Search for a MatchFinder Online matching gift organization record

1. From Revenue, select Search MatchFinder Online. The Search MatchFinder Online page appears.

   Note: To access the Search MatchFinder Online screen from the record of an organization constituent, select Search MatchFinder Online under Tasks.

2. At the top of the screen, enter the search criteria to use to find the matching gift organization.

   • To search for a specific matching gift organization, in the Organization name field, enter its name or the first few letters of its name.

   • To view the matching gift organizations updated in MatchFinder Online within a specific period of time, in the Updated field, select the period of time of the updates to include. You can select to view records updated within the past 30 days to 24 months. To view all MatchFinder Online records regardless of when they were updated, select “All records.”

3. Select Search. The program searches MatchFinder Online. In the Results grid, all MatchFinder Online records that match your search criteria appear.

4. In the grid, select the MatchFinder Online record to open.

5. Select Select. The selected MatchFinder Online record opens. For information about the MatchFinder Online record, refer to MatchFinder Online Matching Gift Organization Record.