Matching Gifts Program

We’re committed to giving back to charitable entities within our field of membership, as well as charities elsewhere that are meaningful to our members.

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We’ll match all qualified* charitable donations YOU make between Wednesday, August 14, 2024 and Friday, November 22, 2024 or until our 2024 Matching Gifts funding limit is met.

We’re committed to giving back to charitable entities within our field of membership, as well as charities elsewhere that are meaningful to our members.

It’s simple – we give back because it is part of the foundation from which credit unions were built on… people helping people – and we’re proud to offer our members the opportunity to maximize their charitable donations through our Matching Gifts Program.

We hope our program will inspire you to make a donation to your favorite 501(c)(3) charity, so they will in turn be able to further their meaningful mission to positively impact the world we live in. Donations must be at least $25 and will be matched in increments of $25. Charter Oak will match up to a maximum of $500 per member.

Guidelines

Mission of Matching Gifts Program:

Charter Oak Federal Credit Union is committed to giving back to charitable entities within its field of membership, as well as charities elsewhere that are meaningful to its members. The credit union will match member donations of at least $25 and up to $500.* Together we can strengthen our communities!

After you have reviewed the program guidelines, check the confirmation box and begin your application.

  • Eligible organizations must be located within the United States and recognized as tax exempt by the Internal Revenue Service under Section 501(c)(3) of the Internal Revenue Code. Eligible organizations include, but are not limited to, health and human service agencies; civic, cultural, educational and health care organizations.
  • The donor must be a primary member of Charter Oak Federal Credit Union.
  • Business accounts do not qualify for Matching Gifts donations.
  • A primary member can donate up to a total of $500 to eligible organizations between August 14, 2024 and November 22, 2024 or until our 2024 Matching Gifts funding limit is met.

Please note: The $500 can be donated to one eligible organization or divided between multiple eligible organizations. Donations beyond the $500 limit per primary member will not be matched.

Examples of ineligible organizations include: private foundations; fraternal, political and religious groups; organizations that are not open to the general public; and individuals.

  • Pooled funds from a number of individuals and payments to satisfy legal obligations will not be matched.
  • Payroll deductions are not eligible and will not be matched.
  • MATCHING GIFTS E-FORMS must be submitted by the eligible organizations to Charter Oak by November 22, 2024 or until our 2024 Matching Gifts funding limit is met.

Charter Oak Federal Credit Union reserves the right to deny any request, and can modify or terminate the program at any time. Submission of an application is NOT a guarantee of a match. Charter Oak Federal Credit Union is not responsible to match the donation if the charity does not properly comply with the terms mentioned above. Matching contributions that are paid by Charter Oak Federal Credit Union are exclusively owned by Charter Oak Federal Credit Union and do not qualify as a tax deduction for the participants of the program. Consult your tax advisor for the deductibility of your personal contribution for Federal and State income tax purposes. Program is only valid for Charter Oak Federal Credit Union Members.

*Donations must be made in $25 increments to be matched. For example: $25, $50, $75, and $100.

Phone: 860.446.3425
Email:

Member Instructions

For the Member...
  1. Review the guidelines.
  2. Select a 501(c)(3) charity.
  3. Make a donation and complete the Matching Gifts Member Request Form. Send the donation and the form to the charity.

Charity Instructions

For the 501(c)(3) Charity...
  1. Review the guidelines.
  2. Using the information from the Matching Gifts Member Request Form, complete the e-Charity form. You may submit up to five requests at a time.

 *Valid on donations up to $500 made by primary members between 8/14/24 and 11/22/2024 or until our Matching Gifts limit is met. Donations must be made to organizations recognized as tax exempt by the Internal Revenue Service under Section 501(c)(3) of the Internal Revenue Code. Some exclusions apply.  Charter Oak Federal Credit Union reserves the right to deny any request, and can modify or terminate the program at any time. Submission of an application is NOT a guarantee of a match. Charter Oak Federal Credit Union is not responsible to match the donation if the charity does not properly comply with the terms mentioned above. Matching contributions that are paid by Charter Oak Federal Credit Union are exclusively owned by Charter Oak Federal Credit Union and do not qualify as a tax deduction for the participants of the program. Consult your tax advisor for the deductibility of your personal contribution for Federal and State income tax purposes. Program is only valid for Charter Oak Federal Credit Union Members.