From Customers, select Manage customers, open a company record, and select the Matching Plans tab
Match %
Enter the percentage of the matching contribution for the matching plan in this column. The matching contribution percentage must be between 0.01 percent to 999.99 percent.
Minimum Contribution
(Optional) Enter the minimum gift amount that qualifies for the matching plan in this column. The minimum amount that can be specified is 0.00. If no minimum amount is specified, the default is $0.00.
Maximum Contribution
(Optional) Enter the maximum gift amount that qualifies for the matching plan in this column. The maximum amount that can be specified is 21,000,000. If no maximum amount is specified, there is no limit on the maximum qualifying gift amount.
Start Date
Enter the starting date for the matching plan in this column.
End Date
Enter the ending date for the matching plan in this column. The End Date must be later than the Start Date.
Form Number
Enter the number of the form associated with the matching plan in this column.
Notes
Enter any notes about the matching plan in this column.
Enables you to display the Interest Codes window, where you can assign one or more interest codes to the matching plan.
Note: If you specify interest codes for a matching plan, make sure at least one of the interest codes entered for the matching plan exists in the fund where the matching donations will be made. See "Defining Funds". For example, if the ED interest code is specified for the matching plan, but only the CHILD interest code is set up in the GEN fund, you will not be able to enter a matching donation to the GEN fund for this matching plan. If an interest code is specified in a matching plan, a matching donation can only be made if there is at least one interest code common to both the matching plan and the fund that will receive the donation.
10.6 Production Release. Updated 7/25/2005 2:00:36 PM
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