Matching Gifts

CSRconnect supports matching gifts for year-round and giving campaign programs, enabling clients to provide matching gifts in an automated and efficient manner for payroll, credit card and offline records.

By running multiple match programs, clients can establish multiple parameters for eligibility, offer different match amounts for different types of employees, and offer different match amounts for different donation types.

To set up a matching gift program, admins must create a match setting. Multiple match programs can then be associated with that match setting.

See Match program setup for more information on setting up a match program. Work with your Implementation Manager or Customer Success Manager for configuration.

When creating a match program, you can require admin approval of match requests. If this setting is not enabled, matching gifts are automatically approved.

Note: In some cases, a client may contract for our Program Services team to review and approve matching gifts on their behalf.

To enable match approval, see the Need YC Admin Approval setting in Match program setup.

Admins can resolve pending match requests from Manage Requests or the Approvals Manager.

Donation types

  • Donors giving one-time and/or recurring payroll can be eligible for matching. Programs can support one or both types of payroll in their settings.

  • Payroll matches are allocated and reserved from the donor's matching cap, if applicable, but are not complete until the payroll has been sent through to YourCause Processing via an 'Actual File.'

  • If a payroll deduction is not complete the match is not generated.

  • Donors making a real-time credit card donation can be eligible for matching.

  • Credit Card matches are allocated and created in real-time when the credit card donation is checked out.

  • Clients that do not cover credit card fees match the donor's full amount and not their amount less the credit card fee.

  • Donors that have given directly to their Nonprofit organization outside of the YourCause platform can return and record their donation to request a match.

  • The donor's Nonprofit organization must be eligible and accepting donations in the system in order for the match request to be made.

  • Typically, the donor needs to attach a receipt or proof of donation before being prompted to request a match.

Note: If you have enabled the Future Dated Offline option for your community, users will not receive a prompt for their match until their future donation date is reached (24:00 UTC on the donation date).

Funding matches

Matching gifts are funded as part of your established processing schedule.

The client receives a transaction file that includes all matches made in the system during the most current processing cycle. Once funded, the matches are disbursed along with their original donation, with the exception of matches requested via offline donation. We do not process offline donations.

If Sally works for a company that processes donations and matches monthly and makes a credit card donation in August, they can expect:

  1. The Match Request to be reviewed and approved by the end of August

  2. The match to be processed with their original credit card donation sometime in September

If John works for a company that processes donations and matches quarterly and makes a credit card donation in August, they can expect:

  1. The match request to be reviewed and approved by the end of August

  2. The match to be processed with their original donation sometime in October.

Tip: We recommend adding a donation and matching calendar to your community's document on the Help & Support page. This will help employees plan the right timing for their donation and match.