Type | Select the type of matching gift condition. An organization may have multiple condition types, and the details for each may differ. For example, an organization may match two-to-one for donations from employees and three-to-one for donations from board members. |
Revenue type | Select the revenue type for the matching gift condition. Only revenue of this type is eligible to qualify for a matching gift. |
Matching factor | Enter the ratio by which the organization matches donations. For example, with a factor or 0.5, the organization donates $50 for each $100 the matched relationship donates. If the organization matches gifts evenly, enter 1. |
Matching amount | Select whether the organization matches the total amount of the gift or only the tax-deductible portion, or receipt amount. |
Min match per gift | Enter the minimum amount of gift the organization matches. For example, the organization may match only donations of $25 or higher. If the organization does not require a minimum gift amount, leave this field blank. |
Max match per gift | Enter the maximum amount of gift the organization matches. For example, the organization may match only donations of $1,000 or lower. If the organization does not have a maximum gift amount, leave this field blank. |
Max match per year | Enter the maximum amount of constituent annual giving the organization matches. For example, the organization may match no more than $10,000 of an employee’s annual donations. If the organization does not have a maximum gift amount, leave this field blank. |
Max match total | Enter the maximum amount of constituent lifetime giving the organization matches. For example, the organization may match no more than $100,000 of an employee’s lifetime donations. If the organization does not have a maximum gift amount, leave this field blank. |
| Apply to | Select the types of relationships for which the matching gift condition applies. For each relationship type, select whether the condition applies to a specific job schedule, such as Full time or Part time, or career level, such as Executive. You can use relationship type, job schedule, and career level together to make conditions as specific as you want them to be. If you use only relationship types, your condition is broadest. For example, if you select Employee as the relationship type, gifts from all employees at the organization are eligible, based on the other conditions. If you select a relationship type of Employee and a job schedule of Full time, then gifts from part time or temporary employees are not eligible. |
Notes | Enter any additional information about the organization’s matching gift program, such as that it matches an employee’s donations only after the employee has been with the organization five years. |