Want to offer Charity Matching but don’t have the staff to administer the program? PASS offers a complete range of Charity Match administrative services to assist organizations offering a charitable or other incentive match to employees.

PASS’ Charity Match services, like all of our services, are customized to meet the needs of our clients. PASS’ Charity Match services include: Reviewing Charities PASS will review employee’s charity selections to ensure they meet the organization’s giving criteria. Whether your organization will match to any 501c3 or just a select few, PASS will review each using a proprietary charity database and ensure that all are a 501(c)3 organization with a current 501(c)(3) status and are within the list of allowable organizations as determined by the client. Tracking Employee Contributions PASS will track eligible employee contributions and calculate charity match amounts based on the organization’s match criteria. Whether your match is $1 for $1, $.50 for $1 or you match after a threshold is met, PASS will make the appropriate calculations and provide you with a detailed list of all contributors, charities selected, and charity check amounts. Banking PASS will provide full or partial banking services for your Charity match program. Whether you need to have PASS open and maintain a trust account on the organization’s behalf or you use your own organization’s bank account, PASS can accommodate either by providing full or limited banking services. The organization will fund the account and PASS will reconcile the account on a monthly basis and provide trust account financial reports to the organization. PASS will work with the organization to determine banking procedures such as cancelled or voided checks and funding requests. Positive pay arrangements can be made with the bank if required by the client. PASS’ banking services are customized to your organization’s program. Preparing Charity Match checks PASS prepares charity match checks on a schedule as defined by the organization. PASS also prepares customized cover letters to go with each check. PASS also prepares employee e-mails/letters so the employees will know that their charity match contributions have been sent. Management Reports PASS will assist clients in accounting for their charity match programs by providing a series of detailed reports. Standard reports include a list of employees with designated charities and charity contribution amounts, summary of total funds contributed to each charity, and financial reports for the trust account.

Simplify Your Charity Match Program Administration