LPL Financial Matching Gift Program

Quick Facts

These are the available rules for gifts that may qualify for matching.

Employee Eligibility Requirements

The following employee types may be eligible for matching.

Matching Gift Program Details

LPL Financial matches employee donations under the guidelines below:

• Educational institutions (K-12 included)
• Health and human services
• Arts and cultural organizations
• Civic and community organizations
• Environmental organizations
• And most other organizations

Nonprofit eligibility: Most nonprofits, including educational institutions, health and human services, arts and cultural organizations, civic/community organizations, environmental organizations, and most other organizations.

Faith-based eligibility: Not disclosed.

LPL Financial Matching Gift Submission Process

Submission mode: Employee Required. Employees should submit the matching gift request through the employer's giving portal or matching process.

1. Find your donation receipt.
2. Open LPL Financial's matching-gift portal or employee giving process.
3. Search for the nonprofit you donated to.
4. Enter the donation amount and donation date.
5. Upload or reference your receipt if requested.
6. Submit while the gift is still eligible: within 12 months of the donation.

Submit through the matching portal at lplfinancial.benevity.org.

Frequently Asked Questions

Program details may change, so employees should confirm current requirements inside the employer giving portal or with their HR, benefits, or social impact team.