Matching Gift Claims

Some organizations match revenue their employees or corporate partners give to nonprofit organizations. For example, AAA Concrete matches revenue given by their employees on a two-to-one ratio when gifts meet certain criteria. Mark Adamson, a AAA Concrete employee, gives your organization $200. Because AAA Concrete matches revenue given by their employees, you receive an additional $400 from AAA Concrete if Mark Adamson’s revenue meets the criteria set by the company.

When you receive Mark Adamson’s revenue, you must create a payment record that contains the important information about the revenue. From the payment, you can create a matching gift claim for AAA Concrete. A matching gift claim represents a constituent’s claim that an organization will make a donation based on revenue given by the constituent. When you receive the matching revenue from AAA Concrete, you must add a new matching gift payment for AAA Concrete’s revenue and apply it toward AAA Concrete’s matching gift claim to reduce the balance.