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How to fill out the Wells Fargo - Matchinggifts.com online
This guide provides step-by-step instructions for completing the Wells Fargo Matching Gifts Program form online. By following these steps, users can efficiently submit their matching gift requests and support eligible educational institutions.
Follow the steps to successfully complete the form.
- Click the ‘Get Form’ button to access the Wells Fargo Matching Gifts Program form. Ensure that you have the document readily available to fill it out accurately.
- Begin by filling out Part 1 of the form, which is for the team member. Include your name, employee number, gift amount, and email address. Make sure the amount of gift adheres to the minimum requirement of $25.
- Next, specify the type of donation you have made by selecting either check/credit card or stock/securities. If you have donated stock or securities, provide the number of shares and the names of the securities.
- Complete the section for the accredited educational institution, including the name and address of the institution. Ensure that this institution is eligible under the guidelines provided by Wells Fargo.
- Review the certification statements carefully and confirm that you meet all the criteria. You must agree that neither you nor your family will receive any material benefit from this contribution.
- Sign and date the form in the designated area to validate your request. Your signature indicates your understanding of the guidelines of the program.
- After completing Part 1, send the form along with a copy of the program guidelines to the recipient organization for them to complete Part 2.
- Ensure that the recipient organization fills out Part 2 and returns the form along with any required attachments to the specified address in Princeton, NJ. Remember, completed forms should be submitted within six months of the gift date.
- Finally, maintain a copy of the completed form for your records and follow up if necessary to ensure that your matching gift request is processed.
Complete your matching gift request online today to support educational institutions!
Corporate matching gifts are a type of philanthropy in which companies financially match donations that their employees make to nonprofit organizations. When an employee makes a donation, they'll request the matching gift from their employer, who then makes their own donation.