Matching Gift Preferences

You can configure the program to automatically create matching gift claims based on constituent relationships. You can also configure the program to automatically add recognition credits for constituents when you add matching gift claims to their revenue transactions or apply payments to their matching gift claims.

When you define system matching gift preferences, you determine the criteria for when the program automatically creates a matching gift claim. You also select the default matching gift recognition credit types for matching gift recognition credits the program creates. Additionally, you can determine if recognition credits should be generated for the donor only, for any constituents associated with the original revenue, as well as the organization matching the gift.