1. Create a constituent record for the matching gift organization
    2. On the Org 1 tab, mark the box for Organization matches gifts
    3. Enter matching gift information:
      1. ​In the Factor field, enter the ratio by which the organization matches gifts
        • ​For example, if the organization matches a $100 gift with a $100 matching gift pledge, enter 1. This field accommodates two decimal places
        • ​Even if you do not know the factor, it is good to enter a value here. Leaving the field blank may result in $0 matching gift pledges
      2. In the Fiscal Year Starts field, enter the month and day representing the beginning of the organization's fiscal year
      3. ​Enter the maximum and minimum amounts the organization matches per gift, annual per donor, and total per donor
    4. Navigate to the Relationships tab
    5. Add an Individual relationship and click Save and Close
    6. When prompted to reciprocate relationship, select Yes 
    7. Open the Individual record and select the Relationships tab
    8. Select Organizations, locate and double click on organization to open
    9. On the General 2 tab, mark the box for Organization matches gifts
    10. Click Save and Close to save the relationship
    11. Click Save and Close to save the individual's record