Get the free Guidelines - Matching Gifts

GUIDELINES & FREQUENTLY ASKED QUESTIONS Changing our world, one donation at a time. CHANGING OUR WORLD GUIDELINES & FREQUENTLY ASKED QUESTIONS The Partnership for Giving is Merck year round matching

How to fill out guidelines - matching gifts

How to Fill Out Guidelines - Matching Gifts:

1. Start by obtaining a copy of the guidelines provided by the organization offering the matching gift program. These guidelines typically outline the eligibility criteria, required documentation, and any specific instructions for submitting a matching gift request.
2. Read through the guidelines carefully to understand the requirements and eligibility criteria for matching gifts. Pay attention to any specific deadlines, maximum donation limits, or designated nonprofit organizations.
3. Determine if your donation qualifies for a matching gift. Many companies only match donations to certain types of organizations, such as educational institutions, healthcare organizations, or charitable nonprofits. Ensure that your chosen nonprofit organization is eligible for the matching gift program.
4. Gather all necessary documentation and information required to fill out the matching gift form. This may involve obtaining proof of your donation, such as a receipt or confirmation letter from the nonprofit organization.
5. Complete the matching gift form accurately and thoroughly. Double-check that all personal information, donation details, and required documentation have been included. If there are any sections or fields that are unclear, seek clarification from the organization offering the matching gift program.
6. Review the completed form to ensure accuracy and completeness. Make sure that all required signatures and dates have been included if applicable.
7. Submit the matching gift form according to the instructions provided in the guidelines. This may involve sending the form by mail, fax, or submitting it electronically through an online portal.
8. Keep a copy of the completed form and any supporting documentation for your records. It is advisable to also retain proof of submission in case of any future inquiries or follow-ups.
9. Monitor the progress of your matching gift request. Some organizations may provide updates on the status of your request, while others may not. If you have any questions or concerns regarding the matching gift process, reach out to the organization offering the program.

Who Needs Guidelines - Matching Gifts:

1. Employees: Employees of companies or organizations that offer matching gift programs should refer to the guidelines to understand the requirements and procedures for submitting a matching gift request. The guidelines will provide information on eligibility criteria, required documentation, and deadlines.
2. Donors: Individuals who have made a donation to a nonprofit organization and wish to have their contribution matched by their employer should also consult the guidelines. This will help them determine if their donation qualifies for a matching gift and provide instructions on how to fill out the necessary forms.
3. Nonprofit Organizations: Nonprofit organizations that are eligible to receive matching gifts from corporate employers may need to familiarize themselves with the guidelines as well. This can help them provide accurate and helpful information to their donors, assist with the matching gift process, and ensure compliance with any requirements set forth in the guidelines.

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What is guidelines - matching gifts?

Guidelines for matching gifts are specific criteria set by companies or organizations that outline how they will match employee donations to eligible nonprofit organizations.

Who is required to file guidelines - matching gifts?

Employees who wish to have their donations matched by their employer are required to follow the guidelines set by the company.

How to fill out guidelines - matching gifts?

Employees can usually find the matching gift form on their company's intranet or HR portal and must follow the instructions provided to fill out the form accurately.

What is the purpose of guidelines - matching gifts?

The purpose of guidelines for matching gifts is to encourage employees to support charitable organizations by matching their donations, thereby increasing the impact of the donations.

What information must be reported on guidelines - matching gifts?

Employees typically need to report details such as the organization they donated to, the donation amount, and any other required information specified in the guidelines.