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To view a matching gift

You can view the request activity associated with the matching request on the following windows:

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 Fund Raising, 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.

See Also

Entering Matching Gifts

Enter and edit gifts window - Matching Plan tab

To enter a matching gift


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