Free Corporate Matching Gift Template

Quick answer

Use it to lock a matching-gift deal in writing: employer profile, match ratio and cap, campaign window and employee communications, confirmed term by term with a typed signature name and date so both sides file the same agreement.

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About this template

A matching-gift deal dies in vague emails: who matches at what ratio, for which campaign, capped how much? This application has the company and your nonprofit record those terms together — employer profile, match ratio and cap, campaign window, employee communications — then confirm term by term with a typed signature name and date, giving both sides one filed trail to work from.

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What's Included

Everything you need to run this template.

1

Employer profile

Company, contact and giving program captured in one structured block.

2

Match terms laid out

Ratio, cap and window stated as fields, not buried in prose.

3

Comms plan attached

How employees learn about the match is agreed up front.

4

Dated confirmation

Each side ticks, types a signature name and date — a trail, not a promise of legal force.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it in and list your matchable programs.

2

Send to the partner

One link for the company to complete — no PDF ping-pong.

3

Compare the terms

Review ratio, cap and window against your giving policy.

4

File the agreement trail

Confirm entries and keep them with the partnership record.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Partnership officers

Turn coffee-chat interest into recorded, dated terms.

2

CSR managers

Give their teams a match program with stated caps and dates.

3

Nonprofit directors

Enter each fiscal year knowing which employers match.

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Key Features

What makes this template work as a professional deliverable.

Employer profile and program contact
Match ratio and annual cap fields
Campaign window with dates
Employee communications plan field
Term-by-term confirmation with signature name and date
Free to copy and customize

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Sample Questions Inside

A preview of the real questions in this form — exactly what respondents see.

Company name and program contact
Email and phone of the contact
Cause or program to be matched
Matching ratio (1:1 / 0.5:1 / other)
Annual match cap per employee
Campaign window (start and end dates)
How employees will hear about it
Terms reviewed (tick) — signature name and date

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Frequently Asked Questions

When should a nonprofit formalize a matching-gift partnership?

As soon as a company agrees in principle — ratio, cap and window recorded early prevent mid-campaign disputes about what was promised.

Is this different from a grant application?

Yes. A grant funds one project from the funder's budget; a matching gift doubles what employees give, within terms you set together.

Does the signature make it a contract?

No. The form records agreement — ticked terms, typed signature name, date — as a consent-and-terms trail. Have each side's legal adviser confirm before relying on it.

Is it free to use?

Yes. Copy it into your FormLM workspace and adapt the ratio and cap fields to your giving policy.

Can we run several campaigns on one form?

Yes — the campaign window field is per entry; reuse the form for each employer and season.

Who sees the submitted terms?

Only your workspace; share the link with the company contact and keep the confirmed entry as the record.

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