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What is Matching Gift Application

The Securian Matching Gift Program Application is a document used by employees, retirees, and board members of Securian Financial Group to request matching funds for their charitable contributions.

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Matching Gift Application is needed by:

Employees of Securian Financial Group
Retirees associated with Securian Financial Group
Board members of Securian Financial Group
Nonprofit organization representatives submitting requests
Individuals making charitable contributions to eligible nonprofits
Organizations seeking matching funds from Securian Foundation

Comprehensive Guide to Matching Gift Application

What is the Securian Matching Gift Program Application?

The Securian Matching Gift Program Application facilitates matching contributions for charitable donations made by Securian employees, retirees, and board members. This application supports the organization's matching gifts policy, which outlines eligibility criteria for the participating nonprofit organizations. Utilizing this form helps streamline the process for accessing matching funds.

Purpose and Benefits of the Securian Matching Gift Program Application

The Securian matching gift program application enhances charitable giving by allowing donors to double the impact of their contributions. This program benefits both the contributors and the recipient nonprofit organizations by promoting community initiatives and encouraging charitable engagement.

Not only does it amplify the financial support for nonprofits, but it also fosters a culture of philanthropy within the Securian community.

Who Needs the Securian Matching Gift Program Application?

This application is essential for Associates, Retirees, and Board Members of Securian who wish to request matching contributions. The recipient organizations must hold IRS-designated 501(c)(3) nonprofit status. The application requires signatures from both the donor and a representative from the nonprofit organization to validate the request.

Eligibility Criteria for the Securian Matching Gift Program Application

To successfully utilize the Securian matching gift program application, certain eligibility criteria must be met:

Donors must be current Associates, Retirees, or Board Members at Securian.
Nonprofit organizations must hold 501(c)(3) status.
Contributions must meet the minimum threshold of $35.
The maximum matching gift limit is $2,000 per calendar year.
Specific conditions exclude certain types of donations, such as goods or services in return for contributions.

How to Fill Out the Securian Matching Gift Program Application Online (Step-by-Step)

Follow these steps to fill out the Securian matching gift program application online:

Access the application form via the Securian Foundation website.
Complete all required fields, including donor and organization information.
Supply the amount of the gift and confirm its tax-deductible status.
Review and certify the accuracy of the provided information.
Ensure both the donor’s and nonprofit representative’s signatures are included.

Common Errors and How to Avoid Them

Applicants often face common pitfalls when filling out the Securian matching gift program application. To ensure a smooth submission, watch out for these frequent mistakes:

Missing signatures from either party involved.
Providing incorrect or incomplete donor and organization details.
Omitting required certification statements.

Before submitting, use a checklist to verify all details, ensuring that every required item is complete and accurate.

How to Submit the Securian Matching Gift Program Application

Submit the Securian matching gift program application using the following methods:

Electronic submission via the Securian Foundation website if applicable.
Physical mailing of the completed application form along with any required documentation.

Applicants should be aware of potential processing times and follow up on confirmation processes after submission.

What Happens After You Submit the Securian Matching Gift Program Application?

Once submitted, the application will undergo an approval process. Donors may expect the following:

An estimated timeline for processing requests typically communicated via email.
Options to track submission status through the Securian Foundation platform.
Notification regarding approval or any need for additional information.

Security and Compliance in Handling the Securian Matching Gift Program Application

Security is paramount when handling sensitive information within the application.

pdfFiller adheres to strict compliance standards, including HIPAA and GDPR, to protect user data. Applicants are also responsible for safeguarding their private information during the submission process.

Utilizing pdfFiller for the Securian Matching Gift Program Application

pdfFiller offers a robust platform for efficiently completing the Securian matching gift program application. Key features of pdfFiller include:

Text editing and annotating capabilities.
Seamless eSigning and document sharing.
Security features such as 256-bit encryption and compliance with industry standards.

Using pdfFiller ensures a smoother application process and reduces the likelihood of errors, contributing to a successful submission.

Last updated on Oct 22, 2015

How to fill out the Matching Gift Application

1.

To access the Securian Matching Gift Program Application, go to pdfFiller's website and search for the form using the name or relevant keywords.
2.

Once you find the form, click on it to open in the pdfFiller interface, which enables easy editing and filling of document fields.
3.

Before you begin filling out the form, gather necessary information such as your name, address, Securian associate I.D. number, and the details of the nonprofit organization you are donating to.
4.

In the form, locate the 'Name' field and input your full name. Continue to provide your address, city, state, and zip code in the designated fields.
5.

Next, enter your Securian associate I.D. number and your station number, if applicable. Provide a valid telephone number for any follow-up questions.
6.

Fill in the fields for the nonprofit organization, including their name, address, and contact telephone number.
7.

Indicate the amount of your gift and ensure you check the certification statement regarding compliance with program provisions.
8.

Both you and the certifying officer from the nonprofit must sign and date the form. You can do this by clicking in the signature fields to electronically sign.
9.

After completing all fields, review the form to confirm all information is accurate and correctly filled out.
10.

Once satisfied, save your completed application on pdfFiller or download it for your records. You can then submit it directly to the Securian Foundation via their designated submission method.

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Who is eligible to apply for the Securian Matching Gift Program?

Employees, retirees, and board members of Securian Financial Group eligible to make charitable contributions can apply for matching funds through the program.

What is the minimum contribution required to qualify for matching funds?

The Securian Matching Gift Program matches contributions of $35 or more up to a maximum of $2,000 per calendar year.

How do I submit the completed application form?

After filling out the Securian Matching Gift Program Application, submit it to the Securian Foundation as instructed on the form, ensuring both necessary signatures are included.

Are there deadlines for completing and submitting this form?

While specific deadlines may vary, it is generally advisable to submit your application soon after making your charitable contribution to ensure timely processing.

What supporting documents are required with the application?

Typically, you may need to provide proof of your charitable contribution, such as a receipt or acknowledgment from the nonprofit organization alongside the application form.

What common mistakes should I avoid while filling out the form?

Ensure all fields are correctly filled, especially signatures; double-check that both you and the nonprofit representative have signed to prevent processing delays.