Donor Identity
Full legal name, employee ID (if applicable), work email and phone — needed to verify employment and attribution.
A well-structured Donation Matching Gifts Form reduces processing delays, prevents compliance errors, and improves donor experience by making eligibility and documentation requirements explicit.
Clear role definitions on the form speed review and reduce back-and-forth requests for information.
Full legal name, employee ID (if applicable), work email and phone — needed to verify employment and attribution.
Date of gift, donation amount, payment method, and gift reference number from the nonprofit's receipt.
Nonprofit name, EIN, address, and contact person to enable confirmation and tax-compliance checks.
Checklists or dropdowns for eligible gift types (cash, stock, payroll deduction) and any caps or deadlines.
Signature block or authorization checkbox for employee consent and HR validation of employment status.
Space for nonprofit confirmation, date verified, and staff initials or reference ID for audit trail purposes.
| Field | Configuration |
|---|---|
| Donor ID | Auto-validate against HR directory |
| Donation Amount | Numeric field with two-decimal validation |
| Receipt Upload | Required file upload (PDF/JPG) with size limit |
| Approval Route | Send to HR → Finance for automated routing |
Integrations with HRIS, CRM, or finance systems reduce manual entry and improve reconciliation.
Many programs require claim within 30–90 days of donation.
Employers may close matching submissions on employer fiscal year-end dates.
Donation date determines tax year for donor substantiation purposes.
Payroll-deducted gifts must align with payroll cutoffs to be documented correctly.
Some employers allow retroactive claims up to 12 months; confirm program rules.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |