Charitable Match Request Form

Collects employee requests for charitable donation matching, including organization details, eligibility, match cap, donation verification, and approval information.

Employee Information

• Employee name
• Work email
• Employee ID
  Optional if your organization uses an internal ID for routing or audit trail.
• Department

Donation Details

• Donation date
• Donation amount
• Currency
• Match requested amount
  Enter the amount you are requesting the company to match, subject to program rules and match caps.
• Match program

Charitable Organization

• Organization name
• Organization website
• Organization country
• Tax-exempt or charity registration status
  If known, include the registration or tax-exempt status used by your program to verify eligibility.
• Organization purpose

Eligibility and Verification

• Donation receipt or confirmation
  Upload a receipt, confirmation email, or other proof of donation.
• Organization verification document
  Optional if the organization is already approved in your program's eligibility list.
• Is this organization eligible for matching under the program?
• Have you already received a match for this donation?
• Consent to verify donation and organization details
  I consent to HR or program administrators verifying the donation receipt and organization eligibility for the purpose of processing this match request.

Review and Approval

• Review status
• Approved match amount
• Review notes
  Record the reason for approval, denial, or any follow-up needed. Keep notes limited to what is necessary for the audit trail.
• Approver name
• Approval date