Frequently Asked Questions About Matching Gifts
What is a matching gift?
A matching gift is a gift from a donor’s employer that matches the donor’s original gift. Most companies match dollar-for-dollar and some may even double or triple match a donor’s gift.
How do I know if my employer has a matching gifts program?
Ask your manager or human resources representative. You can also visit http://ematch.hepdata.com:8080/ematch/search/nationalmssociety.
Where do I get a matching gift form?
It may be available at http://ematch.hepdata.com:8080/ematch/search/nationalmssociety. If not, or if your company isn’t listed, please check with your company’s human resources department.
What do I do with the form when I’ve filled it out?
Refer to the instructions on the matching gift form, but usually the next step is to mail or fax it to the Chapter. Please include the participant’s name and mail it to:
National MS Society-Wisconsin Chapter
1120 James Drive, Suite A
Hartland, WI 53029
You can also fax it to 262-369-4410 or scan and email it to info.wisMS@nmss.org
If you’ve filled out the information online, don’t forget to send the Chapter an e-mail with a copy of the confirmation that you have completed all of the online steps.
How will I know when you have received the donation and the matching gift?
Check the My Progress section of your Participant Center. We will list the donation and the expected matching gift separately. It can take months to receive payment for matching gifts, but the participant will receive credit for matching gifts for prize purposes.
What else do I need to do?
Carefully read the guidelines for your employer’s matching gifts program.
Many companies only match donations to certain areas, such as education or the arts, etc. Also check to see if your company matches only your individual donations. Most companies match only donations made by their employee and will not match the employee’s fundraising total. Some companies also have a minimum amount that you must donate before they match, such as $25. Please make sure your contribution is eligible before submitting a form.
Include the name of the participant that the matching gift donation should be credited to.
This will enable quicker processing.
Do not date the form.
Many companies have a 90-day policy on accepting forms and they go by the date filled in by the donor, not by the date filled in by the recipient organization. Many forms are turned in months after the donation has been received and by the time the form is processed it is too late to turn it into the company for a match.
Be sure to sign the form.
It is an easy step to miss. Also, please fill out the form completely with address and phone number in case there are any questions.
Please turn in the form at the same time the donation/pledge is turned in.
Paperclip the donation form to your check, or include a copy of the receipt of online donations. This makes processing faster as well. If you have applied for the matching gift through your company’s online system, please e-mail the Chapter a copy of your confirmation.
Helpful Tips for Matching Gifts
Spread the world about matching gifts: Encourage all of your event donors to ask their company if they participate in a matching gifts program.
Have matching gift forms when you approach your co-workers: If your company participates in a matching gifts program, have the forms available when you approach your co-workers. When they make a contribution, you can hand them a form to complete.
Include online instructions in Thank You e-mails: If your company allows matching gift requests to be made online, include a link to the online request form, with step-by-step instructions on how to fill out the information, when you send a Thank You for Donating e-mail.
The earlier the better: Enclosing the matching gift forms in your pledge envelope on the day of the event or even before will ensure that your matching gift will be included with your current year’s prize total. To assist us in the process, please include a copy of your pledge form for the National MS Society to reference.
Please contact the Wisconsin Chapter at info.wisMS@nmss.org
or 800-242-3358 with any additional questions or comments about matching gift opportunities.