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Entering Matching Gifts

After matching plans have been set up by your administrator, you can enter matching gifts when applicable. The following rules apply to matching gifts:

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 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.

In This Section

Enter and edit gifts window - Matching Plan tab

To enter a matching gift

To view a matching gift

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Viewing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

Entering Split Gifts

Adding Notes

Entering an Installment Pledge

Checking for Duplicate Records

Issuing Reminders and Thank You Letters at Gift Entry


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