Add a donor challenge

1. 1. From Fundraising, select Add a donor challenge.

2. 2. Enter a name for the challenge.

3. 3. In Funding source, select "Internal" or "External." For example, a challenge issued by a major donor would be external, whereas a challenge issued by an endowment at your organization would be internal.

4. 4. In Funding sponsor for external funding sources, search for the sponsor.

5. In Funding sponsor for internal funding sources, select or enter the name of the sponsor. For internal funding sources, can add entries directly to this field.

6. 5. Enter start and end dates for the challenge.

   Note: Donor challenges cannot be open-ended; you must specify start and end dates. After the challenge's end date has passed, the challenge is considered inactive.

7. 6. In Pay pledges within, specify when pledges payments must be paid to qualify for the challenge.

   Note: Pledge payments for pledges associated with schedules outside the time frame are not eligible for the challenge.

8. 7. Enter a description for the challenge.

9. 8. In the Type field, select the type of donor challenge: "Match per gift" or "Lump sum match."

   • With "Match per gift" challenges, the sponsor matches gifts multiple times during the course of the challenge. Donors receive recognition credit for the matching challenge funds, and you select the type of recognition credit to use. The matching funds go to the same designation as the gifts unless you specify otherwise in the designation mapping on the Designations tab of the donor challenge record. For individual donors to receive recognition credit for matching challenge funds, the challenge type must be "Match per gift."

   • With "Lump sum match" challenges, the sponsor pays a lump sum after the challenged amount is raised. Individual donors do receive recognition credit for the matching challenge funds. The matching funds go to the designations you select when you add the challenge.

10. 9. In the Total funds field, enter the total amount of the matching challenge funds.

11. 10. In the Matching portion field, select whether to match the full gift amount or the tax-deductible portion only.

12. 11. In the Min gift amount field, enter the minimum gift amount that receives a match. When the donor challenge matches any gift, no matter how small, leave this as zero.

13. 12. In the Max match per gift field, enter the maximum gift that receives a match. For example, some challenges may limit how much to match for individual gifts, so gifts above the limit are matched at the maximum match amount.

    Note: The program interprets "0" as blank. When there is no maximum, leave the field set as zero.

14. 13. In the Recognition credit field, for "Match per gift" donor challenges, select the type of recognition credit to use when the donor gets credit for the matching challenge funds. For the individual donor to receive recognition credit for the challenge funds, the challenge type must be "Match per gift."

15. 14. In the Matching designation field, for "Lump sum match" donor challenges, select the designations for the lump sum payment of the matching challenge funds.

16. 15. You can include all payment types as eligible for the donor challenge, or you can exclude specific payment types, such as memberships.

17. 16. Select Save.