Matching gift recognition credit not applied to original donor after changing application of organization donation to matching gift claim.

After an organization donation is entered and saved in batch, reopening the batch and changing the application to a matching gift claim causes the original donor to not receive recognition credit for the payment on the matching gift claim.
We’re currently evaluating this issue for a fix in a future service pack.

Steps to Duplicate

1. Set your matching gift preferences to include only the following settings under “When applying a payment to a matching gift claim.”
               Add recognition credit for donor of matched revenue.
               Create recognition credit for donor only.
Add recognition for matching organization.
2. Create a payment from a constituent.
3. Create a matching gift claim on the revenue record for an organization.
4. From an enhanced revenue batch create a payment on a donation using the above organization (do not make a payment on the matching gift claim.)
5. Save and close the batch.
6. Reopen the batch.
7. Change the donation to a payment on the previously created matching gift claim.
8. Note the recognition credits are not updated to include the original donor.


 Blackbaud CRM

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