Add Matched Gift

When a matching gift is automatically created, it is only matching a single employee donation. However, your organization may not want to automatically create a matching gift donation line; rather, employees who make donations might turn in a copy of their receipt to the company and the company cuts a check to the organization that matches the employee donations. In this scenario, a single matching gift donation from a company might match multiple employee donations and, therefore, must be manually created.

When a matching gift is automatically created, the system populates Order_Fnd_Detail. GIFT_BEING_MATCHED_ORDER_NO and  GIFT_BEING_MATCHED_ORDER_LINE_NO.  However, when an employee donation is manually linked to a matching gift donation, those fields will not be populated. Instead, the system will set Order_Fnd_Detail.MATCHING_GIFT_ORDER_NO and MATCHING_GIFT_ORDER_LINE_NO on the employee’s donation.     

To create a matching gift:

1. Ensure that a "Cash" or "Pledge" donation for the employee has been created.
2. From the Order Summary screen, select Matched Gifts from the contextual menu, as shown below.
   OR from the Donation Summary screen, select Matched Gifts from the contextual menu.
   
   The Matched Gifts screen displays.
   
3. Select the +New Matched Gift hyperlink. The Choose a Matched Gift Donor screen displays.
   
4. Search for and select the appropriate employee donation which the employer is matching in the grid, then click Select..
5. The fields on the Add Matched Gift screen populate based on the employee donation selected, as shown below.
   
6. Click Save. The matched gift is added to the grid.