Valuation
Guidance
Question
IV.A: Matching Gifts
This question is intended to capture the corporate
side of matching-gift programs, along with program policies and
employee-participation rates.
Survey Instructions:
o
In
the Direct Cash and Foundation Cash columns, record only the corporate or foundation
dollars of the match; do not include funds given by employees. As in all
areas of the survey, it is important not to double-count funds. Each
match may go into only one of the categories. If you feel a matching
gift belongs in more than one category, you must determine which category is
most appropriate. For example, matching counted as “Disaster Relief” cannot
also be counted in the general “Matching Gifts” bucket.
o
In
the Match Ratio and Program Caps column, please detail the type of matching ratio
that applies (e.g., 1:1, 2:1, etc.) and the contribution limits that apply to
the program if your company puts a cap on the amount matched per employee per
year.
o
In
the Employee Eligibility column, please detail the types of individuals who are
eligible or ineligible (e.g., family members, retirees, senior managers, etc.)
for that matching-gift program.
o
In
the Employee Participation Percentage column, record the estimated percentage
of employees donating money through these programs (within the 12-month period
of this survey). The employee percentage should account only for those
employees contributing funds; non-monetary participation in these programs
should not be counted. For the Dollars for Doers program, report the percentage
of employees participating during the 12 months of this survey. The field will
accept only a number between 0 and 100.
o
In
the final column, please provide additional details about the program,
including the types of nonprofit organizations that are eligible or any other
unique aspects of the program.
Types of Matching-Gift Programs
Workplace Giving Campaigns: Fundraising drives, such as
the United Way, which occur for a defined time period and for which the
company expends time/effort in organizing and obtaining participation. Year-Round Policy: Giving that is not driven
by a specific corporate campaign and which benefits nonprofits. The corporate
or foundation match is included here regardless of whether those dollars are
given to a nonprofit selected by the employee or matched to a different
qualifying nonprofit chosen by the corporation or foundation. Dollars for Doers: Corporate or foundation
giving to nonprofits in recognition of a certain level (as defined by the
company or foundation) of employee-volunteer service to that organization. Disaster Relief: Matching programs
benefitting nonprofit organizations assisting with disaster-related crisis
relief, recovery, rebuilding, and/or preparedness. Other: This category is intended
for any type of corporate or foundation matching of employee giving not
included in the categories above. |