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Matching Gifts Overview

Paige Freeman
  • Updated

For information on adding a matching gift provider or a matching gift plan, please see Managing Matching Gifts.

To access matching gifts, users must have access to the Fundraising.MatchingGift security application.

Matching Gifts is a feature that allows one donor to try and incentivize other donors to make contributions by promising to make an additional contribution to “match” the donor’s contribution. The “match” isn’t always a 100% match, but instead is usually a certain percentage of the donor’s contribution up to a certain amount. ThreeSixty only supports employer matching gift plans. A matching gift plan is created for each company that agrees to match donations of their employees.

An employee must have a current, primary EMPLOYMENT relationship to have a matching gift automatically created for their donation. 

Matching gifts can only be created for Cash and Pledge donations.

An employer donor can have more than one matching gift plan that is active, so End Dates can overlap for multiple plans. The history of a donor’s matching gift plan is maintained within this screen. Donations to be matched will be those received from employees of the employer donor.

For example, assume the following setup for the employer’s matching gift plan:

  • PER-Gift Match to Amount – $1,000.00
  • PER-Gift Matching Percent – 50%

What the above setup means is that the employer will at most, make a $500 donation for any employee donation. 

  • If an employee makes a $500 donation, the employer will give a matching gift of $250.00 (50% of $500).
  • If an employee makes a $1,000 donation, the employer will give a matching gift of $500.00 (50% of $1,000).
  • If an employee makes a $2,000 donation, the employer will give a matching gift of $500.00 (50% of $1,000, which is the amount defined as the amount the employer will match up to).

Once matching gifts are defined, you must invoice the employers. You can perform this action by either running ORD660 periodically or by printing invoices from the Order Entry screen and sending them directly to the employer.

Fnd_Credit records are created for MATCHING_GIFT donations when the MATCHING_GIFT order line is activated. 

The hard credit record is created for the Order_Master bill-to customer and a soft credit is created for the employee(s) whose gifts are being matched (i.e., create soft credit records for Order_Master bill-to customers on orders where Order_Fnd_Detail.MATCHING_GIFT_ORDER_NO = ORDER_NO of MATCHING_GIFT order and Order_Fnd_Detail.MATCHING_GIFT_ORDER_LINE_NO = ORDER_LINE_NO of MATCHING_GIFT order). 

When the soft credit record is created for the employee when Fnd_Credit records are created for MATCHING_GIFT donations, the system sets the soft credit CREDIT_TYPE_CODE and CREDIT_ROLE_CODE to ‘EMPLOYEE’ for the employee.

Matching gift orders behave the same as cash product orders.

For matching gifts to be automatically created, the following setup must be completed:

  1. From the Fundraising Parameters page within the Organization Unit Settings, from the Matching Gift Creation Control section, set the Auto Create Matching Gift Pledge toggle to YES and select whether a matching gift pledge should be created when the order is created or when payment is received from the Matching Gift Creation drop-down.
  2. Create a gift with a Gift Type of "Matching Gift". 
  3. From the Gift Setup page, open the appropriate cash or pledge gift to which you want to link the matching gift. From the Fundraising Links section, select the Matching Gift created in step 2.
  4. Ensure that the employee donor has a current, active, primary employment relationship with their employer.
  5. Add the employer donor as a matching gift provider.
  6. Create a matching gift plan for the employer donor.
  7. Create a donation for the employee for the cash or pledge gift from step 3.
    The system automatically creates a donation for the employer for the matching gift from step 2.