Manually Creating a Matching 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.    From the Donation Entry screen, create a "Cash" or "Pledge" donation for the employee.

2.    From the Donation Entry screen, create a donation for the employer with a Gift Type of "Matching Gift".
The Matching Gift Info and Matched Gift Info tabs display.

3.    From the Matching Gift Info tab, click the Matching Gift Plan link and select the employee's donation created in step 1.
The Matched Gift Info tab on the employer's matching gift donation automatically populates with the employee's donation information, as shown below. From this tab, you can add additional employee donations to the employer's matching gift donation.


The Matching Gift Info tab on the employee's donation automatically populates with the matching gift information from the employer's matching gift donation, as shown below. You can click the Matching Gift Reference No to open the employer's matching gift donation.