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This form is used to submit contributions to the American Cancer Society Relay For Life and allows participants to request matching gifts from their employers.
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How to fill out matching gift intake form
How to fill out matching gift intake form
01
Visit the organization's website or the matching gift program page.
02
Locate and download the matching gift intake form.
03
Fill in the required personal information, including name, address, and contact details.
04
Provide your employer's name that matches the donation.
05
Enter the donation amount and the date it was made.
06
Attach any required documentation, such as a receipt of your donation.
07
Review all information for accuracy.
08
Submit the completed intake form as instructed (via email, online portal, or mail).
Who needs matching gift intake form?
01
Employees of companies that offer matching gift programs.
02
Donors who have made charitable contributions and want their gifts matched by their employer.
03
Non-profit organizations that seek to encourage donations through matching gift programs.
The ultimate guide to the matching gift intake form
Understanding matching gifts: What you need to know
Matching gifts represent a philanthropic initiative where employers match donations made by their employees to charities. For instance, if an employee donates $100 to a nonprofit, their employer may also contribute an additional $100, effectively doubling the impact of the employee's generosity. This type of giving significantly benefits fundraising efforts, providing nonprofits with a valuable source of income.
Despite the advantages, many misconceptions persist about matching gifts. Some individuals believe that only large corporations participate in such programs, or that they are complicated and time-consuming. However, numerous companies, including small and medium-sized enterprises, offer matching gift opportunities, streamlining the process for their employees and the organizations they support.
Definition of matching gifts
Importance of matching gifts to fundraising efforts
Common myths and misconceptions about matching gifts
Who is eligible for matching gifts?
Eligibility for matching gifts typically hinges on the donor's employment status and their employer's policies. Most large corporations and many non-profits have established matching gift programs aimed at encouraging charitable giving among employees. Furthermore, employers may expand eligibility to include retirees, spouses, and even board members. Understanding these parameters can help maximize the potential for donations.
The types of organizations that usually offer matching gift programs range from Fortune 500 companies to local businesses. These organizations see matching gifts as an investment in community engagement, employee satisfaction, and corporate social responsibility. Mapping out which employers in your arena participate can significantly enhance your fundraising results.
Overview of employee eligibility criteria
Types of organizations that offer matching gifts
Special cases: retirees and spouses
The matching gift process
Navigating the matching gift process involves several streamlined steps. Starting with preparing your matching gift intake form is essential. Gather the necessary information, including the donor's details like name, employer, and donation amount, along with the charitable organization’s information. Ensuring this information is accurate will facilitate smooth processing of your matching gift request.
Step 1: Preparing for the matching gift intake form
Before submitting your matching gift intake form, it is crucial to gather the right information. Essential details include:
Donor's name and contact information
Employer's name and matching gift policy details
Donation amount and date of the contribution
Charitable organization’s name and tax ID
Accuracy in submission is paramount. Any discrepancies can lead to delays or denials of matching gift transfers.
Step 2: Accessing the matching gift intake form
To access the correct matching gift intake form, pdfFiller provides a user-friendly solution. The platform allows users to quickly find and fill out the appropriate forms, specifically tailored to various organizations and their requirements. Utilizing a cloud-based platform like pdfFiller ensures you can access your documents from anywhere, saving time and reducing frustration.
Step 3: Filling out the matching gift intake form
Filling out your matching gift intake form correctly is critical. Each section of the form requires specific information:
Personal information section (name, address, email)
Donation verification section (amount, date, receipt number)
Employer and organization details (matching gift policy details)
Make sure to double-check your entries to avoid common mistakes such as typos or missing information. Using checklists can help ensure that every detail is filled out correctly.
Step 4: Editing and customizing your form
Once you've filled out your matching gift intake form, you might need to edit or customize it further. With pdfFiller, you can easily edit your form using an array of tools. This includes adding signatures, uploading necessary documentation, and saving your completed form for easy submission. The platform allows seamless collaboration if you work with a team or require assistance.
Step 5: Submission process
Submitting your completed matching gift intake form can be done through various methods. Depending on your employer’s requirements, you may have the option for electronic submission via email or an online portal, as well as traditional physical mailing. After submission, tracking your form’s status is important. Follow up promptly with your employer or charity to ensure everything is processed correctly.
Best practices for successful matching gifts
To enhance the chances of a successful matching gift, follow these best practices:
Ensure timely submission for maximum impact—adhering to deadlines increases the likelihood of a match.
Communicate with your employer’s giving program for clarity on eligibility and any specific requirements.
Document your matching gift experiences, keeping records of correspondence and completed forms for reference.
By employing these strategies, you can optimize your matching gift process and encourage more extensive participation among coworkers.
Troubleshooting common issues with matching gifts
Issues can arise during the matching gift process, and understanding how to troubleshoot these challenges is vital. If your gift is not matched, first review your employer’s policy—there may be specific criteria that your donation did not meet. For discrepancies in information, contacting your employer’s giving program or the charity directly is essential to resolve the matter quickly.
Using pdfFiller can assist in documenting issues efficiently, providing you with the tools to modify and present information clearly.
Why choose pdfFiller for your matching gift needs?
pdfFiller is an invaluable resource for managing your matching gift intake form. The platform simplifies document management, ensuring you can edit PDFs, eSign, and collaborate seamlessly. As a comprehensive, cloud-based solution, pdfFiller empowers users to access their forms from anywhere, making the often tedious process of handling documents a breeze.
User testimonials highlight the success many individuals have experienced while using pdfFiller for their matching gift forms, emphasizing its user-friendly interface and efficiency in navigating complex documentation processes.
Additional features of pdfFiller to enhance your document experience
Besides handling matching gift intake forms, pdfFiller offers various features to enhance your document management experience. Collaborating with teammates is easy, enabling multiple individuals to contribute to form completion and accuracy. The interactive tools and features on pdfFiller further facilitate better management, allowing you to explore various document solutions that suit your needs.
Related forms and templates to consider
In addition to the matching gift intake form, pdfFiller provides a variety of related fundraising forms to consider. Examples include custom donation receipts and understanding other types of gift agreements, all instrumental for effective fundraising strategy execution. By utilizing these forms, you can fully optimize your organization's fundraising efforts and streamline documentation.
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What is matching gift intake form?
A matching gift intake form is a document used by employees or donors to request that their employer matches their charitable contributions to eligible nonprofit organizations.
Who is required to file matching gift intake form?
Employees or donors who wish to have their charitable contributions matched by their employer are required to file a matching gift intake form.
How to fill out matching gift intake form?
To fill out a matching gift intake form, individuals typically need to provide personal information, details of the donation made, the name of the nonprofit organization, and any relevant employer information.
What is the purpose of matching gift intake form?
The purpose of the matching gift intake form is to facilitate the process of matching donations made by employees to nonprofit organizations, ensuring that the employer can verify and process the matching gift.
What information must be reported on matching gift intake form?
The information that must be reported on a matching gift intake form generally includes the donor's name, contact information, donation amount, date of the donation, recipient organization, and the employer's name.
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