Corporate Matching Gift Submission Form

Maximize Your Impact with Corporate Matching Gifts

Corporate matching gift programs are one of the most powerful—yet underutilized—tools for amplifying donations to educational institutions. When employees make a personal contribution and their employer matches it, the impact doubles (or even triples) with minimal extra effort. This Corporate Matching Gift Submission Form streamlines the entire process, making it easy for donors to claim their match and for your institution to track and process these valuable contributions.

Why matching gifts matter for educational institutions

For schools, colleges, universities and educational nonprofits, corporate matching gifts represent a significant source of untapped revenue. Studies show that billions of dollars in matching gift funds go unclaimed each year simply because donors don't know their employer offers a program, or because the submission process feels too complicated. By providing a clear, professional form that walks donors through the process step by step, you remove friction and dramatically increase match completion rates.

This template is designed specifically for alumni relations teams, development offices, fundraising coordinators and advancement professionals who need to capture matching gift submissions efficiently while maintaining compliance with corporate program requirements.

How Paperform makes matching gift management effortless

Unlike generic forms that force donors to navigate confusing fields or email back-and-forth with your team, this Paperform template creates a seamless, branded experience that guides donors through employer verification, receipt upload and program guidelines in one simple flow.

With conditional logic built in, the form adapts based on the donor's employer and donation type, showing only relevant fields and instructions. File upload fields let donors attach their donation receipts, employer matching forms and any supporting documentation directly within the submission—no more hunting through email attachments or lost paperwork.

Paperform's calculation engine can display potential matching amounts based on donor input, helping supporters visualize the amplified impact of their gift before they even submit. And because everything lives in one platform, your development team gets organized, searchable submissions that integrate directly into your CRM, Google Sheets, Airtable or donor management system via native integrations or Stepper workflows.

Automate follow-up and track every match

The real power comes after submission. Using Stepper (stepper.io), Paperform's AI-native workflow builder, you can automate the entire matching gift lifecycle:

• Send personalized confirmation emails with next steps and estimated processing timelines
• Route submissions to the right team members based on employer or donation amount
• Trigger follow-up reminders if additional documentation is needed
• Update your donor database with matching gift status and amounts
• Notify donors when their match is received and processed

For larger institutions managing hundreds or thousands of matching gift requests, this kind of automation transforms what used to be a manual, time-intensive process into a streamlined system that runs itself.

Built for fundraising teams who need results, not complexity

Whether you're a small nonprofit with a single development coordinator or a major university with a full advancement team, this template is designed to work out of the box. The doc-style editor makes it easy to customize program guidelines, add your institution's branding and adjust fields to match your specific matching gift policies—no coding required.

Paperform is SOC 2 Type II compliant, ensuring donor data and financial documentation are handled securely, and the platform scales with you as your matching gift program grows. Forms can be embedded on your giving pages, linked from donation confirmation emails or shared directly with major donors during personal outreach.

With over 500,000 teams trusting Paperform for mission-critical workflows, and native support for payments, eSignatures via Papersign (papersign.com) and advanced automation, you get an enterprise-grade solution that's still simple enough for your entire fundraising team to manage independently.

Who this template is for

This form is ideal for:

• Alumni relations and annual giving teams managing corporate match submissions from graduates
• Development offices at schools, colleges and universities tracking matching gifts across campaigns
• Educational nonprofits seeking to maximize donation impact through employer matching programs
• Fundraising coordinators who need a professional, repeatable process for capturing and verifying matches
• Grant managers looking to streamline documentation and compliance for corporate giving programs

By removing the friction from matching gift submissions, you'll unlock more revenue, delight your donors with a smooth experience and give your team back hours each week that used to be spent chasing down paperwork. Start maximizing your matching gift potential with this ready-to-use Paperform template today.