The Matching Plan tab is enabled only if all of the following conditions are true:
Select Fund Raising> 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:
Gifts area
Displays the following information about the current 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.
10.6 Production Release. Updated 3/17/2006 4:03:39 PM
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