• Add a constituent record for the matching gift organization.
    • On the Org 1 tab, mark the Organization matches gifts checkbox.
    • Enter the 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.
       
      • In the Fiscal Year Starts field, enter the month and day representing the beginning of the organization's fiscal year.
       
      • Enter the maximum and minimum amounts the organization matches per gift, annual per donor, and total per donor.
       
      • Add the organization as a relationship on the individual's constituent record.
      • On the General 2 tab of the relationship record, mark the Organization matches gifts checkbox.
      • Click Save and Close to save the relationship.
      • Click Save and Close to save the individual's record.