Double trouble: Protect your charitable gift-matching program

Imagine you’re working at your desk in your company’s office (not at home at your kitchen table in your pajamas), and a friendly co-worker (we’ll call him Frank) strikes up a conversation. Frank asks about your recent birthday and listens intently as you describe how you celebrated. He dives deeper, asking about your best birthday party and your all-time favorite birthday present. You don’t consciously realize it, but Frank is using your name frequently and mimicking your body language. Finally, he admits he feels a bit insecure about the fact that he’s never been a good gift-giver and fears no one has fond birthday memories about him.

Suddenly, Frank’s face lights up as he seems to spontaneously realize how the two of you can help each other out. He knows of a very deserving charity that needs contributions to accomplish its important mission, and Frank would love to donate his own money to them. Even better, Frank says he wants to donate the money in your name, as a gift. And luckily enough, your mutual employer has a donation-matching program in place, so the charity can get double the funds.