Matching Gifts

On an organization constituent record, you can add matching gift information to define how the organization matches its employees' gifts. You can record whether matching is active, the matching factor, fiscal year start, gift and donor limits, and notes.

1. Open the organization's constituent record.

2. Add the matching gift information, including whether matching is active, the matching factor, fiscal year start, gift and donor limits, and notes.

3. Save the matching gift plan. To connect the plan to an employee, add an organization relationship from the individual's record using the steps in Add a Relationship to a Constituent Record.

On an organization relationship with an individual, you can view the matching gift plan details inherited from the organization's record. An indicator shows when the relationship has an active matching gift plan, and the details help you determine whether the individual's gifts may qualify for a match.

Under Giving on an individual's constituent record, you can view the matched giving summary of matching gifts committed to and received from their employer. Their lifetime giving amount only includes their gifts. It does not include the matching gift amounts their employer commits to donate.

Under Giving on an organization’s constituent record, you can track the pledged amount committed through its matching gift program and the amount received after the company fulfills its pledge. The organization's lifetime giving amount includes the amounts it matches after fulfilling its commitment.

On a gift record, you can view details about related corporate gifts under Matching gifts. For each matching gift, you can view its corporation, how much was pledged or received (and when), and the fund it applied toward.

To create a matching gift pledge:

1. Open the gift record and review the potential matching gift under Matching gifts.

2. Select the potential matching gift to open its details, then select the option to create a matching gift pledge.

3. Review the matching gift plan information, enter the pledge details, and save the pledge.

Tip: For more information about the corporation or their matching gift, select their name or match amount to open the constituent or gift record.

To manage matching gifts during batch entry:

1. From Gifts, Overview, select Add, New grid batch, or open an existing unapproved batch and select Edit, Edit in grid view. For more information, see Add or Edit Gifts in Grid Batch.

2. Add the Matching gifts column if it isn't already displayed. For more information, see Configure Columns in a Batch.

3. In the Matching gifts column, review any potential matching gift and link it to the gift row. This includes matching gifts received through an API.

4. Edit or remove a linked matching gift as needed, then save and approve the batch.

On the record of the corporation’s matching gift pledge, you can view details about their payments toward the commitment under Pledge payments. For each payment, you can view how much (and when) they matched and how much was left to pay (if any).