MatchFinder Online is a database, separate from the database in the program, that provides detailed information about matching gift programs with a variety of companies. After you locate information about matching gift programs specific to the records in your database, you can view the matching gift information and update records in your database with contact and address information from MatchFinder Online.


Search MatchFinder Online

  1. On the Revenue page, click Search MatchFinder Online. The Search MatchFinder Online page appears.
  2. At the top of the screen, enter the search criteria to use find the matching gift organization.
    • To search for a specific matching gift organization, in the Organization name field, enter its name or the first few letters of its name.
    • To view the matching gift organizations updated in MatchFinder Online within a specific period of time, in the Updated field, select the period of time of the updates to include. You can select to view records updated within the past 30 days to 24 months. To view all MatchFinder Online records regardless of when they were updated, select “All records”.
  3. Click Search. The program searches MatchFinder Online. In the Results grid, all MatchFinder Online records that match your search criteria appear.
  4. In the grid, select the MatchFinder Online record to open and click Select.


Update an Organization Constituent Record with MatchFinder Information 

  1. With the MatchFinder Online record open, select Update Constituent Record from the Task menu (on the left-side of the page).
  2. The Organization Search screen appears. Search for the organization constituent to link to the MatchFinder Online record.
  3. The Update from MatchFinder Online screen for the linked constituent appears. Select the information on the constituent record to update with MatchFinder Online information. To select to update all eligible information, click Update all. To deselect all checkboxes, mark Update none. The table below explains what will be updated with each selection:
Screen ItemDescription
Update allTo select all constituent information eligible to update with MatchFinder Online information, click Update all.
Update none
To deselect all constituent information eligible to update with MatchFinder Online information, click Update none.
Organization nameOn the Organization tab, this frame displays the organization name as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the name as it appears in MatchFinder Online, mark the checkbox in the Update column.
Details
On the Organization tab, this frame displays the alias and industry for the organization as it currently appears on the constituent record and matching gift organization record. An alias can be an acronym for the company or another name by which the company is known. The industry indicates the sector of business in which the organization is classified. To update the constituent record with the alias or industry as it appears in MatchFinder Online, mark its checkbox in the Update column.
Contact info
On the Contact info tab, this frame displays the address, phone number, fax number, or website address for the organization as it currently appears on the constituent record and matching gift organization record. To update the constituent record with contact information as it appears in MatchFinder Online, mark its checkbox in the Update column.
Contact
On the Contact info tab, this frame displays the name and email address of the organization’s contact as it currently appears on the constituent record and matching gift organization record. Select whether to create a new contact or update an existing contact with the contact information. To update an existing contact, mark Update existing contact and click the binoculars to use the Individual Search screen to find the contact in your database.
To update the constituent record with the contact name or email address as it appears in MatchFinder Online, mark its checkbox in the Update column.
Matching gift condition
On the Matching conditions tab, this field displays whether a matching gift condition exists for the organization. This field is for information purposes only.
Matching factor
On the Matching conditions tab, this field displays the matching factor for the organization as it currently appears on the constituent record and matching gift organization record. The matching factor is the rate at which the organization matches gifts. For example, if the organization gives $2 for every $1 its employees donate, the matching factor is 2. To update the constituent record with the matching factor as it appears in MatchFinder Online, mark its checkbox in the Update column.
Minimum match per gift
On the Matching conditions tab, this field displays the minimum gift amount the organization matches for a single gift, as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the minimum match per gift value as it appears in MatchFinder Online, mark its checkbox in the Update column.
Maximum match per gift
On the Matching conditions tab, this field displays the maximum gift amount the organization matches for a single gift, as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the maximum match per gift value as it appears in MatchFinder Online, mark its checkbox in the Update column.
Max match total
On the Matching conditions tab, this field displays the total amount the organization matches per donor, as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the maximum total match value as it appears in MatchFinder Online, mark its checkbox in the Update column.
Max match annual
On the Matching conditions tab, this field displays the maximum total amount the organization matches for each donor per fiscal year, as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the maximum annual match value as it appears in MatchFinder Online, mark its checkbox in the Update column.
Match notes
On the Matching conditions tab, this field displays additional information about the organization’s matching gift program, as it currently appears on the constituent record and matching gift organization record. To update the constituent record with the match notes as they appear in MatchFinder Online, mark its checkbox in the Update column.

 NOTE: If any of the information above is identical on both the constituent record and the MatchFinder Online record, the setting "No updates to process" appears and the checkbox is disabled.



Generate a batch of organizations that match gifts

1. Click on the Revenue module.
2. Select Generate MatchFinder updates.
3. Add an update constituents process to create a batch of organization updates from MatchFinder Online.