Bill Jacobs Partners Matching Gift and Dollars for Doers Guidelines

PROGRAM OVERVIEW

Effective October 1, 2021, the Bill Jacobs Partners Employee
Matching Gifts Program matches employee’s donations to eligible
501(c)(3) tax-exempt organization in good standing that meets
program criteria. Additionally, the Dollars for Doers Program
provides a $15 grant to eligible organizations for every volunteer
hour performed by a Bill Jacobs team member.
To encourage and support the generosity and community
involvement of employees, Bill Jacobs offers the Bill Jacobs Partners
Employee Matching Gift Program and Dollars for Doers Program
which each provide matching funds and volunteer grants to the
charitable organizations our team members personally support.

HOW IT WORKS

To maximize the impact of charitable giving, the Bill Jacobs
Organization matches, dollar for dollar, donations made by eligible
employees, of at least $15 up to a maximum of $200 per year, to
eligible nonprofit organizations or educational institutions of their
choice. The $15 minimum applies to each gift a donor may wish
to make; Bill Jacobs will pay a maximum of $200 annually for each
employee, being the combined limit for both programs. Bill Jacobs
Partners will donate $15 per volunteer hour worked by a team
member at an eligible organization. The donation will be made
directly to the organization that received the donation or volunteer
hours. All volunteer hour donations will count toward the $200
annual maximum contribution.

Eligible gifts and grants are processed and matched to institutions
on the following quarterly schedule.
Received by: 3/1 6/1 9/1 12/1
Processed by: 3/31 6/30 9/30 12/31

Employee contributions must be paid by check or credit card. GIFTS
MUST BE PAID, NOT MERELY PLEDGED. Volunteer hours must be
recorded and verified by the eligible organization where the hours
were completed in a form or method selected by us.

For gifts in the form of installments, each installment must be
submitted on a separate form and meet the $15 minimum gift
requirement.

Please note that no employee or member of the employee’s family
may directly or indirectly benefit as a result of the matching gift
or volunteer activity. The gift must be a personal gift from the
donor’s personal funds. Bill Jacobs reserves the right to verify the
501(c)(3) tax exempt status and certification of the charity prior to
making its contribution.

ELIGIBLE INDIVIDUALS

Individuals eligible for the programs are regular full-time or regular
part-time employees with at least 30-days of continuous service.

ELIGIBLE ORGANIZATIONS

Certain non-profit charitable Healthcare, Education, Civic, Cultural,
and Environmental organization is eligible for the Matching
Gifts Program provided it is located in the United States and is
recognized as tax exempt by the Internal Revenue Service under
Section 501(c)(3) of the Internal Revenue Code. Organizations
without Section 501(c)(3) status are not eligible. Please contact the
program administrator to confirm the eligibility of your charity.

RESTRICTIONS & NON-ELIGIBLE GIFTS

Bill Jacobs Partners will NOT match the following:

• Gifts to organizations that do not have a 501(c)(3) exemption,
  except for public schools
• Private Foundations, Donor Advised Funds, Supporting
  Organizations or Religious Organizations (e.g. churches, temples,
  synagogues, mosques)
• Individual, family or group memberships in organizations
• Gifts to individual research projects
• Pooled funds from a number of individuals
• Amount payable as dues or subscription fees for publications
• Insurance premium payments
• Payments that cover the costs of services, tuition, books, student
  fees or alumni dues
• Unitrust or charitable remainder organizations
• In-kind services, materials, supplies, pledges or real estate
• Payments to satisfy legal obligations
• Gifts to partisan political organizations, candidates, or to support
  specific legislation
• Gifts made to organizations that practice discrimination
• Tickets for benefit dinners or events
• Gifts made by spouses or surviving spouses
• Gifts made to religious organizations
  (e.g. churches, temples, synagogues, mosques)

Gifts may be eligible for a match if the programs operated by faith-based social service organizations meet the following criteria:

• The organization has a 501(c)(3) determination letter from the IRS;
• If the gift is designated to a particular program that is available
  and open to all individuals in the community;
• The program is for non-religious purposes (such as a food pantry
  or domestic abuse shelter) and;
• The organization does not use the program to promote
  any religion.

