"Bank of New York Mellon Employee Page - PDF"
2009 COMMUNITY PARTNERSHIP INDIVIDUAL GIFT MATCHING PROGRAM The Community Partnership Gift Matching Program recognizes and encourages the involvement of The Bank of New York Mellon employees in their communities. Donor Eligibility All recipient organizations must be Community Partnership Program Donors must be active, full- or part- recognized by the Internal Revenue will not match: Payments made for time employees of The Bank of New Service as organizations to which tax- services, tuition, dues, subscriptions, York Mellon or one of its wholly-owned deductible contributions may be made preferential seating, insurance subsidiaries. Donors must be eligible to and must have an IRS designation of premiums, athletic programs, tickets or receive The Bank of New York Mellon 501(c)(3), or be recognized as tax- scholarships; clubs and groups such as benefits. deductible under Section 170(c) of the membership associations, sororities Internal Revenue Code. and fraternities; boosters and athletic Recipient Eligibility clubs; or any contribution not made as Recipient organizations must fall The Employee’s Gift a direct contribution to an eligible within one of the following categories: A personal gift, in the form of cash, organization. check, credit or debit card, or Elementary and Secondary Schools securities, must be paid, not merely How the program works Any private or public elementary or pledged, to an eligible organization. Donors fill out Section A on the other secondary school located within the The gift must be from the personal side of this form and send the entire United States, which awards diplomas funds of the employee and not include form to the recipient organization with recognized by a state department of any monies provided by other their personal donation. education, and which is accredited by individuals or organizations. the appropriate national or regional Recipient organizations certify receipt accrediting association or by a state The market value of a gift of securities of the employee’s gift by signing department of education. will be determined by the closing price Section B and returning the entire on the day the gift was made. If no sale form to The Bank of New York Mellon. Higher Education occurred on the gift date, the assigned Any private or public junior or four market value will reflect the most Incomplete matching gift forms or year college or university and/or recently published closing price forms submitted for gifts that are graduate school, which is a degree preceding the date of the gift. ineligible for matching will be returned granting institution, accredited by a to the employee. The employee is nationally recognized accrediting Match Parameters responsible for notifying the association, a state department of The Community Partnership program organization that a matching gift education, or a state university and is matches employee donations to eligible request has been declined. located within the United States. Arts & Education organizations through the Individual Gift Matching The Bank of New York Mellon Literacy Program on a $.50 to $1.00 basis in recognizes the worthiness of the many Literacy organizations will be 2009 for a maximum company match fine organizations to which employees considered as matching gift recipients of $4,000. The minimum employee make charitable contributions. if the promotion or delivery of literacy gift eligible for matching is $50. Gifts However, only those organizations services is the sole function of the matched through the Global Giving that meet requirements as set forth in organization. Campaign dollar for dollar reduce the this form are eligible to receive maximum company match available matching gifts. The Bank of New York Cultural Organizations through the Individual Gift Matching Mellon reserves the right to suspend, Eligible cultural organizations include Program. amend or terminate this program at performing arts organizations (dance, any time. The interpretation and music, and theater), museums, implementation of this program shall historical societies, arts funds or be determined by The Bank of New councils, cultural centers, libraries, York Mellon and all decisions will be public radio and television stations, final. This program supersedes any parks, zoos, botanical gardens and previous matching gift programs of conservancies. The Bank of New York Mellon and its subsidiary entities. INTERNAL USE ONLY FOR 2009 GIFTS ONLY Page 1 of 2 REV 01/2009 2009 COMMUNITY PARTNERSHIP INDIVIDUAL GIFT MATCHING PROGRAM SECTION A To be completed by Donor I hereby authorize the following institution/organization to report to the Community Partnership Gift Matching Program the total amount of my gift as presented below. Donor Name (Employee name, please print) Office Telephone Number Internal Office Address _____________________________________________________________________________________________________ Full Legal Name of Recipient Organization: ____________________________________________________________________________________________ Address of Recipient Organization: _____________________________________________________________________________________________ City: State: Zip: ___________________________________________________________________________________________ Type of Organization: Elementary/Secondary Education Higher Education Literacy Arts/Culture Amount of Gift: Date of Gift: (This date will be used in determining annual match limits.) Cash/Check/Credit/Debit _____________________________________________________│_________________________________ Securities Name of Security: Number of Shares: Date of Quote: Quoted Market Value: ___________________________________________│____________________│____________________│____________________ Donor Signature: (required) ____________________________________________________________________________________________________________ My signature certifies that I meet donor eligibility for this program. I certify that I have reviewed the guidelines set forth and believe that this gift meets the criteria of the program. Furthermore, I certify that this gift does not in any way represent tuition or payment in exchange for or in expectation of monetary or other benefits, fees, or services to be given to me or any person or organization affiliated with me. SECTION B To be completed by Recipient Organization I hereby certify the gift described on this form was received on the date noted below and that if qualifies for a matching contribution under provisions of the Community Partnership Gift Matching Program. In signing this form, I certify that no goods or services have been or will be provided as a result of my organization’s receipt of a matching contribution. I certify that this gift is a voluntary contribution from the donor, and does not in any way represent tuition or payment in exchange for or in expectation of monetary or other benefits, fees, or services to be given to the donor or any person or organization affiliated with the donor or, to the best of my knowledge, does not represent a donation made by another individual or by a group of individuals either independently or through the donor. I further certify that tone of these funds will be used to support or provide resources to any individual or entity, or anyone who acts as an agent for such and individual or entity, that advocates, plans, sponsors, engages in, or has engaged in terrorist activity. Name of Recipient Organization: Date Gift Received: __________________________________________________________________________________│________________________ Is the mailing address above accurate? If not, please correct: ___________________________________________________________________________________________________________ Signature (required) Print Name Telephone Number/FAX Number ____________________________________│__________________________________│_______/___________________________ Return completed form to Community Partnership Gift Matching Program, The Bank of New York Mellon, One Mellon Center, Suite 1830, Pittsburgh, PA 15258-0001 Questions? E-mail Doreen Tumminello at firstname.lastname@example.org or call (412) 234-2732 INTERNAL USE ONLY FOR 2009 GIFTS ONLY Page 2 of 2 REV 01/2009