Matching Gifts Charity Form

Charter Oak's 2017 Matching Gifts Program has expired.
Please do not complete and submit form; it will not be reviewed. 

SECTION 1: CHARITY INFORMATION

*Denotes Required Field

Organization Name (as listed on 501(c)(3) determination letter or equivalent):*
Federal Tax ID #:*
Contact Name:*
Contact Title:*
Phone Number:*
email Address:
Mailing Address:*
City:*
State:*
Zip Code:*

SECTION 2: MEMBER(S) INFORMATION

Up to 5 member donations may be entered in one submission.

First Name:*
Middle Initial:
Last Name:*
Suffix:
Mailing Address:*
City:*
State
Zip Code:*
Phone Number:*
email Address:
Date of Gift:*
Amount of Donation:*
 

First Name:
Middle Initial:
Last Name:
Suffix:
Mailing Address:
City:
State:
Zip Code:
Phone Number:
email Address:
Date of Gift:
Amount of Donation:
 

First Name:
Middle Initial:
Last Name:
Suffix:
Mailing Address:
City:
State:
Zip Code:
Phone Number:
email Address:
Date of Gift:
Amount of Donation:
 

First Name:
Middle Initial:
Last Name:
Suffix:
Mailing Address:
City:
State:
Zip Code:
Phone Number:
email Address:
Date of Gift:
Amount of Donation:
 

First Name:
Middle Initial:
Last Name:
Suffix:
Mailing Address:
City:
State:
Zip Code:
Phone Number:
email Address:
Date of Gift:
Amount of Donation:
 

By submitting this form, I confirm the above gift was received and this organization is tax exempt under section 501(c)(3) of the U.S. Internal Revenue Code. I further confirm that no direct, tangible benefit will accrue to the donor, to any member of their family, nor to any related third party as a result of this gift and it will be used to support the charitable objectives of the organization.
ReCaptcha Field

Thank you for your submission! Your request will be reviewed by our Marketing Department soon.

Just a reminder…

  • Send ALL original Matching Gifts Request Forms to us after the information has been submitted electronically:

    Charter Oak Federal Credit Union
    MGP - Originals
    1055 Hartford Turnpike
    Waterford, CT 06385

  • We match donations up to $500 per member, and in $25 increments. We will match all requests in the order in which we received them.

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1.60%apy*


ON AN 8-MONTH

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* APY = Annual Percentage Yield

 

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ON A 20-MONTH

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* APY = Annual Percentage Yield

 

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AS LOW AS

3.59%  /
3.65%apr**


 

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** APR = Annual Percentage Rate