- Suits proportion
- Minimal and you may restriction contribution numbers
- Qualifying professionals and you may nonprofit causes
- Style of donations and you may submitting due dates
- Matching current consult process and you may website links so you’re able to web-based forms
- Involvement from inside the auto-submitting
Once you’ve the information under one roof, it isn’t difficult to have staff to choose if or not their newest contributions qualify to possess matching and take the latest initiative to participate. Understand that, as you build customizations towards matching current system, it is essential to make fully sure your business providing plan documentation can be as right or more-to-date that you could.
When your system is real time, it’s time to initiate producing the chance to your workers. This is certainly a significant, even when usually overlooked, step up the process.