A matching gift is when another constituent makes a gift based on a separate gift made by a different constituent. For example, a company may match all dona...
Thu, Jul 5, 2018 at 11:52 AM
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 constitu...
Wed, Mar 14, 2018 at 1:50 PM
No, DonorView will not record the gift on the matching constituent’s record. You will need to record this gift when you receive it.
Wed, Jan 27, 2016 at 5:44 PM
If the constituent is not in the list you can add a new one by clicking on the “+” located to right of the drop down field. Select the Profile type to diffe...
Thu, Jul 5, 2018 at 12:10 PM
Locate the Matching Gift column on the gifts grid and set the filter for the column to “is true”. This will filter the grid to just the matching gifts.
Wed, Jan 27, 2016 at 5:45 PM