Get the free Matching Gift Plan Form B - Chevron Phillips Chemical

Matching Gift Plan Form B To be completed by Institution A photocopy of the check, credit card receipt, or other gift documentation must be attachment to this Form B in order to be considered for

How to fill out matching gift plan form

How to fill out matching gift plan form

1. Obtain a matching gift plan form from your employer or the HR department.
2. Read the form carefully and understand the requirements and guidelines.
3. Fill out the donor information section, providing your personal details including name, contact information, and employee ID.
4. Specify the donation amount and include any necessary documentation such as proof of donation or receipts.
5. If required, attach the original receipt of your contribution along with the form.
6. Review the completed form to ensure all information is accurate and legible.
7. Submit the form to the appropriate department or individual responsible for processing matching gift requests.
8. Keep a copy of the form and any supporting documents for your records.
9. Follow up with your employer to track the status of your matching gift request.

Who needs matching gift plan form?

1. Anyone who works for a company that offers a matching gift program can benefit from filling out a matching gift plan form. This form is typically needed by employees or donors who have made a charitable contribution and want to request a matching gift from their employer. It allows individuals to maximize their philanthropic impact by leveraging their company's support for charitable causes.

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What is matching gift plan form?

A matching gift plan form is a document used by companies to match employee donations to eligible nonprofit organizations, allowing employees to double their contributions.

Who is required to file matching gift plan form?

Employees who wish to have their charitable donations matched by their employer must file the matching gift plan form.

How to fill out matching gift plan form?

To fill out a matching gift plan form, employees should provide their personal information, details of the donation made, the nonprofit organization receiving the donation, and any additional required documentation.

What is the purpose of matching gift plan form?

The purpose of the matching gift plan form is to facilitate the process by which employers can verify and process matching contributions made by employees to eligible charities.

What information must be reported on matching gift plan form?

The form typically requires information such as the employee's name, company, donation amount, recipient organization details, and the date of the donation.