Matching Gifts
A matching gift is when one or more constituents make a gift to your organization, and another constituent, often the original constituent's employer, m...
Tue, Aug 4, 2026 at 2:38 PM
A potential matching gift is recorded when the donor notifies you that their employer or another constituent will match their contribution. They should also...
Tue, Aug 4, 2026 at 2:42 PM
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 t...
Tue, Aug 4, 2026 at 2:48 PM
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 yo...
Tue, Aug 4, 2026 at 2:52 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. ...
Tue, Aug 4, 2026 at 2:59 PM
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 fr...
Thu, Jul 23, 2026 at 3:46 PM