Matching Gifts

The Matching Gifts tab appears on all payment records except for event registration fees. Companies may match a donation made by one of their employees or corporate partners. For example, if an employee donates $100 to your organization, you may receive a matching gift claim from his employer. Organizations can also match gifts donated by other organizations; however, an organization cannot match its own gift. To view the information about the matching gift claims for revenue, select the Matching Gifts tab.

Note: The Matching Gifts tab does not appear on the payment record of an event registration fee. You cannot add a matching gift claim to an event registration fee payment.

Under Matching gifts, information about the revenue’s matching gift claims appears, including the organizations associated with the claims, the amount and date of each matching gift claim, and the designations to which the revenue is applied. You enter this information when you add the matching gift claim. To update the information in this grid, select Refresh on the action bar.

From the Matching Gifts tab, you can add gifts donated by an organization to match revenue you receive from a constituent. For example, Davis & Johnson Pharmaceuticals offers to match every gift their employees donate to your organization with a matching factor of 1 and a maximum payment of $1,000 per employee. Carlos Hernandez, a Davis & Johnson Pharmaceuticals employee, donates $1,000. From the Matching Gifts tab of Carlos Hernandez’s payment record, you can create a matching gift claim for Davis & Johnson Pharmaceuticals.

From the grid, you can also edit and view matching gift claims associated with the payment. For information about matching gift claims, refer to Matching Gift Claims.

To view information about a payment’s matching gift claim, select the match amount under Matching gifts. For information about the matching gift claim record, see Matching Gift Claim Record.