Match Programs

Once you have a match setting that determines an overall match cap, you can create match programs that contribute towards that cap.

From CSRconnect Admin Portal, Admin tools, Program Management, Match Programs, you can create and manage the following programs:

• Volunteer-Related Grant

• Credit Card Match

• Payroll Match

• Offline Match

Your role must include the Can Manage Match Programs permission to manage match programs.

Note: Start Date, End Date, and Request Deadline display in UTC. To view a date and time in your local time zone, hover over the date in the table.

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

Tip: Use the Total Amount Requested column to track your match program use. You can see the total of all match requests that have been requested, approved, or paid under a match program.

Filter and Search for Match Programs

Match Programs shows listing with pending approvals first, then shorts by most recent creation date. If there are more than 10 programs with pending approvals, the first 10 listings are programs with pending approvals sorted by program creation date.

1. Under Program Name, enter a portion of the program name or a keyword to filter results.

2. Select a Status to filter by the match program's status.

   • All

   • Active

   • Inactive

3. Select a Program Type to filter for a specific type of match program.

   • All

   • Volunteer

   • Credit Card

   • Payroll

   • Offline

4. If you selected Volunteer under Program Type, you can filter for the Volunteer Type.

   • All

   • Individual

   • Team

   • Individual + Team

5. Select Search to apply your filters.