EXAMPLES OF ELIGIBLE ORGANIZATIONS

• Eligible healthcare organizations include: hospitals, hospices,
  psychiatric/mental health organizations, ambulatory care
  facilities, long-term convalescent facilities, etc.; as well as a range
  of national and local health-related organizations, including those
  whose programs relate to specific diseases.
• Eligible educational organizations include: graduate and
  professional schools; colleges and universities; public or private
  secondary, elementary and pre-elementary schools; as well as a
  range of national and local education-related organizations.
• Eligible civic organizations include: a wide range of national
  and local civic and social service groups, such as community
  recreational centers, programs for the elderly, veterans,
  halfway houses, women’s centers, drug/alcohol rehabilitation
  projects, youth programs, conservation groups, legal assistance
  centers, programs for the handicapped, vocational/technical
  training, non-academic research organizations, and pet rescue
  organizations.
• Eligible cultural organizations include: aquariums, arboretums,
  art galleries, arts councils, botanical gardens, cultural/performing
  arts centers, film societies, historical societies/restorations,
  libraries, museums, music/choral groups, opera companies,
  orchestras, planetariums, public broadcasting television and
  radio stations, theater companies and zoos.
• Eligible U.S. organizations protecting the environment,
  conserving natural resources and habitat, and protect natural
  wildlife.

EXAMPLES OF ELIGIBLE VOLUNTEER SERVICE

• Participation on an eligible non-profit board
• Non-profit committee work for eligible institutions
• Organizing or volunteering with fundraising events or activities
  for eligible institutions
• Coaching non-school related sports teams
  (little league, YMCA soccer)
• Leading or participating in non-school related activities
  (Boy Scouts, Girl Scouts)

Team members can visit https://www.volunteermatch.org/ for
volunteer opportunities.

RESTRICTIONS & NON-ELIGIBLE VOLUNTEER ORGANIZATIONS
AND ACTIVITIES

Ineligible organizations

The following types of organizations are not eligible to receive
Dollars for Doers grants based on IRS guidelines:

• Political organizations or candidates
• Professional associations such as chambers of commerce or
  trade associations
• Private foundations
• Volunteer fire companies, ambulance and rescue squads
  (501(c)(4) organizations)
• Religious organizations for sectarian purposes
• Educational institutions, including public or private elementary,
  middle or high schools, community colleges, universities, and
  professional schools
• Hospitals and medical-related facilities
• Organizations identified as fraternal societies or social clubs
• Any organization that advocates or supports policies or practices
  that discriminate against any classification of people and/or
  conflicts with Bill Jacobs’ values.

Volunteer hours may be matched if the programs operated by faithbased social service organizations meet the following criteria:

• The organization has a 501 (c)(3) determination letter from
  the IRS;
• The volunteer opportunity is designated to a particular program
  that is available and open to all individuals in the community;
• The program is for non-religious purposes (such as a food pantry
  or domestic abuse shelter) and;
• The organization does not use the program to promote
  any religion.

Ineligible Volunteer Activities

• Faith-based volunteer activities directly connected with a
  worship service – such as singing in the choir, teaching religion
  class, serving as an usher or babysitting during worship services.
• Political volunteer activities such as working the polls or voter
  registration, campaigning, or lobbying.
• Fundraising for, or participation in, walks, runs, bowl-a-thons,
  golf tournaments, and other types of sporting events, or
  attendance at fundraising events such as luncheons, dinners,
  banquets, or galas (service as a volunteer at these events, or
  service on a planning committee for these events is eligible for
  the Dollars for Doers Program.)
• Volunteer activities that may be considered a conflict of interest
  with current job responsibilities.
• Anticipated volunteer activities not yet performed.

For more information including program guidelines and
giving history:

• giving history:
  • https://www.billjacobs.com/partners
• Questions? Call Margaret Johnson at 630-615-5704 or email
  [email protected]

All employee participation in either program is completely voluntary,
unpaid and to be completed outside of working hours. No volunteer or
charity organization may reference Bill Jacobs Partners or its affiliated
companies in any publication, advertising or promotion without Bill
Jacobs Partners’ prior written consent.

ADMINISTRATIVE CONDITIONS

The Bill Jacobs Organization will determine whether specific
donation or volunteer grant requests comply with the eligibility
requirements, application procedures and intent of the program.
The Bill Jacobs Organization, on behalf of the Bill Jacobs Partners,
reserves the right to reject any request that does not meet the
program criteria; employees are encouraged to verify a program’s
eligibility in advance of any donation or volunteering. While Bill
Jacobs Partners hopes to continue the Matching Gifts Program
and Dollars for Doers Program indefinitely, the Company reserves
the right to modify or terminate the program at any time.