Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

  1. Create a constituent query of all Matching Gift Companies
  2. Globally add a constituency code of Matching Gift Company

    Note: The constituency code can be deleted once the process of checking Organization matches gifts for all constituent employees of MG Companies has been completed
  3. Create a static Relationship query
  4. Filter on Organizations, Constituency Code =  MG Company
  5. Save the query
  6. In Administration, click Globally change records
  7. Select Organization/Business Relationship, and click New Change
  8. Click Include and select the query created in step 4
  9. From the Show Field, select Organization/Business Relationships
  10. Select Organization Matches Gifts, and select to add checked and Overwrite existing Value
  11. Select to create an query of changed records
  12. Click Change Now