Get John Hancock Matching Gifts Program Form
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How to fill out the John Hancock Matching Gifts Program Form online
This guide will help you complete the John Hancock Matching Gifts Program Form online, ensuring that your matching gift request is clear and accurate. Follow the steps provided to streamline your submission process and support your chosen organization effectively.
Follow the steps to complete the John Hancock Matching Gifts Program Form online.
- Press the ‘Get Form’ button to access the John Hancock Matching Gifts Program Form. This will allow you to open it in your online document editor.
- In Part A, fill in your donor information. Be sure to provide accurate details such as your name, Social Security number, home address, phone number, and email address.
- Indicate your status by selecting the appropriate option from the provided choices, and specify the gift type by marking the relevant option. Additionally, fill in the gift date, gift amount, and amount to be matched.
- If applicable, provide the details of securities, including the name of the securities and the number of shares.
- Complete the fields for the organization receiving your donation by including the organization name, city, state, and any relevant chapter name or program designation.
- Review and certify your gift by signing and dating the form, confirming that the gift is made from your own assets and meets program guidelines.
- For Part B, ensure that the recipient organization completes their section. If this is their first request, they must include their IRS determination letter and purpose description.
- Finalize by ensuring the recipient organization fills out their information including the name on the IRS form, Fed Tax ID number, mailing address, and certification from the certifying officer.
- Once completed, you can save changes, download, print, or share the form as necessary, ensuring that all required documents are included.
Submit your John Hancock Matching Gifts Program Form online to help support your chosen organization.
To start a matching gift program, first evaluate the goals and potential impact of such an initiative within your organization. You may want to consider using resources like the John Hancock Matching Gifts Program Form for guidance. Once designed, communicate the program's details to your employees, emphasizing the importance of their contributions. By engaging everyone in this process, you foster a culture of giving and support.