After matching plans have been set up by your administrator, you can enter matching gifts when applicable. The following rules apply to matching gifts:
■ Only companies can make matching gifts
■ Matching gifts must be associated with the donor making the original gift or pledge
■ The Company ID of the employee making the donation must match the ID of the company that is making the matching gift
■ The matching plan criteria must match the gift entered, and must include dates and funds if the matching plan specifies interest codes.
To enter a matching donation, select the Matching Plan tab on the Enter and edit gifts window. You should specify the Gift Amount before selecting the Matching Plan tab. Otherwise, a message informing you that you should specify a gift amount before selecting a matching plan displays when you attempt to select a matching plan on the Matching Plan tab.
You will not be able to create a matching donation if the Date Received is not within the date range specified for the matching plan, if the Gift Amount is not within the amount range for the matching plan, or if the matching plan was set up (see Creating matching plans in company records) with interest codes that do not exist in the fund where the donation is being made.
Note: If the matching amount for a gift is equal to 0, a message displays asking you to select another matching plan, and the Match % and all associated fields are cleared.