Matching Gifts from the Corporate Perspective

Bill CarpenterExxonMobil FoundationDecember 2, 2009

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ExxonMobil Programs

Programs for ExxonMobil employees & retirees:• Educational Matching Gift Program - 3 to 1 match to colleges and

universities up to $7,500 per eligible donor per year• In 2008, employees & retirees donated more than $11.1 million to 900

colleges & universities. In April 2009, ExxonMobil made matching donations of more than $25.4 million.

• Cultural Matching Gift Program – 1 to 1 match to arts and cultural organization up to $2,000 per eligible donor per year

• In 2008, employees & retirees donated more than $2.2 million to 1,650 cultural organizations. ExxonMobil made matching donations of more than $1.5 million.

• Volunteer Involvement Program - $500 grant to most charitable organizations after eligible participants volunteer 20 hours

• In 2008, ExxonMobil volunteers donated more than 495,700 hours to 4,200 organizations. ExxonMobil made grants totaling $7.0 million.

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ExxonMobil Programs

Programs for heritage Mobil retirees:• Mobil Retiree Matching Gift Program – 1 to 1 match to most charitable

non-profit organizations up to $5,000 per Mobil retiree per year• In 2008, Mobil retirees donated more than $4.1 million to 4,050

non-profit organizations. ExxonMobil made matching donations of more than $3.3 million.

• Volunteer Involvement Program - $500 grant to most charitable organizations after eligible Mobil retirees volunteer 40 hours

• In 2008, Mobil retirees donated more than 105,700 hours to 590 non-profit organizations. ExxonMobil made grants totaling $770,000.

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Matching Programs

• Why do corporations have matching gift programs?• Provides employee benefits and increases morale

• Improves external public relations – social responsibility

• Promotes broad-based philanthropic programs

• ExxonMobil Foundation:• Encourage employees & retirees in their personal giving and

volunteering in the community where they live and work

• Allows ExxonMobil and our employees to be seen in the community

• Maintain positive relations with colleges and universities where employees attended

• Primary support for the arts in local communities

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Trends in Matching Programs

• Recent economic downturn has had some negative impacts

• Mergers and corporate takeovers continue to change landscape of Programs

• Program Administration• Most companies now outsource administration to reduce costs

• ExxonMobil Foundation uses J. K. Group

• Some companies administer Programs in-house

• How can you help company’s minimize Program costs?

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Administration of Programs

• Who do I contact with questions and problems?• Look at the company’s web site or application for the preferred contact

• exxonmobil@easymatch.com• (877) 807-0204

• Don’t try to circumvent the process

• If you don’t get the answer you think is correct (not just the answer that you want), ask to talk with someone else

• If you get conflicting information or the run-around, ask for contact or e-mail of person at the company to contact

• Where can I find policies and guidelines?• Included with paper application

• Company web site – www.easymatch.com/exxonmobil

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ExxonMobil Web Site

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Administration of Programs

• Paper or Electronic?• Trend is electronic applications, but most companies accept both

• Benefits with electronic applications:• Eliminates programs costs and lost applications• Reduces time required for processing applications• Allows organizations to better track processing

• How can you help companies encourage electronic applications?

• What if I held a paper application and it’s now past the deadline? Will it still be honored?

• Depends on the circumstances and the company’s policy

• ExxonMobil tries to accommodate within reason• Less of a problem with electronic applications

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What Do I Need to Know To…

• Complete an application?• What is the process?

• Is a certification of gift receipt required?• Original signature required? Electronic?

• Is there a deadline?

• Are some gifts ineligible for matching?• Purpose athletics, scholarships, alumni associations, religious• Donor benefits subscriptions, tickets, scholarships

• Track receipt of matching gift payments?• When are payments issued?

• monthly, quarterly, annually

• Is there a timeframe for requesting missing payment?

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Other Issues

• Will companies help me with fundraising?• Most companies will not provide employee data or send out

solicitations on company letterhead

• Some companies will post notices on company web sites

• Best suggestion is to utilize a company ‘agent’ or executive to help

• Do matching gifts need to be acknowledged?• Depends - some companies require receipt, others do not

• ExxonMobil Foundation does not require receipt

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Wrap Up

Questions?