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Get the free Matching Gift Form - Shoretel Form

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SHORTER MATCHING GIFT FORM To use this form, please follow the instructions below: 1. Complete Part A by tabbing through each field starting with the organization name. 2. Print the form and sign
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How to fill out matching gift form

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How to fill out matching gift form

01
Obtain a matching gift form from your employer.
02
Read the instructions carefully and fill out the required information.
03
Provide your personal details such as name, address, and employee ID.
04
Include the name and details of the nonprofit organization you are donating to.
05
Specify the donation amount you wish to match.
06
Attach any necessary documentation such as a receipt or proof of donation.
07
If required, obtain a signature from an authorized person in your organization.
08
Double-check all the information before submitting the form.
09
Submit the completed matching gift form to your employer through the specified channel.
10
Keep a copy of the form for your records.

Who needs matching gift form?

01
Employees who work for companies that offer a matching gift program.
02
Donors who want to maximize the impact of their charitable contributions.
03
Individuals who have made a donation to a nonprofit organization.
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A matching gift form is a document provided by some employers that allows employees to request a matching contribution from their company to a charity or nonprofit organization in which they have donated.
Employees who wish to receive a matching contribution from their employer for a donation they have made to a qualifying nonprofit organization are required to file a matching gift form.
To fill out a matching gift form, the employee must provide their personal information, details about the nonprofit organization, the amount donated, and any other information required by their employer’s matching gift program.
The purpose of the matching gift form is to facilitate the process by which an employer matches employee donations to eligible charities, thus maximizing the impact of the employee’s charitable giving.
Typically, the matching gift form must report the employee's name, the nonprofit organization's name, the date of the donation, the donation amount, and possibly the employee's identification numbers or codes as specified by the employer.
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