When entering or editing a gift, set the Matching Gift field to “yes”. You can then select the constituent that is going to match this gift. If the constituent is not yet in DonorView, you may click the Constituent Add button next to the title "Matching Constituent." Enter the percentage that this other constituent will be matching. If they are going to donate the same amount, the percentage would be 100%. You can also add a memo such as when you should expect to receive the matching gift.


Note that creating a matching gift and selecting a matching constituent does not create a pledge or commitment for that matching constituent. It is simply a note in the gift record. Matching gifts can be seen on the Gifts Grid in the Fundraising Module with a check box under that column.