| 1. | On the NetCommunity Options screen, select Matching Gifts from the tree view on the left. On the right, the options for matching gift information appear. |
| 2. | In the Constituent Code field, select a constituent code to assign to any new organization not already in your database in The Raiser’s Edge. For more information about selecting constituent codes in Blackbaud NetCommunity, see Constituent Codes. |
| 3. | In the Relationship Code field, select a relationship code to assign to any new organization not already in your database in The Raiser’s Edge. The relationship code defines the nature of the association the organization has to the constituent (typically, the donor). For example, assign the code Employer for matching gift companies. |
| 4. | To automatically create matching gift pledges for companies with a relationship to a donor, select Constituent business relationships. |
Tip: In addition, the [Organization constituent] matches gifts from [individual constituent] checkbox on the General 2 tab on the relationship record must also be selected in The Raiser’s Edge to automatically create a matching gift pledge. For more information, see The Raiser’s Edge Constituent Data Entry Guide.
| 5. | To automatically create matching gift pledges for companies with a relationship to a donor’s spouse, select Spouse’s business relationships. |
| 6. | To save your options and return to the NetCommunity page in The Raiser’s Edge, click OK. |