Match program setup

Admins can set up match programs from CSRconnect Admin Portal, Give Settings, Match Programs.

Use the list below to learn more about match program setup for matching gifts. Work with your Implementation Manager or Customer Success Manager for configuration and training.

Tip: Match caps are the match limit that applies to your employees. To set a cap that includes various match programs, see Match settings. Use match programs to customize caps for different donation types or employee types.

Program

  1. Select which Program Type you are setting up. The program types align with donation types in reporting.

    • Volunteer Related Grant

      Note: While many of the settings below apply to volunteer grants, settings specific to volunteer grants are not covered in this article.

    • Credit Card Match

    • Payroll Match

    • Offline Match

  2. If you selected Offline Match, select an Offline Type. You can leave the All default or select from your active offline types.

  3. Select Active to activate the match program.

  4. Select Only for Charity Board Member to limit this match program to employees with an active board membership to that charity.

General Details

  1. Enter a Name for this program. The name is visible in reporting and to employees.

  2. Enter a Description. This is visible to employees.

  3. Select a Start Date. This is the first donation date or pledge creation date that is eligible for this match program.

  4. Select an End Date. This is the last donation date or pledge creation date that is eligible for this match program.

  5. Set a Redemption End Date, which is the last date an employee can request a match for this program. The donation date or pledge creation date must fall between the start and end dates.

    • Example: For your yearly gift matching program, employees can have until the end of January of the following year to submit their match requests.

  6. If you wish to set a date range for eligibility instead of a specific end date, select Rolling Match Redemption. If selected, you must enter a Number of Days After Donation.

    • Example: For programs with a 90-day rolling match eligibility, employees can request a match for 90 days after their donation date.

Settings

  1. Under Questionnaire, select a set of questions to embed in the match flow. To create a question set for this feature, see Questionnaires.

  2. Select a Match Setting for this match program. See Match settings.

  3. Under Employee Category, you can limit this match program to certain employees. Leave this field blank to apply the match program to all employees.

    Available HR File Definitions include:

    • Affiliate Employee Type Code ID

    • Country Code

    • Pay Currency Code

    • Employee Type ID

    • Payroll Center

    • Region

    • Sub Company Code

    • Sub Company Long Code

    • Custom 1

    • Custom 2

    • Custom 3

    • Match Type

    • Report Group Name

    You must work with your Implementation Manager or Customer Success Manager to set up Employee Category.

  4. Under Program Specific Cap, you can set a match cap for this program.

    Tip: To set a cap that applies across different donation types, use Match settings.

  5. To require match approval, select Need YC Admin Approval. Admins will have to approve match requests from Manage Requests or the Approvals Manager. If this setting is not checked, matches will be auto-approved and will not have to be reviewed.

  6. If you have selected Need YC Admin Approval for an offline match program, you can select an option under Need Charity Admin Approval. This setting indicates when, if ever, you require that a charity admin verify the offline donation in NPOconnect.

    • None

    • Always

    • No Receipt

    • Minimum Amount - If selected, you must enter a Minimum Amount.

    • No Receipt OR Minimum Amount - If selected, you must enter a Minimum Amount.

Match Settings

  1. If desired, enter an Affirmation Title and Affirmation Description. To finish applying for a match, employees will have to indicate that they agree to your affirmation text.

  2. Enter a Matching Percentage.

  3. Under Minimum Match Request Amount, you can enter the minimum donation amount that is eligible for matching.

    • If you are configuring a payroll match program, this setting is only available if you have selected One Time or Both under Eligible Payroll Type.

  4. Under Maximum Match Request Amount, you can enter the maximum donation amount that is eligible for matching.

    • If you are configuring a payroll match program, this setting is only available if you have selected One Time or Both under Eligible Payroll Type.

The remaining settings in this section only appear if you are setting up a payroll match program:

  1. Under Eligible Payroll Type, select which payroll types get a match prompt.

    • One Time

    • Recurring

    • Both

  2. Under Recurring Minimum Matching Request Amount Per Pay Check, enter the minimum amount each recurring payroll donation must meet to be eligible for match.

    • Must be at least $1.

    • This setting is only available if you have selected Recurring or Both under Eligible Payroll Type.

  3. Under Recurring Minimum Request Amount in Total, enter the minimum total amount a recurring payroll pledge must meet to be eligible for match. This is the total of all donations within this pledge for the duration of the program.

    • Must be at least $1.

    • This setting is only available if you have selected Recurring or Both under Eligible Payroll Type.

  4. Under Recurring Maximum Request Amount in Total, enter the maximum total amount a recurring payroll pledge must not exceed to be eligible for match. This is the total of all donations within this pledge for the duration of the program.

    • This setting is only available if you have selected Recurring or Both under Eligible Payroll Type.

Charity Information

  1. Select a Charity Bucket list of charities eligible for this match program.

  2. Under Require that charities accept the following compliance statements before funds are disbursed, you can require charity agreement to a selection of compliance statements in order to be eligible for matching. Charities submit their agreement in NPOconnect.