Reconcile Matching Gifts

On the Reconcile Matching Gifts page, you can view all unapplied matching gift payments. To access the Reconcile Matching Gifts page from Revenue, select Reconcile matching gifts.

From this page, you can view unapplied matching gift payments. You can select the matching gift claim or constituent to which to apply an unapplied payment. You can view and manage revenue transactions that may be eligible for matching gift claims, but for which the program cannot automatically generate a claim. For example, your organization may receive a payment with multiple applications, of which only some match the criteria of an automatic matching gift claim.

Note: In Revenue, your system administrator can configure the program to create matching gift claims automatically based on the matching gift relationships of constituents and their spouses. When your system administrator configures this process, the program automatically creates matching gift claims each time you enter a payment for a constituent with relationships that match the set criteria. For information about how to configure matching gift preferences, refer to Matching Gift Preferences.

To help you navigate through this information, the Reconcile Matching Gifts page contains multiple tabs.