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To enter a matching gift

  1. From Fund Raising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click New.
  3. Enter a single gift, but do not save the gift. See To enter a single gift or single pledge.
  4. Select the Matching Plan tab.
  5. Enter the percentage of the matching plan in the Match % field and press Tab, or click the lookup icon to select a percentage. The Matching Plan tab is updated.
  6. Click Save. The Overview tab displays and a matching transaction number displays in the Matching Transaction field.

See Also

Entering Matching Gifts

Enter and edit gifts window - Matching Plan tab

To view a matching gift


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