Add a Matching Gift Claim Screen

Search for and select the organization constituent to match the payment transaction.

Select the relationship the constituent has with the matching organization, such as Employee. To add a relationship between the constituent and the organization, select the add button.

The default matching gift condition for the selected relationship appears. Select the applicable matching gift condition for the claim as necessary. On the right, the details of the selected condition type appear.

The total amount of the matching gift claim, based on the selected matching gift condition type, appears. Edit this amount as needed.

Select the date to associate with the matching gift claim, such as the date your organization receives it.

Search for and select the designation to which to apply the matching gift claim. By default, this field displays the designation to which the matched payment applies.

You can apply a matching gift claim to multiple designations. To split the transaction between multiple designations, select Designation. For information about how to split a transaction between multiple designations, see Apply a New Commitment to Multiple Designations.

The rate at which the organization matches gifts appears. For example, a factor of 1.0 indicates the company matches gifts evenly; an employee gives $100, the organization matches $100. With a factor of 0.5, the company matches gifts by half; if an employee gives $100, the organization matches $50.

The minimum amount the organization matches per gift appears. For example, the organization matches only if a constituent gives a gift of $10 or greater.

The maximum amount the organization matches per gift appears. For example, the organization matches no more than $1000 per gift.

All relationship types associated with the selected matching gift condition appear. You can use this information to verify you select the appropriate matching gift condition for the relationship.

The portion of the original payment the matching organization matches, such as Full gift amount or Tax deductible portion only, appears.