To submit a Post-Tax Matching request online, your organisation needs to have the online Post Tax Matching module enabled. If you don’t see the Matching Tab, speak to your CSR Manager to see if this feature can be enabled for your organisation.
Your Post Tax donations can now be matched by your organisation through the Workplace Giving Platform. Your organisation will match your individual or team donation – please note matching caps may apply. You will receive a notification straight away about the outcome of your request.
Before you apply you will need:
- The Post Tax Matching Module enabled by your employer.
- A copy of your post tax donation receipt which confirms the charity, date, and amount of the donation. Image file formats supported include: .doc, .docx, .jpg, .jpeg, .png or .pdf.
- Sufficient Matching allowance remaining. You can check your remaining matching allowance on the Matching Tab.
To apply for a post-tax matching donation, submit a request by following a few simple steps:
I am a first time Workplace Giving user
- Navigate to your organisation’s signup page.
- Select the Register Now button.
- On the Choose my Charities screen select the Matching Submission button
- Request for your offline donation to be matched by selecting the Create a New Submission button.
I am a registered Workplace Giving user
- Login to the Employee Portal using your Good2Give Workplace Giving Platform credentials.
- Click on the Matching Tab
- Request for your offline donation to be matched by selecting the Create a New Submission button.
Create a New Submission
- Complete the Gift/Receipt Matching Request Form
- Complete the application request by clicking the Submit button at the bottom of the request form.
- You will receive an on-screen notification and an email notifying you of the outcome of your request.
In some circumstances when the amount of your donation exceeds your organisation’s approval limit, your submission may be referred to your CSR Manager for further review. You will receive an email notification once your CSR Manager has reviewed your application.
- Your submission appears in the submission summary in the Matching Tab.
- Once your submission has been approved your donation will appear in the My Giving History screen.
Frequently Asked Questions
What is Post Tax Matching?
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How can I submit a Post Tax donation for matching?
You will first need to sign into the Workplace Giving Platform. Once signed in you can create a new submission from the Matching Tab.
How does my donation get matched?
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When does my donation get matched?
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Why was my donation not fully matched?
If your organisation has a matching cap allowance and your remaining matching allowance is not enough to cover the full donation amount, the Workplace Giving Platform will partially match your donation up to the matching cap limit. Contact your CSR Manager for more information about your matching cap allowance.
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