Matching Gifts
What is a Matching Gift?A matching gift is when one or more constituents make a gift to your organization, and another constituent, often the original constituent's employer, matches all or part of their gift by making their own contribution. For example, Brad Jones' employer, Moore Bank, matches gifts…1 min readHow do I designate a matching gift?A potential matching gift is recorded when the donor notifies you that their employer or another constituent will match their contribution. They should also let you know what percentage will be matched and any other details about how to collect the matching gift. 1. When enterin…2 min readWill a matching gift entry record the gift on the matching constituent's record?No, a pledge or donation will not be recorded on the matching constituent’s record when a contribution is identified as eligible for a matching gift. Once the matching gift donation has been received, you will record the gift as you would any other contribution. Most organizatio…1 min readWhat if the matching constituent does not exist yet?If the constituent is not listed in the pull down search menu under Matching Constituent, click the Add Constituent icon. A new window will open to allow you to add the new constituent, which defaults to a Company profile type. Enter the new information and click the green Save…1 min readHow do I see if a gift has a potential 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. You can also use the Quick Queries and select the Type of Matching Gift.1 min readHow do I link the matching gift received back to the original donor?When a matching gift has been received from a company, you will enter it with a soft credit to the employee who was the original donor. Since the gift is from the company, IRS rules require that donation be directly attributed to the company. The soft credit will indicate that t…1 min read