The Matching Plan tab is enabled only if all of the following conditions are true:
■ The gift is being initially entered rather than edited (unless the gift being edited already has a matching transaction or request).
■ The ID field is populated.
■ The gift type is Single Gift.
■ The gift is not a split gift.
■ A matching transaction or matching request for the current donation does not already exist. (The Matching Plan tab is available when editing a donation that already has a matching transaction or request.)
■ At least one matching plan has been created for company (see Creating matching plans in company records) associated with the donor ID.
From Fundraising, select Enter and edit gifts, enter a gift for a donor whose company has a matching plan, and select the Matching Plan tab
Donor area
Displays the current donor's ID, name, title, and home phone number.
Address area
Displays the current donor's company name and address.
Pledges area
Displays the following information about the current donor's pledges:
■ Largest - Displays the amount of the donor's largest pledge.
■ Last - Displays the date of the donor's last pledge.
■ Lifetime - Displays the total amount of all of the donor's pledges.
■ Balance - Displays the donor's current pledge balance.
Gifts area
Displays the following information about the current donor's gifts:
■ Largest - Displays the amount of the donor's largest gift.
■ Last - Displays the date of the donor's last gift.
■ Lifetime - Displays the total amount of all of the donor's gifts.
Match %
Enter the percentage of the donation that the plan matches, or click the lookup icon to select a matching plan.
Contribution Range
(Read only) Displays the From (minimum) and To (maximum) amounts associated with the selected plan.
Valid
(Read only) Displays the From (begin) and To (end) dates associated with the selected plan.
Amount Matching
(Read only) Displays the actual matching amount for the current gift. The amount is based upon the percentage (Match %) associated with the plan and the amount of money donated by the employee.
To enter a matching gift
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click New.
3. Enter a single gift, but do not save the gift. See To enter a single gift or single pledge (see To enter a single gift or pledge).
4. Select the Matching Plan tab.
5. Enter the percentage of the matching plan in the Match % field and press Tab, or click the lookup icon to select a percentage. The Matching Plan tab is updated.
6. Click Save. The Overview tab displays and a matching transaction number displays in the Matching Transaction field.
To view a matching gift
You can view the request activity associated with the matching request on the following windows:
■ Manage requests window
■ Fundraising History window
■ Activities-All tab on the company's Manage customers window
If the matching gift is recorded as a pledge, you can view the matching gift by clicking Associated Gift.
If the Create Matching Pledge option is not enabled, matching gifts are recorded as requests and the Associated Gift button is disabled until you enter the matching gift or pledge.
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click Open.
3. Enter the donor ID (or click the lookup icon to select a donor ID), the Transaction Date, or the Transaction number, and press Enter.
4. Click Associated Gift. The company's matching gift information displays in the Overview tab on the Enter and edit gifts window. The Check #/CC/In-kind/Asset and associated fields do not display because the matching gift is a pledge.