Matching Gift

Represented by one Gift Transaction, linked to another Gift Transaction

Definition:

A gift (the “Matching Gift Transaction”) that is intended to match other donation(s) (the “Matched Gift(s)”), potentially dollar-for-dollar, sometimes up to a certain amount
Not scheduled
No previous commitment

Examples:

Employer matches employee giving over a period of time
One donor encourages holiday giving by offering to double donation amounts up to a goal amount

Not using Opportunity or Gift Commitment because:

See “Not using Opportunity or Gift Commitment” from Single Payment Gift - Untracked Solicitation
Matching gifts are typically a one-time gift but there are exceptions.

Prerequisites for Salesforce Admin:

See Prerequisites for Salesforce Admin from Single Payment Gift - Untracked Solicitation
Optional
- Create a custom field at the Business Account level to capture matching policies for the matching gift donor.
In order to display all related Gift Transaction records on the Matching Gift Transaction record, use ARC, reports, or Timeline

Prerequisites for End User:

Best Practices:

After the matching gift is entered, link it to the relevant initial donation(s). Update the “Matching Employer Transaction” lookup on the Gift Transaction record(s) representing the initial donation(s) with the newly created matching gift.

How to enter the gift via Gift Entry (recommended):

See How to enter the gift via Gift Entry from Single Payment Gift - Untracked Solicitation

How to enter the gift (without Gift Entry):

See How to enter gift (without Gift Entry) from Single Payment Gift - Untracked Solicitation