Matching Gift Form
Understanding this form
The Matching Gift Form is a legal document used by companies to facilitate matching charitable contributions made by employees to nonprofit organizations. This form distinguishes itself from general donation processes by ensuring that employers can verify and support employee donations through a systematic matching program. It effectively encourages employee philanthropy while adhering to specific eligibility guidelines.
Main sections of this form
- Part I: Employee Gift Information - Fields for donor details, gift amount, and organization category.
- Part II: Organization Gift Confirmation - Required details from the receiving organization to confirm the donation.
- Part III: Guidelines for Eligibility - Conditions that define which donations qualify for matching funds.
Common use cases
This form should be used whenever an employee wishes to make a charitable contribution that they want their employer to match. It is applicable during annual giving campaigns, for donations made to eligible organizations, or when participating in workplace giving initiatives.
Who this form is for
- Employees of a company participating in a matching gift program.
- Nonprofit organizations receiving donations from employees seeking matching funds.
- Authorized officers of receiving organizations who must validate the donation for matching purposes.
How to complete this form
- Complete Part I by filling in your personal information and details about your contribution.
- Provide the organization category that the nonprofit falls into, selecting from the available options.
- Sign and date Part I to certify the accuracy of the information provided.
- Forward Parts I and II to the receiving organization for completion.
- Ensure that an authorized officer of the organization completes Part II by signing and affirming the receipt of your gift.
- Submit the completed form as instructed for processing matching funds.
Notarization requirements for this form
Notarization is not commonly needed for this form. However, certain documents or local rules may make it necessary. Our notarization service, powered by Notarize, allows you to finalize it securely online anytime, day or night.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Common mistakes
- Failing to sign the form, which can result in the rejection of the matching gift.
- Inaccurate information in donor or organization details that lead to verification issues.
- Not checking the eligibility of the nonprofit organization before submitting the form.
Benefits of using this form online
- Convenience of completing and submitting the form electronically.
- Immediate access to form updates and eligibility criteria changes.
- Easy retrieval of submitted forms for future reference or inquiries.
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FAQ
Focusing on matching gift awareness can benefit nonprofits beyond just the incremental revenue. It turns out that 84% of donors are more likely to donate if their gifts are eligible to be matched, and mentioning matching in fundraising appeals results in 71% more donations and 51% higher donation amounts.
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.
To receive a matching gift, donors just have to submit a request to their employers. If the donor's gift and your organization qualify, the company will send you a check for the same amount (or larger depending on the corporation's matching gift program).
Instead, choose words like partner, give, and support. "Donate" gives the impression that you only want (or need) their money. Words like "support" and "partner," followed by the name of your cause or campaign, can increase your donations significantly because they invite people into a relationship.
A matching gift is a charitable donation by a corporation that matches an employee's donation to an eligible nonprofit organization, most often dollar for dollar.A $100 donation to your organization is eligible to be matched by a corporate employer, literally doubling the donation for a total of $200.
When an employee makes a donation, they'll request the matching gift from their employer, who then makes their own donation. Companies usually match donations at a 1:1 ratio, but some will match at a 2:1, 3:1, or even a 4:1 ratio.
Since a matching gift is technically a donation, companies can deduct the matches they make from their reported income. Decreasing reported income means a company will not have to pay taxes on the donated money. Plus, the 10 percent rule doesn't apply to these donations.
Review your major donors for the right donor(s) Look for a donor who either a) hasn't given a gift yet this year, or b) you think has the capacity to give another gift at year-end. Approach the donor with a question. Share the stats with them. Give them a deadline.
Create a bold subject line. Make the ask near the beginning. Explain and describe why you're asking for a donation. Include links to your online donation page and contact info for donors who want to give by mail or phone. Say thank you in advance.