Matching Gifts

What is a Matching Gift?
A matching gift is when another constituent makes a gift based on a separate gift made by a different constituent. A popular example is when an employer ma...
Wed, Jan 27, 2016 at 5:43 PM
How do I designate a matching gift?
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 constit...
Wed, Jan 27, 2016 at 5:44 PM
Will it record the gift on the matching constituent?
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
What if the matching constituent does not exist yet?
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 diff...
Wed, Jan 27, 2016 at 5:44 PM
How do I see if a gift has a matching gift?
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