If the individual's gift has not been entered:

  1. Ensure the organization matching the gift is set up as a matching gift organization.  
  2. Add a gift for the individual constituent. 
  3. A screen for the matching gift pledge appears. Save and close the gift after making any necessary changes.  
  4. When you receive a payment from the matching gift organization, add a matching gift payment.

If the individual's gift is already entered:

In Records:

  1. Ensure the organization matching the gift is set up as a matching gift organization
  2. In Records, click Gifts. 
  3. Click Open a Gift and search for and select the appropriate gift record. 
  4. On the Matching Gifts tab, click New Matching Gift. 
  5. On the New Matching Gift for [Individual Constituent Name] screen in the Matching Gift Company field, click the binoculars and search for and select the matching gift organization. The organization's matching gift information populates into the gift. 
  6. Make any necessary changes to the matching gift and click Save and Close. 
  7. When you receive a payment from the matching gift organization, add a matching gift payment


 

In an uncommitted batch:

  1. Ensure the organization matching the gift is set up as a matching gift organization
  2. In Batch, open the appropriate batch.  
  3. Highlight the row for the gift to be matched. 
  4. On the menu bar, select Gift, Match. 
  5. On the Matching Gifts for [Individual Constituent Name] screen, click New Matching Gift. 
  6. On the New Matching Gift for [Individual Constituent Name] screen in the Matching Gift Company field, click the binoculars and search for and select the matching gift organization. The organization's matching gift information populates into the gift. 
  7. Make any necessary changes to the matching gift and click Save and Close. 
  8. When you receive a payment from the matching gift organization, add a matching gift payment.

Note: If the original gift has been posted, you will need to either delete the gift or adjust it to $0.00 and then re-enter the gift with the matching gift.