Managing Matching Gifts

For more information on matching gifts, please see Matching Gifts Overview.

To access this page, users must have access to the Fundraising.MatchingGift security application.

The Matching Gift Providers page allows you to create and manage matching gift providers and matching gift plans. You can access the Matching Gift Providers page in several ways:

• From the left navigation, select Manage Matching Gifts from the Fundraising menu.
• From the Fundraising Central page, select Manage Matching Gifts.

Add a Matching Gift Provider

To add a matching gift provider:

1. From the Manage Matching Gifts page, select +New Provider.
   The Add New Provider page displays, as shown below.
   
2. Search for and select the appropriate Provider.
   You can also create a new Individual or Company record to use as the provider by selecting the Advanced button, then selecting the New Provider option in the top right of the constituent chooser.
   
3. The provider's Address and Phone information populates automatically.
4. Select the Donor Class of the provider and select whether or not it is a Foundation, if necessary.
   Typically, only company or subgroup donor records would be considered a foundation.
5. Enter any Comments, if necessary.
6. Select Save to save your provider and return to the Matching Gift Providers page.

Add a Matching Gift Plan to a Provider

To add a matching gift plan to a provider:

1. From the Matching Gift Providers page, search for and locate the provider in the results grid.
2. Select Matching Gift Plans from the contextual menu in the grid for the appropriate provider.
   The Matching Gift Plans page displays, as shown below.
   
3. To add a new matching gift plan, select +New Matching Gift Plan.
   The Add New Matching Gift Plan page displays, as shown below.
   
4. Select the Begin Date and End Date the donor will provide matching gift donations.
   The End Date must be less than or equal to the end date for the fund (if applicable). Donations that meet the plan conditions with an order date within the dates here will be matched by the donor.
5. By default, "Employee" is selected as the Matching Gift Plan Type. Currently, the system only supports employer/employee matching gift plans.
   This identifies whether the matching gifts will be made based on employee donations or all donations made to a fund or campaign. Values in the drop-down are populated based on the fixed codes defined for the FND "MATCHING_GIFT_PLAN_TYPE" system type.
6. Enter the Plan Limit Amount.
   This amount identifies the maximum donation amount that all donors can donate through matching gifts under this plan. If no cap is set, the donor’s plan can be open-ended with no end date.
7. Enter the Employee Gift Matched Upto:
   This amount identifies the maximum amount of ALL donations that the donor will match. The matching gift donation amount is calculated based on the value here and the value in the “Per-Gift Matching Percent” field.  If a donor makes more than one donation for this matching gift plan, the sum cannot be more than this limit.
8. Enter the Per-Gift Matching Percent.
   Each donation that the donor will match is based on this percentage. The matching gift donation amount is calculated based on the value here and the value in the “Per-Gift Match Up To Amount” field.
   The Per-Gift Matching Percent must be greater than zero.
9. The Maximum Match Per Employee displays the calculated maximum amount that is matched per employee gift.
10. If necessary, enter the Acknowledgement Name of how the donor wants to be listed in the list of donors.
11. If necessary, select a Fund, Campaign, and/or Appeal.
    If any of these fields are left blank, the donor’s matching gift will be applied to the same fund/campaign/appeal as the donation.
12. Select Save to save your matching gift plan and return to the Matching Gift Plans page for the provider.