Get the free Matching Gift Form - Lubrizol

Employee Matching Gift Program Form Part A Employee Section Complete Part A and send with your gift to the recipient organization. Employee Name: Employee Home Address: Gift Information: Organization

How to fill out matching gift form

How to fill out matching gift form

1. Obtain a matching gift form from your employer. This form is usually available through the human resources department or on the company's intranet.
2. Read the instructions carefully to ensure that you understand the requirements and eligibility criteria for matching gifts.
3. Fill out the donor information section on the form. Provide your full name, contact information, and employee identification number, if required.
4. Enter the amount of your donation that you wish to be matched. Some companies match the full donation amount, while others have a matching ratio (e.g., 1:1 or 2:1).
5. Provide details about the organization you donated to. Include the name, address, and tax identification number (if applicable) of the nonprofit organization.
6. Attach any required documentation, such as a copy of your donation receipt or acknowledgment letter from the nonprofit organization.
7. Sign and date the form, certifying that the information provided is accurate and complete.
8. Submit the completed form to your employer as instructed. Some companies accept forms electronically, while others may require you to mail or hand-deliver the form.
9. Keep a copy of the completed form for your records.
10. Follow up with your employer to ensure that your matching gift request has been processed successfully.

Who needs matching gift form?

1. Anyone who works for a company that offers a matching gift program can benefit from filling out a matching gift form. Matching gift programs are typically offered by businesses as part of their corporate philanthropy initiatives.
2. Employees who have made a donation to a nonprofit organization and want their contribution to have double the impact can fill out a matching gift form.
3. Nonprofit organizations can also benefit from individuals who fill out matching gift forms, as they receive an additional donation from the employee's employer.

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What is matching gift form?

A matching gift form is a document used by companies to match charitable donations made by their employees to eligible nonprofit organizations.

Who is required to file matching gift form?

Employees of companies that offer a matching gift program are required to file a matching gift form when they make a donation to an eligible nonprofit organization.

How to fill out matching gift form?

To fill out a matching gift form, an employee typically needs to provide their personal information, details of the contribution made, and the information of the nonprofit organization receiving the donation.

What is the purpose of matching gift form?

The purpose of the matching gift form is to facilitate the process of matching contributions made by employees to ensure that those donations have maximum impact by receiving additional funding from the employer.

What information must be reported on matching gift form?

Information that must be reported on a matching gift form usually includes the donor's name, the amount donated, the date of the donation, the recipient organization's name, and any relevant account or donor IDs.