Matching Gifts

You can offer matching gifts for both year-round and giving campaign programs for payroll, credit card, and offline donations.

By running multiple match programs, you 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 submit a match request, employees select a match program when they check out or when they log an offline donation. They can also choose not to have their donation matched.

Note: You can hide the Do Not Match option from your community. If hidden, all match-eligible donations will automatically apply for a match. Contact your Customer Success Manager to enable this setting.

Matching Gifts Setup

To set up a matching gift program, you first create a match setting. This sets an overall match cap. Then, you create match programs that contribute towards the match cap.

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.

Note: Volunteer grants are also managed through the match program setup, but they are tied to volunteer activity instead of giving activity.

You can enable admin approval for your match programs. Admins address match requests from the CSRconnect Admin Portal.

Donation Types

Payroll, credit card, and offline donations can all be eligible for match, if allowed by a match program.

Warning: If the first transaction is ineligible for matching, future transactions in a recurring donation do not automatically become eligible. If no match was requested during the initial pledge setup, you can’t apply matches to individual transactions later. Employees can cancel the pledge from Donation Activity and create a new one instead.

Payroll Donation Matching

  • 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.

Credit card Donation Matching

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

  • If the match request is denied, the donor will still receive a credit card charge for their donation.

  • Recurring credit card donations create one match request, which is the total of all recurring matches for that recurring credit card donation.

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

Offline Donation Matching

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