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Get Matching Gift Form.pdf - Open Test Set
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How to fill out the Matching Gift Form.pdf - Open Test Set online
This guide provides a clear and supportive approach to filling out the Matching Gift Form online. By following the detailed steps provided, users can ensure their submission is correctly completed and submitted for matching gifts.
Follow the steps to complete the form effectively.
- Click the ‘Get Form’ button to access the Matching Gift Form and open it in your preferred document viewer.
- In Section 1, complete the fields related to your information as the employee, including your name, social security number, office phone, and the name of the recipient organization.
- Indicate the number of volunteer hours you have contributed per year, and if applicable, specify the amount of your contribution and whether you want the full amount matched.
- If you have volunteered for over 50 hours, provide a description of your volunteer work. Sign the certification confirming that you are an eligible participant and that your gift meets the Matching Gift program requirements.
- Once you have completed Section 1, provide the form to the recipient organization for them to fill out Section 2.
- The recipient organization should complete their details, including the name of the organization, contact person, mailing address, and amount of the gift received.
- The organization must certify the receipt of the gift and ensure that all necessary documents, such as the IRS determination letter, are attached.
- After the recipient organization has completed Section 2, they should return the completed form to Enron’s VIP Administrator at the specified address.
- Evaluate your completed form one last time for any missing information before finally saving your changes, downloading, printing, or sharing the form if necessary.
Complete your Matching Gift Form online today to ensure your contributions can be matched!
Let's dive in with the first step. Set a budget and goals for your donation-matching program. ... Identify matching gift threshold criteria. ... Determine eligibility for your matching gift programs. ... Decide how your company will facilitate matching. ... Establish your matching gift request process (and deadline).
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