Matching Gifts Bring Financial Opportunities and Planning Challenges [SUBSCRIBERS-ONLY]

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Written By A. Michael Gellman (CPA, CGMA)

New significant contributions with matching gift components can be a game-changer for nonprofit organizations. However, do not let a potential financial windfall cloud your judgment and decision-making. A matching gift that is not completely understood and optimized will lead to missed opportunities and even to possible negative consequences.

To make the most of new matching gift opportunities, use a three-prong optimization planning process that includes gaining a complete understanding of the matching gift, advance leverage planning to optimize the matching gift opportunity, and assembling a multi-year financial forecast showcasing expected resource utilization and financial impact of the matching gift.

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A. Michael Gellman (CPA, CGMA)
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