Add a Matching Gift Claim for a Transaction in a Revenue Batch

Companies may donate a payment to match one donated by one of their employees or corporate partners. For example, if an employee donates $100 to your organization, you may receive an additional matching gift from the employer. Organizations can also match gifts donated by other organizations; however, an organization cannot match its own gift. When you add a payment to a revenue batch, you can also set up a matching gift claim for the payment as necessary.

We recommend you enter the amount of the payment in the batch before you select to add a matching gift claim for it. The program automatically uses the amount of the payment in the batch and the matching gift conditions specified on the organization constituent record to calculate the matching gift claim amount.

Note: When an organization matches a payment, you should track it as a matching gift claim until you receive the payment from the organization.

With batches of the Enhanced Revenue batch type, you can add multiple matching gift claims for a transaction, such as if the constituent has matching gift relationships with multiple organizations.