Exe.017.05a.matchgift/empl_l04a (page 1)

MATCHING GIFTS PROGRAM FOR EDUCATION
G e n e r a l G u i d e l i n e s
Deeply committed to education, and the belief that education is the foundation of a healthy
community, Exelon is recognized as a leading advocate for education. With a strong history of
supporting a wide range of educational institutions, the company has made education its signature
corporate giving focus area. As an extension of this commitment, the company welcomes employees
to participate in the Exelon Matching Gifts for Education program. Exelon employees are encouraged
to financially support qualifying educational institutions of their choice and request a matching gift
from Exelon. The company will match eligible employee contributions to qualifying educational
institutions, dollar for dollar, from a minimum of $25 up to $2,000 per employee, per calendar year.
Eligible Individuals
Ineligible Gifts & Institutions
All regular full-time employees of Exelon (and its subsidiaries) who have completed one year of service and are on the active • Gifts intended to fulfill a person’s pledges, tithes, or other payroll are eligible under the Matching Gifts for Education Program.
church-related financial commitments.
Company Directors are eligible as well.
• Gift for non-scholastic programs, such as athletics (E.G., booster, tickets, etc.) or stadium/facility construction.
Eligible Institutions
• Payment in lieu of tuition, books, or other student fees, or to • Public and private elementary and secondary schools (Grades K through 12). Schools must be registered and a fully accredited institution in the state in which it does business.
• Dues or gifts to alumni groups that are not distributed to affiliated • Degree-granting graduate and professional schools, universities, eligible educational institutions for scholastic purposes four-year and two-year colleges, and technical institutes that are • Amounts payable as subscription fees for publications.
located in the U.S., or one of its possessions. Institutions must be • Personal memberships or ticket purchases accredited by one of six regional accrediting agencies established • Gifts or payments to for–profit or commercial institutions.
by the United States Secretary of Education (e.g., North Central • Scholarships or other payments to individuals.
Association of Colleges and Schools).
• Other payments not received as gifts by an eligible institution.
• Educational funds (e.g., United Negro College Fund, Big Shoulders • Social service agencies or such institutions that operate Fund, CLEF), if the sole purpose is to raise money for constituent institutions, which are eligible under • Non-tax deductible gifts or portions thereof.
• Alumni Funds, foundations, or associations, which collect funds for eligible institutionsfor scholastic purposes.
Application Procedure -
• All eligible educational institutions must There are two ways to request a matching gift from Exelon. You may submit a request electronically by visiting www.easymatch.com
/exelon. For assistance, contact customer
entities, have a tax-exempt status).
submit a paper request form by completing
Part A of the Exelon Matching Gift Program
Eligible Gifts
• Each single gift to be matched must be institution of your choice. The recipient • Gifts of cash must be paid, not merely institution must complete Part B and return
the form to the Exelon Matching Gifts processing center at the address listed on the bottom of the form. The form school or organization verifies the sale must be received no later than six months of the date of your gift.
You will receive confirmation when your request is received.
• Eligible matching gifts will be applied to the year in which the After receipt of your request and verification from the educational donor makes his/her contribution- provided the request is received institution, approved payments are processed and checks are sent by the Exelon Matching Gifts processing center within six months directly to the institution. In the event that a school does not send of the date of the employee’s gift. Additionally, the recipient back verification,the matching gift request will be declined and you educational institution must provide written verification that it will receive notification. Processing is done on a quarterly basis.
has received the employee's gift. If an employee submits a request Approved payments will be made shortly after March 31, June 30, online, the Exelon Matching Gifts processing center will notify the September 30 and December 31 of each year. You can track the recipient school to send verification of its receipt of the employee's status of your requests online in the Giving History section or by gift within 60 days. If the employee made the gift to an educational institution by sending it along with a paper requestform, then the recipient school must complete and send the Administrative Conditions
request form to the Exelon Matching Gifts processing center The company reserves the right to suspend, change, revoke, or within six months of the date of the employee’s gift.
terminate the Program at any time. No obligation is imposed upon, • Exelon will match one-for-one individual personal gifts up or accepted by, Exelon by reason of its Matching Gifts for Education to a total of $2,000 for eligible educational institutions during Program. The interpretation, application, and administration of the Program shall be determined at the sole discretion of Exelon and its • Only the tax-deductible portion of a gift will be matched.
decisions are final and not subject to further review.
MATCHING GIFTS PROGRAM FOR EDUCATION
Request Form
Apply online at www.easymatch.com/exelon or fill out Part A of this form and
send it with your donation for completion by the recipient educational institution.
To be completed by donor (please type or print). Forward
To be completed by institution (please type or print).
completed form with your contribution to the organization.
Donor Name ____________________________________________________ I hereby certify that a gift of $________, of which $________ is tax deductible, has been received on _______________, 20_______ from Hire Date ______________________________________________________ I further certify that my organization is classified as a 501(C)(3)organization (or equivalent) by the United States Internal Revenue Service Employee ID Number ____________________________________________ and meets all of the conditions set forth in the Exelon Matching Giftsbrochure.
Name of Institution __________________________________________ Department ____________________________________________________ ____________________________________________________________ Office Address __________________________________________________ Address of Institution ________________________________________ City, State, Zip __________________________________________________ ____________________________________________________________ Daytime Phone__________________________________________________ City, State, Zip ______________________________________________ Home Address __________________________________________________ Telephone Number __________________________________________ City, State, Zip __________________________________________________ Federal Tax-Exempt ID No. ____________________________________ Donor E-Mail Address ____________________________________________ Authorized Representative ____________________________________ Name of Recipient Institution ____________________________________ Title _____________________Date_____________ ______________________________________________________________ X __________________________________________________________ Address of Recipient Institution __________________________________ ______________________________________________________________ City, State, Zip __________________________________________________ ❏ Higher Education ❏ Elementary ❏ Secondary Amount of Gift __________________________________________________ Date of Gift ____________________________________________________ Please return completed form
Form of Gift: ❏ Check ❏ Cash ❏ Credit Card within 30 days to:
I hereby certify that the above information is correct and that my gift fully complies with the Provisions of the Exelon Matching Gifts Program.
P.O. Box 8377Princeton, New Jersey 08543-8377 X ______________________________________________________________Donor signature 2006 Exelon Corporation. Exelon Corporation is a registered servicemark.

Source: http://forms.matchinggifts.com/Exelon.pdf