M

Matching Gift Request Form Document Template

A form used by donors to request matching contributions from their employers.

Matching Gift Request Form

Purpose: This form is to be completed by donors seeking to request a matching contribution from their employer. Matching gifts are a wonderful way to double your donation and increase your impact on our mission.

Donor Information

Full Name {fullName}
Email Address {email}
Phone Number {phone}
Mailing Address {address}

Employer Information

Employer Name {employerName}
Employer Contact Person {employerContact}
Contact Phone / Email {employerContactDetails}
Employer Matching Gift Website (if available) {employerWebsite}

Donation Information

Date of Donation {donationDate}
Donation Amount {donationAmount}
Donation Method (e.g. Check, Credit Card) {donationMethod}

Donation Designation

Please indicate if the donation is designated for a specific fund, campaign, or purpose.

{donationPurpose}

Required Documentation

The following documentation may be required by the employer. Please ensure the documents selected below are enclosed or will be submitted:

{#documents}

  • {documentDescription}

{/documents}

Acknowledgment and Signature

I hereby certify that the above information is accurate and that the donation was a voluntary contribution made by me. I am submitting this request to my employer to match the gift in accordance with their corporate giving policy.

Donor Signature {signature}
Date {signatureDate}

For Employer Use Only

To be completed by the employer representative reviewing this matching gift request.

Reviewed By {reviewedBy}
Approval Status {approvalStatus}
Matching Gift Amount {matchedAmount}
Comments {employerComments}

Thank you for supporting our cause and maximizing your impact through matching gifts!

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

Download Word Template (.DOCX)
Template Icon

Customize Template

Download the Matching Gift Request Form template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

Configure Icon

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Create Icon

Generate Documents

Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Matching Gift Request Form Using Forms

collect employee matching gift request via online form
generate matching gift request form from donor submission
send personalized matching gift form after donation confirmation
pre-fill matching gift request form from donor data
create downloadable matching gift form from web form response

Generate Matching Gift Request Form Using APIs

auto-generate matching gift request when donation logged in CRM
trigger matching gift form from donor management platform via API
generate matching gift document from donation webhook
integrate matching gift form generation with custom fundraising app
create matching gift form using REST API from internal donor system

Integrations / Automations

generate matching gift request form from new Salesforce contact
auto-fill and email matching gift form using Zapier and Google Sheets
send matching gift document to Google Drive when donor added in Mailchimp
trigger matching gift form creation via Make when donation received in Stripe
automatically generate and send matching gift form from Airtable record

Other templates in Nonprofit & Fundraising

A registration form for participants in a charity golf fundraiser event.
A spreadsheet or document used to track progress toward fundraising goals.

Sponsorship Tracker

SpreadsheetXLSX

Monitors sponsorship deals, contributions, and fulfillment status.
A feedback form to gather input from volunteers after their service.