While paper forms are being used less now that society is more tech-reliant, it’s still important that your nonprofit’s team knows about the basics. Locate and submit the appropriate matching gift form via the designated channel (e.g.Determine if the recipient organization is eligible.Determine if their company matches employee gifts.Typical Steps for Donors Submitting a Paper Match FormĮmployees at corporations with paper match forms go through the following steps to submit their match requests: View an example of a company that requires paper forms by taking a look at Verisk Analytics’ matching gift program. If the company doesn’t receive this information, they won’t be able to determine your eligibility, which means there’s no possibility of receiving a match. Typical information fields listed here are: Your donor will also need to provide any other relevant information that’s requested on the form. Your donor will also need to provide documentation of their donation, which requires your nonprofit to create some sort of tangible proof. On these forms, there will be specific questions pertaining to the organization. Without this information, a company won’t be able to determine your organization’s eligibility, which invalidates the donor’s match request. Personal information such as a mailing address and phone number.This is where the company asks employees to provide details on the original donation. There are a few specific components of paper forms that your organization should be aware of when designing and distributing them to your donors. While most of your donors may prefer electronic forms, you’ll miss out on a substantial amount of revenue if you don’t incorporate traditional paper forms. Paper matching gift forms are where it all started. Give your donors all the tools they need to complete a match request, and you’ll maximize your matching gift revenue.
As you move forward, implement these best practices in your fundraising strategy.
Read on to learn more about the different components of both paper and electronic match forms.
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Instead of sticking strictly to paper forms, offer your donors (and their employers) a digital option, too!įeel free to jump ahead and read the section that’s most pertinent to your organization: While they’re still offered at some companies, more and more companies are transitioning to electronic matching gift forms.Īs one of the main sources of revenue for nonprofits, matching gifts are not something your organization wants to miss out on. Years ago, all companies required employees to submit match requests using paper forms.
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