The most common reasons for a Matching Gift to be declined are:
You may view your giving history at any time on the Donations & Match Requests page in my Giving and Volunteering.
Thank you for your understanding.
Matching Funds Payments
When you record a donation you paid directly to an organization, the confirmation page in my Giving and Volunteering will provide a link to verification instructions which the organization must follow. You’ll need to share those instructions with the organization directly. The organization must follow the verification instructions by visiting the nonprofit portal and confirming that they received your direct donation. Only then will the matching gift request will be queued for eligibility review. Upon approval, your match will be processed for payment within our established payment schedule. Please note that credit card and payroll matches do not require organization verification.
Please check the Matching Gifts & Disaster Relief History portlet in my Giving and Volunteering to determine the status of your matching gift(s).The match will be applied to your match cap for the year in which you paid your direct donation to the organization.
Employees have until March 31 each year to request matching gifts for a donation paid directly to an organization in the prior year.
Please be patient as payment processing can take at least 1 month from the time the gift is approved.
Payments will be issued monthly to organizations that have provided ACH payment details on the nonprofit portal, or quarterly via check if no ACH payment details are provided. In all cases, disbursements are only made when the selected nonprofit has been confirmed to be eligible under the program rules.
Your credit card will be charged at the time you submit your donation in my Giving and Volunteering. You will be able to review all of your contribution details before submitting your card information for processing, and will receive an immediate confirmation that your card was charged. Your credit card statement will display the merchant name as BofA Employee Giving.
Your funds will be paid out to your selected organization within approximately one month as long as the organization has provided ACH details. If your contribution occurs near the end of a calendar year, the organization may not receive your contribution until early the following year.
The matching gift request will be reviewed for eligibility when your credit card donation of at least $24 has been received for distribution to your selected organization. The match request will be reviewed for alignment with program guidelines and, upon approval, processed for payment within our established payment schedule. Please note, employee contributions are distributed to organizations receiving ACH payments monthly or printed checks quarterly. Matching gifts follow the same payment schedule but require additional scrutiny to ensure they align with program guidelines and are in compliance with charitable tax laws. This additional scrutiny may result in matching gifts payments being processed at a later date than the employee contributions. Please check the Matching Gifts & Disaster Relief History portlet in my Giving and Volunteering to determine the status of your matching gift(s).
The match will be applied to your match cap for the year in which your credit card was charged.
Employee funds via recurring payroll deduction:
If you submit a recurring payroll deduction through my Giving and Volunteering, funds will be taken from your pay starting approximately two weeks after submission. Funds are transferred from the Bank of America Payroll team to the Employee Giving Program at the end of each month. Your funds will begin to be paid out to your selected organization within approximately one month after the Employee Giving Program receives your funds as long as the organization has provided ACH details, and as long as at least $5 is accrued. For larger donations, payments will occur periodically throughout the year as additional funds are received through the Payroll process. If less than $5 has been accrued by the end of the year, all remaining funds will be paid the following January.
By nature of recurring payroll deduction, funds taken from December pay will not be received by the Employee Giving Program until January, and so will be paid out to the organization in Q1 of the following year.
If you submit a recurring payroll deduction by the published cutoff date near the end of the year for the upcoming calendar year, funds will be taken from your pay starting with the first pay period of the new year and continue through the entire calendar year. If you submit after the published cutoff date, your first pay of the new year may not be impacted, and your deduction may be in effect for slightly less than the full calendar year.
Employee funds via one-time payroll deduction:
If you submit a one-time deduction through my Giving and Volunteering, funds will be taken from your pay approximately two weeks after submission. Your funds will be paid out to your selected organization within approximately one month as long as the organization has provided ACH details.
If your contribution occurs near the end of a calendar year, funds may be taken from your pay before the end of the year, depending on the date you submit. The organization may not receive your contribution until early the following year.
Matching gifts tied to recurring payroll deduction:
The matching gift request will be reviewed for eligibility when at least $24 of your recurring payroll deduction has been received for distribution to your selected organization. The match request will be reviewed for alignment with program guidelines and, upon approval, processed for payment within follow the same payment schedule but require additional scrutiny to ensure they align with program guidelines and are in compliance with charitable tax laws. This additional scrutiny may result in matching gifts payments being processed at a later date than the employee contributions. Please check the Matching Gifts & Disaster Relief History portlet in my Giving and Volunteering to determine the status of your matching gift(s).
