- On the donor's record, enter the company as a company that matches gifts for them
- Enter the gift on the donor's record. The matching gift information is automatically entered on the gift. When the gift and matching gift screen are saved, the matching gift pledge on the company's record is automatically created
If you do not need to track which gift the company is matching, enter the gift with a Cash gift type and a Matching Gift gift subtype. Note that doing it this way negates the matching gift functionality so you will not be able to run the Matching Gift Report.
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