Get the free Matching Gift Restrictions

Program Description How The Program Works Program Guidelines Matching Gift RestrictionsProgram Description The State Farm Companies Foundation will match eligible donors\' charitable contributions

How to fill out matching gift restrictions

How to fill out matching gift restrictions:

1. Research and identify the specific matching gift program guidelines of the employer or organization providing the matching gifts. These guidelines will typically outline the types of nonprofit organizations eligible for matching gifts and any restrictions or limitations imposed by the program.
2. Ensure that your nonprofit organization meets the criteria and is eligible to receive matching gifts from the employer or organization. This may include providing proof of nonprofit status, such as a copy of your organization's IRS determination letter or other relevant documentation.
3. Familiarize yourself with the restrictions or limitations imposed by the matching gift program. These may include restrictions on the types of programs or projects that are eligible for matching gifts, specific funding categories that are excluded, or any geographical limitations.
4. When soliciting donations or contributions, inform donors about the matching gift program and encourage them to check if their employer or organization offers matching gifts. Provide clear instructions on how to apply for a matching gift, including any necessary forms or documentation that donors may need to complete.
5. Establish a system to track and document matching gift requests received from donors. This may involve creating a spreadsheet or database to keep track of donor information, donation amounts, and matching gift submission statuses.
6. Promptly acknowledge and thank donors for their contributions and for initiating a matching gift request. Provide them with any necessary documentation or assistance they may need to complete the matching gift process.
7. Follow up with the employer or organization providing the matching gifts to ensure that the matching gift request is being processed and that all necessary steps are being taken to secure the matching gift funds.
8. Keep accurate records of all matching gift transactions and provide regular reports or updates to your organization's finance or development team.
9. Evaluate the effectiveness of your matching gift program by monitoring the number and amount of matching gifts received, as well as the overall impact on your organization's fundraising efforts.
10. Continuously promote the availability of matching gift opportunities to donors, as well as the impact that their matching gifts can have in supporting your organization's mission and programs.

Who needs matching gift restrictions:

1. Nonprofit organizations seeking to maximize their fundraising efforts and secure additional financial support from corporate matching gift programs.
2. Donors who wish to make a greater impact with their charitable contributions by leveraging their employers' matching gift programs.
3. Employers or organizations offering matching gift programs as a means of encouraging employee engagement, philanthropy, and support for charitable causes.

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What is matching gift restrictions?

Matching gift restrictions refer to the conditions or requirements that must be met in order for a company or organization to match donations made by employees to eligible nonprofit organizations.

Who is required to file matching gift restrictions?

Companies or organizations that offer matching gift programs are required to establish and communicate matching gift restrictions.

How to fill out matching gift restrictions?

To fill out matching gift restrictions, companies typically provide guidelines and forms for employees to submit donation requests that meet the matching gift criteria.

What is the purpose of matching gift restrictions?

The purpose of matching gift restrictions is to ensure that donations made by employees meet specific criteria set by the company before they are matched.

What information must be reported on matching gift restrictions?

Information such as donation amount, proof of donation, and any required documentation or forms may need to be reported on matching gift restrictions.