We offer the Matching Gifts Program to support our employees and retirees in their contributions.
The Caterpillar Foundation is proud to offer the Matching Gifts Program to support our employees,
retirees and directors in their contributions to worthy causes. The program matches 1:1 contributions
made by employees, retirees, and directors to eligible colleges and universities, arts and cultural
organizations, as well as public policy and environmental organizations in the United States.
As of July 1, 2012 the Caterpillar Matching Gifts process has changed.
Employees/Retirees/Directors will submit matching gift requests electronically instead of on
paper forms. Organizations will then be required to log into the website and approve all matching
gifts requests for their organization to be eligible for the Caterpillar Foundation match.
Please review all program rules and restrictions prior to submission of any matching gift requests.
How the Process Works
Step 1: Employee/Retiree/Director makes donation to eligible nonprofit organization
Step 2: Employee/Retiree/Director - submits a matching gifts request by using the link above
and notifying non-profit organization via mail or email with the generated receipt.
Step 3: Non-Profit Organization - receives notification from employee/retiree/director of
matching gift request. Non-profit then verifies matching gift request from the
employee/retiree/director by using the link above.
Step 4: Caterpillar Foundation - Reviews submitted request and processes matching check to
eligible organization. Checks to organizations are mailed annually (April for the previous year's
Eligible Gifts Requirements
The gift must be a minimum gift of $50 U.S. dollars and the maximum to be matched is $2000
U.S. dollars per institution/per calendar year/per individual.
Gift may be made in cash, check, credit card or marketable securities. For matching purposes,
the value of securities will be considered the average of the opening and closing price on the
exact day the gift was made.
Gifts must be personal financial contributions actually made, not merely pledged or an in-kindgift.
Foundation matching funds are restricted to general purpose funds and are intended to help
meet the need of the organization. For example, colleges or University must apply the
Foundation match to a general building or general scholarship fund.
Foundation funding can only be directed to eligible nonprofit organizations who maintain the
federal 501(c)3 nonprofit status with the IRS.
Employees must submit matching gift request and organizations must verify gifts online
to the Foundation by January 31 of the year following the donation in order to be eligible
for the Foundation match. For legal reasons, the Foundation is prohibited from matching
Organization must be a degree-granting, two-year or four-year public or private college or
university to eligible to receive matching gifts. The institution must be accredited by a nationally
recognized regional or professional association and listed in the Accredited Institutions of
Postsecondary Education. The institution must be recognized by the IRS as a 501(c)(3) taxexempt
Arts & Cultural Organizations: Nonprofit arts and cultural organizations must be open to, and operated for the benefit of, the general public. The institution must be recognized by the IRS as a 501(c)(3) tax-exempt organization.
- Performing arts centers: dance, drama, theater, opera, and music
- Public libraries
- Public broadcasting radio and television stations
- Museums and centers of art, science, and history (including zoos and botanical gardens)
- Historical museums or societies
Nonprofit environmental organizations whose philosophy and goals align with Caterpillar's
corporate strategies, and are operated for the benefit of the general public, will be considered for
eligibility. The institution must be recognized by the IRS as a 501(c)(3) tax-exempt organization.
This includes environmental quality protection and natural resources conservation.
Examples of organizations that could qualify:
- Environment - The Nature Conservancy, Ducks Unlimited, Tropical Forest Foundation,
Conservation Fund, Living Lands and Waters, etc.
Public Policy Organizations:
Eligible public policy organizations must be classified by the IRS as public policy and affect
public policy change with legislators. Advocacy organizations are not eligible (working to
educate the general public on policy issues).
Nonprofit organizations whose philosophy and goals align with Caterpillar's corporate strategies,
and are operated for the benefit of the general public, will be considered for eligibility. The
institution must be recognized by the IRS as a 501(c)(3) tax-exempt organization.
Examples of organizations that could qualify:
- Public Policy - CATO Institute, Council on Foreign Relations, Illinois Policy Institute,
Heartland Institute, etc.
Ineligible Organizations and programsHealth and human service and Civic organizations (For example: United Way, St. Jude, Susan
G. Komen, American Red Cross, Habitat for Humanity, YMCA, Boy Scouts, Girl Scouts,
American Cancer Society, Rotary International)
Elementary, middle and high schools (all K-12)
Other ineligible gifts include but are not limited to: pledges, tithes, church related commitments,
religious organizations classified by the IRS, bequests, insurance premiums, alumni groups,
subscription fees, social fund-raising events, clubs, fraternities or sororities, rental of uniforms
and instruments, payments for tuition, books, loans, class fees, gifts-in-kind, social programs,
athletic programs, advocacy organizations, activities and maintenance fees, and membership
Disaster relief is sometimes matched by the Foundation through a separate Disaster Relief
Program. Please refer to the Caterpillar Foundation tab on this website for more information.
United Way pledges are matched automatically through the Caterpillar United Way Campaign
and are not eligible under the Matching Gifts Program, please refer to the United Way tab on the
Foundation Website for more information.
The Caterpillar Foundation does not support groups or projects that discriminate or restrict
services based on factors of race, color, sex (including pregnancy), age, disability, veteran
status, religion, national origin, ancestry, sexual orientation, gender identity, marital status,
domestic partner status, genetic information or citizenship status.
The Caterpillar Foundation administrates the Caterpillar Matching Gifts Program. The Foundation may
at any time exercise the right to change or discontinue the Matching Gifts Program. The Caterpillar
Foundation, whose decision shall be final, shall determine the interpretation, application, and
administration of these matching gifts provisions.