Viewing a Donor's Matching Gift Plans

To view a donor's matching gift plans:

1.    From the Donor Plans task category in Donor360®, click Matching Gift Plans.
A list of the donor's matching gift plans display, as shown below.
View_Matching_Gift_Plans.png

2.    To view an existing plan, click the hyperlink in the Plan Type column to open the Matching Gift Providers screen.

3.    To add a new plan, click the Add New Plan to add a new matching gift plan.
Click the Main Page link to return the overview donor information screen.