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Applications > Donors and Gifts > Modify > Matching Gifts

 

 

 

 

Matching Gifts


Use this feature to set up information used to maintain records of individuals or organizations that have made commitments to match gifts based on a percentage. 

This Section Includes:

Filters

Matching Gifts Grid

Matching Gifts Update

Details Tab

Individuals Covered Tab

Notes Tab

Filters

The options available in the Filters area are:

Name: 

Valid on this date:

Active?

Click the Search button to display the results or the Clear Filters link to reset all filters.

Matching Gifts Grid

The matching Gifts grid displays matching gifts that match the selected filters with the following columns:

Matching Donor:

Name:

Begin Date:

End Date:

Active: 

Double-click on a name or click the Edit  icon to edit a matching gift in the grid. You can also click the Add New Pledge link to add a new matching gift (More Information). Click the Delete  icon by a matching gift in the grid to be prompted to delete that matching gift.

Matching Gifts Update

Matching Donor

Name

Details Tab

Begin Date:

End Date:

Motivation:

Percent:

Limit per gift:

Overall Limit:

Individuals Covered Tab

Click the Person Search  icon and Select a person to add the donors that should be covered under this Matching Gift.

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

Click the OK button to save the motivation, or click the Apply button to save the motivation and continue adding more.