If you've made a donation outside your company’s giving platform and you'd like to request a company match, you can follow these simple steps to submit a Retroactive Match request.

Note: This functionality was updated in March 2024, so the form may look different from the last time you submitted a request. However, the process of having your request reviewed will work roughly the same as it has in the past.

Step 1: Head Over to Your Donation History Page

To start, navigate to your Donation History page. The Donation History page can be found by clicking on your name in the top right corner of the screen and selecting “Donation History” from the dropdown menu.

In the “Your Impact” box at the top of the page, you'll find a button to submit a "Retroactive Match Request". Click on it to proceed.

Step 2: Pick Your Charity

When you click the link, it takes you straight to our charity search page. Here, you can find and select the charity you've donated to. Use the charity ID (EIN) for best results or search by charity name.

The search will only return charities that are eligible for matching based on your company rules.

Once you've found your charity, click on the “Submit Match Request” button.

Step 3: Fill Out the Form

Next, you'll need to fill out some information about your donation:

• EIN: This will already be filled out from the previous page, just to confirm you're submitting a request for the right charity.
• Charity: This will also be filled out from the previous page. Again, it's just for you to confirm the correct charity.
• Donation Date: Select the date you initially made the donation.
• Match Amount: Enter the amount you donated. You'll see your available match funds displayed just to confirm you have enough funds for the match.
• Designation: This one's optional. If you want to specify where you want your donation to be used, you can do so here.
• Donation Receipt: Upload any file that serves as a receipt of your donation.
• Submit Request: Once everything's filled out, hit the Submit Request button.

Just remember, fields marked with a * are mandatory.

Step 4: Keep an Eye on Your Request

Finally, keep an eye on your inbox and Donation History. You'll receive 2 emails:

1. The first email will confirm that we've received your match request and it's pending review.
2. The second email will let you know whether your match request was approved or rejected.

Please be patient. It can take up to a few weeks for your company admins to review match requests.

Your match request status will be visible on your Donation History page and will updated from “Pending” to “Approved” or “Denied” when the review is completed.