Describe your matching-gift process. Makeform creates a donor-friendly form for the original donation, employer program, documents, and follow-up permission.
Route matching-gift submissions to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the Makeform builder.
Audience
Recent donors who may qualify for an employer match
Format
Short follow-up form with conditional details
Prompt size
245 chars
Example form structure
Short follow-up form with conditional details
Donor name and email
Original donation amount and date
Employer name
Have you started the matching request?
Upload confirmation or employer form
Suggested routing tags
New match lead
Donor started request
Needs follow-up
Ask whether the donor started the employer request to separate new opportunities from pending confirmations.
Step 1
Identify
donor and employer program
Step 2
Document
original gift and request status
Step 3
Route
send the record to advancement staff
Step 4
Follow up
track the match through completion
Why use a dedicated form
A structured form keeps the donor, gift, employer deadline, and confirmation together for the person handling follow-up.
Capture amount, date, campaign, and reference so staff can locate the original contribution.
Show portal, upload, volunteer-hour, and document questions only when relevant.
Send submissions to the queue where staff review deadlines and next actions.
Four matching scenarios
Support new requests, status checks, volunteer grants, and major-gift follow-up.
Share the form while the gift date, amount, and employer are easy to find.
Collect campaign references, gift method, designation, and portal status.
Record service dates, hours, activities, supervisor, and employer instructions.
Collect deadlines, requested documents, and the donor's preferred contact channel.
Matching-gift workflow
Use your real process and route results to a visible follow-up queue.
Describe your direct-gift, workplace-campaign, and volunteer-grant paths.
Require core fields and show deadline, portal, upload, or service-hour questions conditionally.
Link it from donation acknowledgments, campaign messages, volunteer follow-ups, and staff outreach.
Assign an owner, record status, and follow the employer's process and deadline.
Form vs email vs generic donation form
A matching gift form creates a consistent intake record; it does not replace the employer's process.
Field guide
Connect the donor, original gift, and employer process without collecting unrelated information.
Donor details
Ask for name, email, preferred contact method, and the name used on the gift if different.
Original contribution
Amount, date, campaign, and transaction reference help staff distinguish this gift from other contributions.
Employer program
Capture employer and program names. Ask for match terms only when the donor knows them.
Request stage
Use status choices for not started, submitted, awaiting nonprofit verification, or completed.
Deadline and documents
Collect the employer deadline and requested documents. Show confirmation uploads conditionally.
Internal routing
Tag by campaign, stage, or urgency and route submissions to the matching-gift owner.
Related tools
Use focused forms for the original donation, campaign participation, donor requests, receipts, and volunteer involvement.
Collect alumni gifts and the campaign details that can feed later matching outreach.
Open toolBuild a contribution form organized around a specific appeal, fund, or giving campaign.
Open toolStandardize requests for donated funds, goods, or organizational support.
Open toolCreate a broader fundraising intake for donors, campaigns, and supporter details.
Open toolLet donors request or correct receipt information through a separate workflow.
Open toolRegister volunteers whose service may later qualify for an employer volunteer grant.
Open toolFAQ
Practical answers for nonprofit teams collecting employer-match details from donors and volunteers.
It collects the original gift, employer program, request status, deadline, and documents. It organizes nonprofit follow-up but does not replace the employer's process.
Include donor contact, gift amount and date, transaction reference, employer program, expected match if known, stage, deadline, documents, optional confirmation, and follow-up permission.
No. The employer or its administrator determines eligibility. Treat match terms as donor-provided details and follow the current employer instructions.
Yes. Branch from gift or volunteer service to the relevant amount, transaction, date, hours, activity, and supervisor fields. Both paths can collect employer, deadline, stage, and documents.
Yes. Add a conditional upload for confirmation, instructions, or a document requested from the nonprofit. Donors who have not started should not need an attachment.
Route submissions to one owner or queue. Track stage, deadline, next action, last contact, and expected amount with consistent status labels.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect matching-gift submissions without a response cap. The paid tier removes the Makeform badge.
Send it with a donation acknowledgment, campaign follow-up, year-end reminder, or volunteer thank-you. Explain what you collect and that the employer may require separate action.
Bring every matching opportunity into one queue.
