williams matching gifts application process matching gifts application process application process...

Williams Matching Gifts Application Process

Application Process This guide will walk you through the process of applying for a matching gift. Access the matching gift application at Williams Matching Gifts Application – Retirees and Board Members. Please contact [email protected], [email protected], 1-918-573-1190 or 1-800-320-8040 for your initial login password. You will be able to change this password upon your initial login.

Once in the system, select the Matching Gifts Application tab at the top, then follow the instructions below.

http://www.cybergrants.com/williams/employeegiving

mailto:[email protected]

mailto:[email protected]


Submitting a matching gift request by searching for an organization To search an organization for which you would like to submit a matching gift request, type in the Organization’s Name, select the correct State and Country, then click “Search”.

Your Organization Search Criteria will display a list of organization names and the action you would like to take . Two Actions may appear during your search “Select” or Nominate”


If the “Select” option appears, this means that the organization meets the eligibility requirements and you will be able to proceed with submitting your matching gift request. (If the “Nominate” option appears, see “How to Nominate an Organization” below). Click the "Select" link next to the organization name to proceed with your registration.

Once you’ve selected your organization, you will be able to proceed with submitting your matching gift information. Please refer to the image below. Note: * indicates a required field, all required fields must be completed before proceeding. Once the Matching gift information is completed, click “Save and Proceed” at the bottom of the page.


You will be able to review your Matching gift information one last time before submission. If the information is accurate, click the “Submit” button. If you like to modify your information, click the “Make a Change” button.


Once your submission is successful, you will be prompted to email the non-profit organization so they can confirm your gift. Please make sure to provide an active and valid email address for the organization. To generate the email to be sent directly to the non-profit, “click” on the “Email Non-Profit Confirmation Instructions”.


Note: By selecting “Email nonprofit confirmation instructions” this will automatically provide the non-profit with your gift information as well as instructions on how to confirm the gift.

You will now be prompted to enter “Your name”, “Your reply to email address” and the “Recipient Organization’s email address” Please make sure to provide an active/valid email address that the non-profit program administrator reviews on a regular basis. At the bottom of the page select “preview” to proceed.


Review your information and click “send” to have the email sent to the non-profit. Congratulations! Your email has been sent.


How to “Nominate” an organization …….

If the “Nominate “option appears when searching for your organization, this means that the organization is not currently in our database so you will need to provide additional contact information for the non-profit for additional eligibility verification. If/when the organization meets eligibility requirements, the nomination will be added to Williams’ non-profit database and you will be notified via email. Click the "Nominate" link next to the organization to proceed with the nomination process.


Complete the nomination form to nominate your organization. Once you completed the required fields, click “review” to proceed.


Review your information to ensure that all the information is correct. If any additional revisions need to be made, click on the “Make a change” button. If no additional changes need to be made, proceed by clicking the “Submit” button. Your nomination request is now complete.

NOTE: If the nominated organization is approved, you will receive an email that it has been added to the database. You will then need to complete the matching gift request for your donation.


How to perform an Advance Search

If you are unable to find your organization, try performing an “Advance Search” by clicking the the “Advance Search” link.

Additional filters will display to perform your search.

http://sandbox.cybergrants.com/pls/cybergrants-sb/eg_nom.form?x_gm_id=5052&x_pt_id=32358&x_source_flag=EGD&x_style_id=


Giving History You can view your giving history by selecting your “Matching Gift Application” Tab at the top. Your giving history will display all the Matching Gift requests submitted for the current fiscal year. From your giving history you can also “create a new “Matching gift to an organization you have donated to in the past. Simply click the “create new” link next to the organization’s name.


My Organization

The “My organization” tab will display all organizations that you are associated with. Please note: Only eligible valid 501(c) 3 organizations will display under this tab; all nominations will be displayed on the “My Nominations” tab. You may also create a new matching gift request from this page by clicking on the “Create Application” button. This will prompt you to complete additional Matching Gift information.


My Nominations

Please note: Only previously nominated organizations will display on the “My Nominations” tab. If you have not nominated an organization, this section will be blank. If your organization is approved the nomination disposition will display “Approved”. You will receive an email notification for any approved/rejected nominations.


Edit Profile To edit your account information click on the “Edit profile” link at the very top of the page.

Frequently Asked Questions Click on the FAQs tab on the top of the page to view all frequently asked questions. Click on the question to display the answer.


Need Support? Need additional assistance. Please contact Williams Cybergrants support by email or phone. The need support link will display at the bottom of each page. Click on the “Need Support” link


A “Support Request” form will display in a new window. Describe your request in the paragraph field and click the “Submit Support Request” button. Most requests will receive a reply within one business day (excluding weekends & holidays). To contact Williams Community Outreach via phone, dial 1-918-573-1190.

williams matching gifts application process matching gifts application process application process...

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