Match Settings

Match settings are high-level settings that set an overall match cap for your matching gifts and volunteer grants. You then 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.

All match programs must have an assigned match setting.

Tip: Use the Total Amount Requested column in Match Programs 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.

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

Add a Match Setting

To add a match setting for match programs:

1. From CSRconnect Admin Portal, Community setup, select Give, Match Settings.

2. Select Add Match Setting.

3. Enter a Name for this match setting. For example: "2026 USD Matching Gifts".

4. Under Match Amount / Threshold, enter the match cap.

   Note: The match cap is the maximum total donation amount an employee can have matched by company funds. All match programs that use this match setting will contribute to the total donation amount.

5. Select a Currency Code.

6. Enter a Description if desired.

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

8. Select Save.

Edit a Match Setting

1. From CSRconnect Admin Portal, Community setup, select Give, Match Settings.

2. Locate the match setting you want to edit.

3. Select Edit.

4. Make any needed changes.

5. Select Save.