Match programs

Use match programs to set up matching gifts in CSRconnect. Once you have created a high-level match setting, you can create the individual match programs associated with that match setting.

For example, you create a match setting for your yearly total match cap for US employees. You would then create a match program for each donation type that is eligible for that match.

From CSRconnect Admin Portal, Give Settings, Match Programs, you can manage the following match programs:

  • Volunteer-Related Grant

  • Credit Card Match

  • Payroll Match

  • Offline Match

You must have the Can Manage Match Programs permission to use this page. See Roles and permissions.

This page sorts listings based on the most recent creation date and pending approval needs.

  • If there are more than 10 programs with pending approval needs, the system pulls the first 10 listings to the first page view based on program creation date. The additional programs will appear on subsequent pages, with a maximum of 10 per page view.

  • After a program's pending approvals are complete, the next program with pending approvals advances to the top of the list.

  1. In Program Name, enter at least a portion of the program name to filter results.

  2. Select Active, Inactive, or All in the status field.

  3. Select the Search.

  1. Select Add Match Program.

  2. Complete all required and any additional fields as needed. For more information, see Match program setup.

  3. Select the Active field if the match program is currently active. It will then appear as an option to select on the Match Programs page.

  4. Select Save.

  1. Locate the match program you want to edit.

  2. Select Edit from the Options menu.

  3. Make any desired changes, then select Save.

Tip: To extend a match program and allow employees to submit match requests after the end date, you can adjust the Redemption End Date. If the program is inactive, you can also make it active again from the Edit Match Program page.

  1. To create a new match program based on an existing match program, locate the match program you want to copy.

  2. Select Copy match program from the Options menu.

  3. Make any desired changes, then select Save.

If admin approval of match requests has been enabled for a match program, the Need Approval column shows the number of pending match requests.

To resolve pending match requests, you can select the number of pending match requests or select Manage Requests from the Options menu. For more information, see Match requests.

Tip: You can also approve match requests from the Approvals Manager.

Match programs can be tied to giving campaigns. The following is a typical campaign scenario involving match programs:

  • Your company has a cap for the current year. This cap is attached to the campaign credit card and campaign offline programs. The match requests are withdrawn from the current year's cap.

  • Your company creates a new cap for next year. This cap is attached to the payroll match program. All future payroll matches are withdrawn from next year's cap along with the payroll deductions.

To tie a match program to a giving campaign, contact your CSM.

Note: When setting the dates for your payroll match programs, include the start date of your campaign through the end date of your payroll project. The match program timeline must include the entire campaign plus the entire payroll program.

For example, if your campaign runs from 8/1/22-11/17/22 and your payroll match program runs from 1/1/23-12/31/23, then set up your Program Start Date and Program End Date, respectively, as 8/1/22-12/31/23.

Note: When setting the dates for your offline and credit card match programs, include the start date of your campaign, but the end date can be either your campaign end date or another future date.