Matching Gifts Program

We’ll match all qualified* charitable donations YOU make between Monday, August 14, 2017 and Wednesday, November 22, 2017.

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.

We hope our new 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 ($25, $50, $75, and $100, etc.); our credit union will match up to a maximum of $500 per member during these 100 days.

Here’s how it works:

For the member…

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

For the 501(c)(3) charity…

  1. Review the guidelines.
  2. Visit https://charteroak.org/content/matching-gifts-charity-form/. Using the Matching Gifts Request Form, complete the Matching Gifts Charity Form. You may submit up to five requests at a time.
  3. Mail original Matching Gifts Request forms to:

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

 

MATCHING GIFTS GUIDELINES

MATCHING GIFTS REQUEST FORM
(TO BE COMPLETED BY THE MEMBER)

E-SUBMISSION – MATCHING GIFTS CHARITY FORM
(TO BE COMPLETED BY THE CHARITY)

 *Valid on donations up to $500 made by primary members between 8/14/17 and 11/22/17. 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.

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