Since recurring payroll funds taken in December are not received and paid out until early Q1 of the following year, the final installment of related matching gifts will not be triggered for review and processing until later in Q1.
If you donate $1 per pay period through my Giving and Volunteering for an entire calendar year, you may not reach the $24 minimum to qualify for a matching gift until after the December payroll funds are fully received by the Employee Giving Program in early Q1 of the following year. Once fully reviewed and approved, the matching gift will be paid later in Q1, as long as the organization has provided ACH details. The match will be applied to your match cap for the year in which your contribution was taken from your pay. Please note: If you give $1 per pay period, and your recipient organization becomes ineligible for matching gifts, you may not be notified of the matching gift request rejection until after the end of the calendar year, when the review is triggered at the time the $24 minimum is reached.
The match will be applied to your match cap for the year in which your contribution was taken from your pay.
Matching gifts tied to one-time payroll deduction donations:
The matching gift request will be reviewed for eligibility when your one-time payroll contribution of at least $24 has been received for distribution to your selected organization. The match request will be reviewed for alignment with program guidelines and, upon approval, processed for payment within our established payment schedule. Please note, employee contributions are distributed to organizations receiving ACH payments monthly or printed checks quarterly. Matching gifts follow the same payment schedule but require additional scrutiny to ensure they align with program guidelines and are in compliance with charitable tax laws. This additional scrutiny may result in matching gifts payments being processed at a later date than the employee contributions. Please check the Matching Gifts & Disaster Relief History portlet in my Giving and Volunteering to determine the status of your matching gift(s).
The match will be applied to your match cap for the year in which your contribution was taken from your pay.
To generate a new Bank of America Gift Program Receipt to give to the organization, please log into My Giving and Volunteering.
If you do not find your organization in the results after a keyword search, please click on Search Tips on the organization search page to view helpful tips for searching and suggest an organization for inclusion. After the nomination review is complete, you will receive an email letting you know if the organization has been approved or rejected for participation in the program. This email will include instructions on how to proceed with completing your donation. Please note, the list of eligible organizations is reviewed and updated on a regular basis. More information on organization eligibility can be found by visiting the program rules
If an organization has not received funds, please have them contact the support center directly for further assistance.
If the information for an organization needs to be updated, an authorized representative from the organization needs to contact our support team to request that their organization record be revised. Organization contact information can be updated only by an authorized representative from the non profit directly.
You can select from five different payment methods – one-time credit card, one-time payroll, recurring payroll expiring at the end of the calendar year, requesting a matching gift for a donation you made directly to an organization, and recording a donation you made directly to an organization without requesting a match. There is no limit to the number of one-time gifts you can submit. You can also combine one-time gifts with your recurring payroll. You may only have one active recurring payroll record, with up to five organizations included. You can change or cancel the details of that recurring payroll record at any time. Please review the Payroll Schedule in my Giving and Volunteering to determine when your modifications will impact your payroll. Recurring payroll deduction requires at least $1 per pay period ($24 or $26 annually depending on your pay frequency) and $1 per organization. One-time payroll deduction or credit card donation requires at least $5 annually and $5 per organization. Your contribution will be eligible for a matching gift if at least $24 is paid to the organization in the calendar year. Review the program rules for additional payment method information.
Payments will be issued monthly to organizations that have provided ACH payment details on the nonprofit portal, or quarterly via check if no ACH payment details are provided. In all cases, disbursements are only made when the selected nonprofit has been confirmed to be eligible under the program rules.
Employee funds via recurring payroll deduction:
Matching gifts tied to recurring payroll deduction:
Employee funds via one-time payroll deduction:
Matching gifts tied to one-time payroll deduction donations:
Employee funds via credit card:
Matching gifts tied to credit card donations:
Matching gifts tied to donations paid to the organization directly and then reported in my Giving and Volunteering:
It sounds like you recorded your hours as independent volunteer service rather than as part of the event. Please log your hours under the event (on the "Volunteer & Record Hours" tab) and then send an email to baccv_global@bofa.com with your 8-digit person number and we will delete your manually created ones. Thank you for your volunteer service!