Add Matching Gift Conditions for an Organization

Many organizations match contributions their employees or other qualified persons give to approved nonprofit organizations. For example, AAA Concrete matches employee gifts on a two-to-one ratio. Kyle Bell, an employee of AAA Concrete, donates $100 to your organization. Because AAA Concrete matches employee gifts, your organization receives an additional $200 from AAA Concrete if Kyle’s gift meets the conditions set by AAA Concrete.

Matching gifts can be very important when you work with revenue. To increase your organization’s total donations, we recommend you research and track each organization’s matching gift conditions. On the Organization tab, you can add the matching gift conditions for an organization constituent. An organization that matches gifts may have several types of matching gift conditions, and the details for each type may differ. For example, the organization may match on a three-to-one ratio for donations from an executive and on a two-to-one ratio for donations from a full-time employee.

After you add matching gift conditions for an organization, the program considers it a matching organization. When you add an individual relationship for an organization or an organization relationship for an individual, you can select whether the organization matches the donations of the individual. For more information about how to add relationships, see Relationships.

1. Open the record of the organization constituent with the matching gift condition to add. For information about how to open an organization constituent record, see Organization Search.

2. Select the Organization tab.

3. Under Matching gift conditions, select Add on the action bar. The Add matching gift condition screen appears. For information about the items on this screen, see Add Matching Gift Condition Screen.

4. In the Type field, select the type of matching gift condition to add such as Employee.

5. Select the type of revenue eligible to qualify for the matching gift condition.

6. In the Matching factor field, enter the ratio by which the organization matches donations from the selected relationships.

7. In the Matching amount field, select whether the organization matches the full amount of the donation or only the tax-deductible portion as reflected on the receipt.

8. In the Min match per gift and Max match per gift fields, enter the minimum and maximum amounts of matching gifts the organization provides. For example, the organization may only provide matching gifts between $25 and $1,000. If the organization does not have a minimum or maximum matching gift amount, leave the field blank.

9. In the Max match per year and Max match total fields, enter the maximum amounts of a constituent’s annual and lifetime giving the organization matches. For example, the organization may match no more than $10,000 annually or $100,000 for the lifetime of the constituent.

10. In the Apply to grid, select the relationship types for which the matching gift condition applies.

11. For each selected relationship type, select whether the matching gift condition applies to a specific schedule, such as Full time or Part time, or career level, such as Executive.

    Note: You can use relationship type, job schedule, and career level together to make conditions as specific as necessary. 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.

12. Under Notes, enter any additional information about the organization’s matching gift program.

13. Select Save. You return to the Organization tab.