In This Article:

    Entering a Donation with a Matching Gift

    In This Article:

      If you receive a donation that is to be matched by another donor you will want to enter the matching gift information on the original donation record.

      In the example that follows, Linda Mercury donated $200. Linda’s employer, Star Enterprises, will match her donation 100%.

      1. Enter Linda’s donation following steps 1 – 12 in the previous section on Entering a Donation.

      2. After you have entered the donor(s), you will want to select the Matching button. The Matching Donations dialog box opens.                                                                                               

      3. Select the Matching Constituent button. The Constituent Search dialog box opens.

      4. Select the constituent you wish to designate as the matching donor, in this example Star Enterprises. If no results are returned you will need to add the matching donor in as a constituent, select the Add button and enter a new constituent.                                                                                        

      5. From the Matching Donations dialog box, select the Add Policy button.

      6. In this example, Star Enterprises will match annual gifts (up to $1,000) made by their employees at a match rate of 100%. Star will pay their matching donation at the end of each year. Enter a Description for the company’s matching policy, Percent they will match, Maximum amount of donation, Frequency, and Notes.                                                                                                            

      7. Select the OK button.

      8. Enter the Expected Amount (in this example, Star will match Linda’s gift at 100% therefore the expected amount is $200), the Expected Date and the Status of the matching donation. Typically the status of the matching donation at this point will be unpaid.                                                           

      9. Choose the Save button.

      10. Finish entering the donation as usual.

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