Matching Gift Claim Summary Report

With the Matching Gift (MG) Claim Summary report, you can view information about a specific set of matching gift claims, based on a query selection that you define. You can narrow the report to include only matching gift claims processed within a specific date range. When you generate a Matching Gift Claim Summary report, you can view information the organizations for which you have recorded matching gift claims, the total revenue those organizations matched, and for which constituents they matched revenue.

Note: Only constituent organizations that have matching gift claim records will display in the report. Querying any constituents whose gifts are matched will not display the matching gift claim record. For example, if AAA Concrete has a matching gift claim record for a donation made by Robert Hernandez, querying on Robert Hernandez will not pull up the matching gift claim record.

Note: If your organization uses site security, the amounts that appear in the Matching Gift Claim Summary report include only revenue associated with the sites the user who generates the report has rights to access.