1. Run the Cross-Reference Report
  2. Identify recent Gifts that may be matched:


    1. Create a gift query and filter on:

      Constituent, Relationships, Organizations, Primary Business Organization matches Gifts? equals Yes

      AND Gift Information, Gift Date equals Last Quarter

      Note: Any date range may be selected depending on the gifts you would like to include in the query


    2. Examine each record in the results to determine if the gift qualifies for a match. If the gift does qualify, contact the donor and/or the company's matching gift coordinator (provided by MatchFinder) to find out what you need to do to initiate the match process.

For more instructions, refer to the MatchFinder Guide

For information on installing MatchFinder, refer to How to download and install MatchFinder (BB375116)