The Workplace Giving is a mechanism that allows individuals to make contributions to non-profit organizations of their choice throughout the year.
Open a Workplace Giving account in your name by making a donation to the “Workplace Giving” through your Company Campaign. Indicate the amount you wish to donate, using check, credit card, or payroll deduction. If you use check or one-time credit card, your donation is deposited into your Workplace Giving account as a one-time deposit. If you donate using payroll deduction or choose to have your credit card charged at a later date, deposits are made to your account based upon your payroll department’s remittance schedule or the charge schedule you choose.
Organizations eligible to receive contributions from your Workplace Giving account must be certified as nonprofit 501 (c) (3) under the IRS Code. Various search utilities are available to account holders to find appropriate agencies. You may also contact us at 1-800-543-1203 or via e-mail at: info@myflexfund.org for assistance.
Yes. If you donate using check or credit card, you may claim a deduction in the year you make the donation. If you donate using payroll deduction or choose to have your credit card charged at a later date, you may claim the tax deduction in the year that the donations are deducted from your pay or the charge made to your card. Your tax deduction is taken in the year you make payments to the Workplace Giving, not in the year you make distributions. Any unused balance in your Workplace Giving account will automatically roll over into the following year (requires no action by you - see question #5).Please note: You may not use your Workplace Giving to purchase tickets to a gala or golf outing or any non-profit organization event where some value is returned to you (a meal, grounds fees, etc.). IRS rules prohibit the deduction of the portion of a contribution that pertains to anything of value received by the donor.
As long as your Workplace Giving account remains active, there is no time limit and you may keep a balance in your account and have access to it for as long as you like. To keep your account active, you must make contributions to or distributions from your account from time to time. If an account is completely dormant for three years, the funds will be turned over to Bergen County United Way’s Community Care Fund. Balances in your Workplace Giving are not refundable to you, the donor, for any reason.
Bergen County’s United Way administers and provides technical support for the Workplace Giving.
There is not currently an administration fee. Bergen County’s United Way reserves the right to impose a reasonable fee in the future based upon prevailing economic conditions. You will be notified in advance of any change to our fee structure.
For more information about the Workplace Giving please call 1-800-543-1203, or send your question(s) via e-mail to: info@myflexfund.org.