Get 75-0298copyoption B

This guide provides a step-by-step process for completing the 75-0298copyOPTION B form online. By following these instructions, users can ensure that they accurately fill out the form, minimizing the risk of delays.

Follow the steps to complete the form accurately

1. Click the ‘Get Form’ button to access the form and open it in the online editor.
2. Complete Part 1 of the form with the Donor information. Ensure all fields are filled out completely, including the donor's name, employee number (if applicable), address, and contact details. This part must be signed with an original signature for processing.
3. Fill out the Recipient Organization information in Part 2. This includes the name of the organization and verifying the gift amount. Ensure that you enclose the appropriate IRS documentation for the organization.
4. If your gift includes the transfer of securities, include the required documentation indicating the value of the assets transferred.
5. Check all entered information for accuracy and completeness, as incomplete forms will be returned.
6. Save your changes in the online editor, then download your completed form for printing.
7. Print the completed form and ensure that both the donor and authorized officer signatures are included with their respective sections.
8. Mail the original form along with enclosures to the specified address listed in the instructions.

Complete your documents online today to streamline your matching gift requests.