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Matching Program Guidelines

Halliburton Foundation

Am I eligible?

You are eligible if you are a regular full-time employee or a retired employee (retired for five years or less) of Halliburton or any of its U.S. subsidiaries or divisions that contribute to the Foundation. At the time of your contribution, you must have completed at least one full year of employment. (There is no continuous service requirement). Outside directors and retired directors of Halliburton also are eligible.

What kinds of donations qualify for matching funds?

Halliburton Foundation will consider matching donations to accredited U.S. colleges, universities or junior colleges. Institution-affiliated funds, foundations or associations may also be eligible if they directly support the Foundation’s primary educational objectives.

What types of donations may be eligible?

Donations must be personal gifts of cash or securities made directly to an eligible institution. The value of securities will be determined based on the closing price per share on the date the gift is made. Contributions made by eligible employees to all qualifying universities, colleges and junior colleges are limited to a total of $20,000 (including cash and securities) per calendar year. Eligible retirees may contribute up to a total of $10,000. Contributions made by eligible donors to all qualifying elementary and secondary education facilities are limited to a total of $500 (including cash and securities) per calendar year. The Foundation does not match any unpaid portion of a pledged gift. Your gift may be designated; however, to be considered for matching by the Foundation, a designation must not be in any of the categories listed below as ineligible. Additionally, any designation must:

  • Be affiliated with an otherwise eligible institution
  • Be under the direct control of that institution
  • Be aligned with that institution’s primary educational objectives
  • Be covered by that institution’s 501(c)(3) tax-exempt status or have its own
What types of donations are not eligible?

Ineligible contributions (or designations) include but are not limited to the following:

  • Gifts which result in a benefit to the donor (example: field trips, band trips)
  • Gifts to organizations not related to education
  • Gifts to organizations for capital improvements
  • Gifts fulfilling a church-related financial commitment
  • Gifts for religious groups or events
  • Gifts for athletics (exception is gifts to athletic scholarships)
  • Gifts to social fraternities or social sororities
  • Gifts for extracurricular or social groups or events
  • Dues or social activity fees for alumni associations
  • Gifts to support groups such as PTA or alumni associations (Exceptions may be made when such group has the only legal authority to accept contributions on behalf of an eligible institution)
  • In-kind gifts (e.g., value of personal property or services donated)
  • Gifts made by a spouse or the surviving spouse of an eligible donor
  • Subscription fees for publications
  • Payments in lieu of tuition, books or other student fees

Giving Choices

Match Policy

Halliburton matches contributions at 10 percent to eligible charities. It is the policy of Doctors Without Borders/Medecins San Frontieres to NOT accept company matching gifts from companies that are in the mineral, oil, gas, or other extractive industries. While you can make a pledge to this organization, Halliburton is not able to match your pledge due to this policy. You may read the entire policy at www.doctorswithoutborders.org/support-us/corporate-support/corporate-gift-acceptance-policy.

Donor Eligibility

Active, full-time Halliburton employees in certain countries and PRL employees are eligible to participate in Giving Choices. Countries included in the Giving Choices program: Australia, Canada, Egypt, India, Indonesia, Iraq, Kuwait, Malaysia, Mexico, New Zealand, Oman, Pakistan, Qatar, Singapore, United Arab Emirates, United Kingdom, and United States.

Organization Eligibility

An organization must have registered charity certification to be eligible for pledging through Giving Choices. You may give to the following types of organizations:

  • Culture & Arts
  • Civic & Public Affairs
  • Education Other
  • Environment
  • Health & Social Services
  • Community & Economic Development
  • Pets & Wildlife
  • United Way Chapters

A few types of organizations are considered ineligible. Please visit the Giving Choices page on HalWorld and click your country link to learn more. Halliburton will not process donations to any organizations that are found not to be in compliance with the U.S. Patriot Act or other government watch lists. Halliburton reserves the right to review the eligibility of all organizations.

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