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Creating Matching Plans in Company Records

You will need to set up a matching plan for the company before entering a matching gift. Typically, the matching plan is set as a percentage of the gifts within a specified date range or amount range made by company employees. For example, Company ABC matches 50 percent of employee gifts that range from $10 to $100. Interest codes can also optionally be assigned to the company's matching plans. If interest codes are assigned to a matching plan, at least one of the interest codes assigned to the matching plan must exist in the fund where a matching donation is made.

Matching plans are defined on the Matching Plans tab on the Manage customers window. All matching plans created for the company record display on the Matching Plans tab on the company's Manage customers window.

Note: The Matching Plans tab is only enabled for company records.

In This Section

Manage customers window - Matching Plans tab

To create a matching plan

See Also

Setting up Fund Raising in Customer Management

Defining Activity Types

Creating General Lookup/Validation Tables

Customer - Set up Fund Raising options

Adding Solicitor Data to a Customer Record

Adding Fundraising Information to a Customer Record

Adding Notification Information to a Customer Record


ASI logo 10.6 Production Release. Updated 7/20/2005 2:04:19 PM
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