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Gift match

  • 1.  Gift match

    Posted 14 days ago

    Recently, our local community foundation hosted a day of giving. More than 300 of our constituents made gifts.  Collectively, their gifts will be boosted by a pool of community funds, and then the foundation will cut a check to our organization. 

     

    One of those constituents has asked us to verify and complete a matching gift form for their contribution. I am of the opinion that since the gift was not made directly to our organization, I cannot request the match. However, my opinion has been challenged.  

     

    Can our organization legally apply for this match or not?  (The community foundation, by the way, has already confirmed they will not apply for the match). 



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    Tracy Rush
    Exec Dir Adv Services and Strategy Solutions
    Otterbein University
    trush@otterbein.edu
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  • 2.  RE: Gift match

    Posted 14 days ago
    When applying for the match, you usually must certify that the contribution was made to you. It was not.

    Further, many matching gift programs require the employee to provide either a receipt or canceled check showing who received the contribution.  You did not.

    Unless you can demonstrate that the foundation was your legal agent serving as a passthrough and YOU can issue a receipt to the donor, I do not see how you can apply for a match.

    BUT, I might call the employer and explain the circumstances.  If they say go ahead and apply for the match knowing the facts, then do so!

    John

    John Taylor
    919.816.5903

    Big ideas; small keyboard





  • 3.  RE: Gift match

    Posted 14 days ago

    Hello, Tracy!

     

    In these situations, we check the matching gift guidelines of the company.

     

    A lot of companies require that the gift be made directly to the organization. However, there are some that will allow for a gift to be made through a donor-advised fund or similar third party outlet.

     

     

    CJ Jones, MPPA
    Associate Director of Donor Services
    University Development Office, Purdue Research Foundation

    Dick and Sandy Dauch Alumni Center
    403 West Wood Street
    West Lafayette, IN 47907-2007
    765-496-3116
    giving.purdue.edu
    Protect Purdue initiative

    The Purdue Research Foundation is an independent organization that acts for the benefit of Purdue University.

     

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