Eligibility

Only contributions directly received from a donor by the Flanzer Trust are eligible for matching. All matching contributions must come directly from individual donors, their donor advised funds, or their personal foundations. Agencies or others may not “bundle” contributions. Checks collected from individual donees by an Agency or by others and submitted indirectly will NOT be matched and will be returned to the “donee”. Bundling will be a violation of our terms and conditions that will result in the permanent exclusion of the Agency and bundler from the matching program. Contributions must be in the form of check, credit card, or online donation through PayPal. Corporate or partnership donations are not eligible. Contributions may NOT be made by faith-based organizations or houses of worship, regardless of their form of organization, Ineligible donations shall be returned to the donor less a 10% handling fee.

All Agency’s personnel who donate to the Agency shall donate to the Flanzer Trust with their personal check or credit card information and online donations must be processed using the personnel’s individual email address and not that of the Agency. No Agency or their personnel shall submit a donation on behalf of another person.

The amount eligible for matching from donors is limited to $500 per month per Agency, per household, with an annual maximum of $3,000 per each charity. Any amount received that is ineligible for matching, in whole or in part, will be forwarded to the Agency without a match. Receipt of a tax letter acknowledging the contribution received by the Trust and directed to be sent to an agency does not create any rights on behalf of the donor should the Trustees determine that the Agency is suspended or no longer eligible to participate in the Matching Program. In the case that the donation is not eligible for matching as a result of such circumstances, the donation will be forwarded to the Agency without match consistent with the Guidelines set forth herein. Upon receipt of matched donations, the Agency will promptly notify the donor in writing that their donation was received by the Agency. The Flanzer Trust reserves the right to place annual limits of the amount matched for any or all Agencies at any time.

Agencies that receive cash donations shall not submit such cash or a check representing the cash. Agencies and their personnel who directly or indirectly use Agency funds to seek matching funds shall be permanently barred from participating in the Flanzer Matching Donation Program. Straw Donors are strictly prohibited. Donors who seek to avoid the donation limitation amount by providing cash to others to donate will be excluded from further participation in the Program as will their straw donors. This includes their employees, board members, and family members. Agencies who been found to have used straw donors or who are aware of straw donors being used will be excluded from participating in the Program. Agencies whose check(s) has been the subject of check fraud shall be suspended from the Program until the Trustees are satisfied that appropriate steps have been taken to prevent recurrences and that appropriate action has been taken with respect to those committing the fraud. Where senior management has been found to have been involved in the fraud, the Agency will be permanently barred from participation in the Program. Any misconduct as determined by the Trustees in connection with the Program will result in ineligibility.

A. Partners removed from eligibility may appeal their ineligibility in writing, explaining the basis for reinstatement and what steps have been taken to prevent future misconduct.Reinstatement will be predicated upon a consent for the Flanzer Trust to audit or otherwise confirm compliance with the rules and conditions as the Flanzer Trust deems necessary.

B. During any ineligibility period any contributions that are received by the Flanzer Trust will be deposited and a check will be forwarded to the ineligible Agency without a match, net of any processing fees. It is the obligation of the Agency to inform their donors that they are not eligible for the matching program. The continued existence of the organization in the dropdown of eligible agencies or confirmation letters does not absolve the Agency of notice and does not create any rights for matching or exemption of the handling charge.

Any Agency who has violated any of these terms or conditions, or who is subsequently determined to be ineligible to participate in the Program shall refund to the Trust all matching funds received from the Trust as a result of the Prohibited Activities and all matching funds received from the Trust during any period of ineligibility. Any Agency who has represented that it qualifies as an Eligible Agency but who is later determined not to have met the qualification criterion at the time it was admitted to the Program shall refund all matching funds received from the Trust while it was participating in the Program. All refunds shall be paid within 45 days from the date of written demand by the Trustees. Acceptance into the Program and determination of eligibility is not a waiver to any subsequent determination or finding of ineligibility. Compliance with the rules and guidelines of participation is the responsibility of the Agency. They know whether they qualify and if there are questions as to qualification, they should make full disclosures of their concerns and get a written approval from the Trust. The Agency has the knowledge as to its qualification and if there are questions as to qualification, the Agency should make full disclosures of their concerns and get written approval from the Trust. Failure to make full disclosures will be an admission of non-compliance entitling the Trust to the refunds described above.

The Flanzer Matching Donation Program is discretionary and subject to change or termination at any time by the Trustees. The Louis and Gloria Flanzer Philanthropic Trust reserves the right to deny an Agency participation in the Program at the sole and exclusive discretion of the Trustees whether or not they meet the guidelines of participation. These Terms and Conditions are not intended to create or constitute a contract between the Louis and Gloria Flanzer Philanthropic Trust and any Agency.