Add a matching gift claim

1. Access the record of the payment for which to add a matching gift claim. For information about how to search for a payment, see Search for Transactions.

2. Select the Matching Gifts tab.

3. Under Matching gifts, select Add.

4. Under Matching gift conditions, search for and select the matching organization to associate with the claim.

Note: The Organization Search screen searches all organizations, including those with no matching gift conditions defined. You can create a matching gift claim for an organization without defined matching gift conditions.

5. In the Relationship field, select the relationship the constituent has with the matching organization, such as Employee. To add a relationship between the constituent and organization, select the add button.

6. When you select a relationship, the Matching gift condition type field displays the applicable matching gift condition for the relationship, as defined on the organization constituent record. Edit the matching gift condition as necessary. On the right, the details of the selected matching gift condition for the organization’s matching gift program appear.

a. Matching factor displays the rate at which the organization matches gifts. 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.

b. Min match per gift displays the minimum amount the organization matches per gift. For example, the organization matches only if a constituent gives a gift of $10 or greater.

c. Max match per gift displays the maximum amount the organization matches per gift. For example, the organization matches no more than $1000 per gift

d. Relationship types displays all relationship types associated with the selected matching gift condition. You can use this information to verify you select the appropriate matching gift condition for the relationship.

e. Matching amount displays the portion of the original payment the matching organization matches, such as Full gift amount or Tax deductible portion only.

f. In the Notes section, any additional details to remember about the matching gift program appear.

7. Under Matching gift details, enter information about the matching gift claim.

a. In the Amount field, the amount of the matching gift claim automatically appears, based on the selected matching gift condition type. Adjust this amount as necessary.

b. In the Date field, select the date to associate with the matching gift claim, such as the date your organization receives the claim.

c. In the Designation field, the designation of the matched payment appears. Search for and select the designation to which to apply the matching gift claim as necessary.

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

8. Select Save. For information about the matching gift record, see Matching Gift Claim Record.