About the Program
The goal of these changes is to keep the essence of this valuable benefit while greatly simplifying its administration. The program had become increasingly complex to administer due to the issuance of approximately 8,000 paper checks annually, the processing of 3,500 paper applications annually, and the need to assess the eligibility of charitable organizations each year. Like all parts of our company, this program was re-evaluated to address these issues and simplify its operation.
Yes. All employees and eligible grandfathered retirees (retired before 1-1-2016) are still eligible participants in the 3-for-1 Gift Match Program.
The intent of the program, to fund many of the charitable causes that are important to our colleagues, has not changed. Also unchanged are the program features providing a best-in-class triple match and a $5,000 annual maximum employee contribution. Our benchmarking shows this program to be among the best of any employer in the United States.
No. Under the new program, gifts will continue to be triple matched with a minimum gift match of $25 up to a maximum of $5,000 in a calendar year.
Paper applications will no longer be accepted as of April 1, 2021. We are switching to a 100% out-sourced online provider, which will provide us with an enhanced administration solution for all applications going forward. Our new and simplified guidelines will also allow the outsourced provider to assess organizational eligibility for a matching gift from ITW. The vast majority of charitable organizations that have qualified in the past will still quality, but some may not.
No. The program is converting to an entirely electronic submission process.
As the launch of the new platform comes closer, we will share resources how to navigate this new system including step-by-step instructions, training webinars, and access to customer service support via email, live chat, and phone.
The last day to accept paper applications was March 31, 2021. The new system will be operational and available to accept matching gift requests starting July 2021. You are free to make charitable donations in the second quarter of 2021 (April-June), but your application for a matching gift from ITW will not be accepted and processed until the new system is available in July.
Status of Requests
We need to close out the current system and have set a deadline of March 31, 2021 to accept applications. As such the following actions will be taken on applications received and confirmed after this deadline.
2020 applications, as in previous years, received and confirmed after the deadline will be declined. An email, if you provided one with your application, will be sent to alert you that your application was declined because it was received after the deadline.
2021 applications received and confirmed after the deadline will be declined but you can resubmit them electronically when the new platform launches in July 2021. An email, if you provided one with your application, will be sent to let you know of this action and option to resubmit.
After April 1, and until the new platform launches in July, you may email email@example.com to inquire about the status of your application. If approved, payments will be disbursed in April and May via paper checks and mailed via US Postal Service.
Payments for the remaining approved 2020 and 2021 applications will be disbursed in April and May via paper checks and mailed via US Postal Service.
Under the new simplified guidelines, some organizations that have been previously funded may no longer qualify. Please see the eligibility guidelines for more information.
Any 501(c) 3 organization that has an IRS religious subclassification will not qualify even if the intent of the donation is for education or human services. Also, any 501(c) 3 that is affiliated with an advocacy group, usually a 501(c)(4), will not qualify; as well as organizations with IRS subclassifications whose activities include promoting political parties and advocating for specific positions on public policy. In brief, any organization that does not fall into one of our identified eligible organization categories will not qualify.
Any 501(c) 3 organization that fall into one of our identified eligible organization categories and do not have an ineligible IRS subclassification (as noted in the previous question) will qualify. Eligible categories include Academic Institutions (e.g. schools, universities, and trade schools), Animal Welfare & Wildlife, Arts & Humanities, Education, Environmental Conservation, Health, and Human Services.
Yes, so long as the school maintains its own status as a designated 501(c)(3) by the IRS, rather than use the charitable designation of its parent religious organization. This new guideline is in place to ensure eligibility under our guidelines as well as provide transparency in the receipt of matching gift funds from ITW.
For example, schools affiliated with the Catholic and Lutheran Evangelical churches have previously submitted their parent churches’ federal tax identification numbers to qualify for the program. As noted above, this will no longer be an acceptable way to qualify and the school itself must be the named 501(c)(3) entity. Prior to submitting a match request, we encourage you to check with the school as to whether the school has its own 501(c)(3) designation from the IRS independent from their parent church organization.
No. While this was previously accepted to qualify for the program, under the new guidelines schools must have their own 501(c)(3) designation in order to be eligible for matching funds.
Yes, if the human services program is an independent entity that maintains its own 501(c)(3) designation (independent of its affiliated parent religious organization). This new guideline is in place to ensure eligibility under our guidelines as well as provide transparency in the receipt of matching gift funds from ITW.
No. ITW is extremely proud of its generous matching gifts program. While there are many charitable organizations doing wonderful work in their communities, not every charitable organization will be eligible to receive company matching funds through the program. The updated program guidelines have been prepared with considerable deliberation to align with ITW’s philanthropic objectives, to provide meaningful support for employee’s personal philanthropy, and to administer the program efficiently and effectively. In light of this, the determination of matching gift eligibility will be considered a final decision by ITW’s program administrator.
Administration and Payment
The ITW 3-for-1 gift Match Program is still accessible through the ITWemployee.com and the ITW retiree HR portal.
Yes, when the new platform is live, we will share resources how to navigate this new system including step-by-step instructions, training webinars, and access to customer service support via email, live chat, and phone.
When the program relaunches, payments will be issued on a quarterly basis, simplifying the payment schedule. For example, requests approved between July 1 – September 30 will be paid by October 31. Additionally, funds will be distributed via ACH electronic payment allowing for efficiency in how funds are delivered to the organization.
No. The new system will not carry over historical giving information from previous years. When the new system launches, you will see your remaining balance for 2021. Any requests you make in this new platform moving forward can be seen in your new giving history.
Active employees will log in using their ITW credentials through www.ITWemployee.com.
Eligible retirees will access the link via the ITW retiree HR portal.