Edit, Download, and Sign the Goldman Sachs Matching Gift Application Form
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How do I fill this out?
To fill out this form, you need to complete Part A with your personal and donation details. Then, send it to the recipient organization to fill out Part B. Make sure to include all necessary documents and keep copies for your records.
How to fill out the Goldman Sachs Matching Gift Application Form?
1
Complete Part A with your personal and donation details.
2
Send the form and contribution to the recipient organization.
3
The recipient organization completes Part B.
4
Submit the completed form to the address provided.
5
Ensure all documents are included and keep copies for your records.
Who needs the Goldman Sachs Matching Gift Application Form?
1
Employees who want to participate in the Goldman Sachs Matching Gift Program need this form to apply.
2
Nonprofit organizations receiving donations from Goldman Sachs employees require this form to verify the contribution.
3
Goldman Sachs administrators need this form to process and verify matching gift requests.
4
Members of the firm's Board of Directors who wish to make matching gift donations need this form.
5
Anyone making a donation using securities through Goldman Sachs needs this form for documentation.
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1
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2
Open the form in our PDF editor.
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Download the edited form for submission.
What are the instructions for submitting this form?
To submit this form, employees must complete Part A with their personal and donation details and mail it along with their contribution to the nonprofit organization. The recipient organization must then complete Part B and return the form to Goldman Sachs at the address provided: Goldman, Sachs & Co., P.O. Box 3527, Princeton, NJ 08543-3527. Ensure that all required documents are included and forms are submitted within the specified 180-day timeframe. For additional assistance, contact Goldman Sachs Matching Gift Program at Toll Free: (877) 298-2635, Fax: (609) 799-8019, E-mail: gs@easymatch.com.
What are the important dates for this form in 2024 and 2025?
Relevant dates in 2024 and 2025 include January 30, April 30, July 30, and October 30 for quarterly processing of matching gifts submitted by the last business day of the previous month.
What is the purpose of this form?
The purpose of the Goldman Sachs Matching Gift Application Form is to facilitate the matching gift process, allowing employees and board members to contribute to nonprofit organizations and have their donations matched by Goldman Sachs. This form ensures that all necessary information is provided for verification and compliance with the program guidelines. By completing this form, donors can help support eligible institutions and maximize their charitable impact through matched contributions.
Tell me about this form and its components and fields line-by-line.
- 1. Employee ID Number: The unique identifier assigned to the employee.
- 2. Employee Home Address: The residential address of the employee.
- 3. Amount of Gift: The monetary value of the donation made by the employee.
- 4. Name and Address of Organization: Details of the recipient nonprofit organization.
- 5. Program Designation: Specific program or purpose designated for the donation, if any.
- 6. Certifying Officer's Name: The name of the officer authorized to certify the receipt of the donation.
- 7. Certifying Officer's Signature: The signature of the certifying officer to validate the information provided.
- 8. Date Received: The date on which the donation was received by the organization.
What happens if I fail to submit this form?
If you fail to submit this form, your donation will not be eligible for matching by Goldman Sachs.
- Missed Deadline: Failing to submit within 180 days will result in ineligibility.
- Incomplete Information: Submission of incomplete or incorrect information can delay processing.
- Non-Compliance: Not meeting program guidelines will lead to rejection of your request.
How do I know when to use this form?
- 1. Employee Donations: Employees making eligible donations to qualifying nonprofits must use this form.
- 2. Board Member Donations: Members of the board making matching donations need this form for processing.
- 3. Verification: Nonprofit organizations use this form to verify receipt of employee donations.
- 4. Eligibility Confirmation: Goldman Sachs administrators use this form to confirm donor and organization eligibility.
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How long does it take to process the matching gifts?
Matching gifts are processed quarterly, typically around January, April, July, and October.
Is there a deadline for submitting the matching gift form?
Yes, forms must be received from the organization within 180 days of the date of your gift.
Are there any contributions that are not eligible for matching?
Yes, contributions that result in personal benefits, dues, pledges, or religious purposes are not eligible.
Who can participate in the Goldman Sachs Matching Gift Program?
Active, full-time employees with at least one year of service and members of the Board of Directors are eligible.
How can I verify if my nonprofit organization is eligible?
Eligibility is determined by Goldman Sachs administrators, ensuring the organization meets IRS criteria and program guidelines.
