The Stanley Works Matching Gifts Program

The Stanley Works offers a way for full-time U.S. employees, retirees, and directors to double their contributions to some of their favorite educational, cultural and other qualifying nonprofit organizations. Stanley will match at a 1:1 ratio, within certain limits and restrictions, donations to “Eligible Participants” as defined below.

Eligible Participants
Any regular full-time employee, retiree or director of The Stanley Works or one of its U.S. subsidiaries is eligible to participate. Program does not include spouses or other family members. Part-time and temporary employees are not eligible.

Eligibility Requirements
All organizations must be located in the United States or its possessions, and be recognized as tax-exempt under Section 501-c-3 of the Internal Revenue Code, and are not private foundations as described in Section 509(a) of the Internal Revenue Code. Programs supported must provide services to all individuals without regard to race, color, religion, sex or national origin. All organizations must be administered by trained, professional management.

Eligible Recipient Categories
Stanley’s program matches gifts to eligible recipients in the following categories only. All other matching gift applications will be rejected.

Educational Institutions:
Eligible educational institutions are: two-year and four-year colleges; graduate schools; and public and private primary and secondary schools, which are:
• Non-discriminatory, degree-granting;
• Located in the United States or one of its possessions;
• Accredited by a nationally recognized regional or professional association;
• Recognized by the IRS as a tax-exempt educational institution.

The only non-school institution eligible to receive matching gifts is the United Negro College Fund (which must certify that the funds will be used to support institutions which would qualify individually under this program).

Culture and Arts:
Non-profit arts or cultural organizations or institutions which are operated for the benefit of the general public, including: public radio and television; performing arts companies in dance, drama, opera and music; public arts or cultural centers; museums of art, science or history; public libraries and art galleries; public theatres, art councils or funds; planetariums; arboretums, botanical or zoological gardens or public zoos; and historical villages or cultural preservation efforts open to the public.

Hospitals & Health-Related Organizations:
Non-profit hospitals or health-related organizations that provide medical assistance and services to the general public, including research/support groups, hospice and VNA groups. Examples are: hospital foundations, the American Cancer Society, Doctors Without Borders.

Volunteer Fire Departments and Disaster Relief:
Non-profit first aid or emergency squads and volunteer fire departments which are operated for the benefit of the public. Emergency disaster relief programs designated by federal or state government (such as hurricanes, earthquakes, etc.) will be eligible for a match.

Food Banks, Soup Kitchens and Homeless Shelters:
Food banks, soup kitchens and homeless shelters which provide food and shelter for needy men, women and children.

Affordable Housing Initiatives:
Eligible institutions are those whose mission is to create and/or rehabilitate affordable housing. (Examples: Habitat for Humanity, Christmas in April, Neighborhood Housing Services.)

Qualifying Gifts
• A minimum of $10 and a maximum aggregate of $10,000 per eligible donor in any one calendar year.
• Made in cash or negotiable securities having a publicly listed market value.
• Actually paid in full and not merely pledged.
• All gifts will be matched on a $1 for $1 basis.

Non-Qualifying Gifts
The Stanley Works will not contribute matching funds in these cases and applications in these cases will be rejected.
• Forms received more than one year after the date of the gift.
• Gifts to organizations which are not tax-exempt under Section 501-c-3 of the internal Revenue Code, or are otherwise ineligible.
• Dues of gifts to alumni groups which are not governed by an eligible higher education institution.
• Gifts for non-scholastic programs such as athletic stadium construction, theatre production, etc.
• Gifts to recreational organizations such as the PTO, Jaycees, booster clubs, sororities, fraternities, political or religious organizations.
• Special events that benefit a specific organizations, e.g. walkathons, golf tournaments, etc.
• Gifts to fulfill tithes, pledges or other church-related financial commitments.
• Amounts payable as dues or subscription fees for magazines.
• Insurance premium payments.
• Payments that cover the cost of services, tuition, books or other student fees.
• Ticket purchases or gifts to individuals where direct value is received.
• In-kind services, materials, supplies or pledges.
• Gifts made with the primary intent to receive merchandise, such as school memorabilia, status auto tags, publications, etc.
• Donations made for raffles or games of chance.
• Payments to satisfy legal obligations.
• Funds may not be collected from others and submitted by an eligible donor to be matched, with the exception of funds collected among active, full-time Stanley employees for specific eligible recipients at the discretion of the Matching Gifts Administrator and/or VP of Human Resources.

Procedure:
The Donor should complete and sign parts A and B of the Matching Gifts Form for each contribution and send it with the gift to the eligible institution. Forms sent directly to The Stanley Works by donors will be rejected.

An authorized representative of the recipient organization should complete Part C, certifying that the gift complies with the eligibility requirements of this program detailed above. Return the completed form to:

The Stanley Works
Matching Gift Program
1000 Stanley Drive
New Britain, CT 06053

The donor will be notified when gifts are not eligible, or when the donor has exceeded the program’s annual limit.

Stanley reserves the right to modify, suspend or terminate this program at any time. Stanley reserves the right to determine whether or not a gift is eligible to be matched.