Eligibility Guidelines

Eligible Donors | Eligible Schools | Eligible Gifts

Eligible Donors

MATCH donors may be:

  1. An Individual Donor or Spousal Unit (includes spouse or significant other)
  2. A Family Foundation

MATCH donors may not be:

  1. Corporations
  2. Federations or Community Foundations (contributions from donor advised funds are permitted)
  3. Estates
  4. A group of two or more individuals including family members, colleagues, business associates or community members

To be eligible for MATCH, donors must be either:

  1. Making a first-time gift in support of Jewish day school education, of at least $5,000, given to a Jewish day school in the Montreal area paid between September 1, 2015 and December 31, 2016; or,
  2. A previous funder(s) of a Jewish day school, who is making a contribution of at least five times their previous largest gift (e.g., from $1,000 to $5,000 or $10,000 to $50,000). The minimum eligible gift amount for this eligibilty category is $5,000.

For eligibility purposes, a donor's largest previous gift is the higher amount of:

  • the donor's largest previous individual gift or pledge, or;
  • the largest cumulative amount of giving to Jewish day schools in a fiscal year, or;
  • the total sum of a donation to Jewish day school education that was paid as a multi-year gift (not the amount given each year)
  • Donors will be considered "new donors" if they have not given a gift to a Jewish day school in the past three years (2012).
  • Eligible donors can be either an individual donor with their spouse/partner. Community foundations, federations, corporations and trusts are generally not eligible.
  • Individual donors or spousal units may choose to make a gift from a donor advised fund.
  • Combined gifts from multiple donors such as siblings, parents and adult children, friends, business partners or any other independent donors will not be eligible for matching funds.

While gifts to a capital campaign are not eligible for MATCH; previous gifts by a donor to a capital campaign are considered to be previous gifts to a Jewish day school. Therefore, the donors new gift of at least $5,000 must be a five times increase of their largest previous gift in support of day school education or the largest cumulative amount of giving to Jewish day schools in a fiscal year; whichever amount is higher.

Donors may not receive a tuition benefit or other financial benefit as a result of their gift.

For information about donor or gift requirements, please contact Dr. Shimshon Hamerman, Director, Formal Education Department, Bronfman Jewish Education Centre, at 514.345.2610 ext 3244 or shimshon.hamerman@bjec.org.

Eligible Schools

Eligible Jewish day schools must have a minimum enrollment of 50 students. Independent pre-schools are not eligible for matching funds. An eligible Jewish day school must be located in the Montreal area and have the following attributes:

  1. Values Judaic studies as demonstrated by its curriculum, teacher training, and successful student preparation for further Judaic studies.
  2. Values General studies as demonstrated by its curriculum, teacher training, and successful student preparation for further general studies.
  3. Values the State of Israel by attesting to the following statement:

    "The creation of the State of Israel is one of the seminal events in Jewish history. Recognizing the significance of the State and its national institutions, we seek to instill in our students an attachment to the State of Israel as well as a sense of responsibility for its welfare."

Attesting to the Israel statement is an eligibility requirement established by the MATCH program. Donors and schools should be aware that adherence to the Israel statement requires that school programs, curriculum and school culture demonstrate this attitude toward the State of Israel.

The names of schools that participate in MATCH may be published in an ad containing the Israel statement.

If a school is comprised of multiple "schools" (e.g. upper school and lower school) the schools will be considered separate entities as long as they have unique Tax Identification Numbers (TINs). If  schools share the same Tax ID Number, they will be considered one school and only eligible for a maximum of $50,000 in matching funds.

For information about School Eligibility, please contact Dr. Shimshon Hamerman, Director, Formal Education Department, Bronfman Jewish Education Centre, at 514.345.2610 ext 3244 or shimshon.hamerman@bjec.org.

Eligible Gifts

Gifts eligible for MATCH must be:

  1. At least $5,000 or five times the total sum of a donor's previous gifts to Jewish day school education and a minimum gift of $5,000.
  2. Given by new donors to Jewish day school education.
  3. Intended for Jewish day school education located in the Montreal area.
  4. Paid to an eligible day school between September 1, 2015 and December 31, 2016.
  5. In support of general operating expenses, earmarked for a specific program or project, or for endowment.
  6. Given in the form of cash (checks or wire transfers) or transfers of publicly traded stock.

Please note:

  • Gifts greater than $100,000 are eligible for matching funds only up to $50,000.
  • Gifts must be cash (checks or wire transfers) or transfers of publicly traded stock. Credit card payments, illiquid stocks, annuities, Israel Bonds, or other slowly maturing instruments are not allowed. Gifts that are made in the form of tangible goods such as Torah scrolls, land, computer equipment or any other items given in place of cash or stock are not eligible.
  • Gifts to support capital projects at a Jewish day school are not eligible. Capital projects are those which construct, renovate, or purchase physical assets.
  • Gifts to non-day school institutions, even if they are for programs to benefit or support Jewish day school education, are not eligible for MATCH. Examples of such non-eligible gifts would include: contributions to a local federation campaign for day schools; a day school teacher training program at a local Board of Jewish Education; a community foundation day school endowment campaign; an independently operated scholarship program for day school students.
  • All dollar amounts listed are in Canadian dollars.

While MATCH gifts may not be to an agency, organization or institution administering funds in support of a day school education project or capital campaigns; previous gifts by a donor in any of these categories make the donor ineligible to participate in MATCH. In order to qualify for MATCH, a gift from a donor with this giving history must be at least $5,000 and a five times increase of the donor's largest previous gift in support of day school education or the largest cumulative amount of giving to Jewish day schools in a fiscal year; whichever amount is higher.

For information about donor or gift requirements, please contact Dr. Shimshon Hamerman, Director, Formal Education Department, Bronfman Jewish Education Centre, at 514.345.2610 ext 3244 or shimshon.hamerman@bjec.org.