The first steps in the acknowledgement process is to create a selection of matching gift payments only: 
  1. Go to Analysis, Information Library. 
  2. Click Add a new ad-hoc query. Select a source view of Revenue. 
  3. To filter on matching gift payments specifically, use the filter Application Details\Application is equal to Matching Gift.
  4. On the Set save options tab, name your query and check the box to Create a selection. 
Next, you will want to ensure that your Altru database is configured to acknowledge matching gift payments. If you have acknowledged matching gift payments in the past, you can skip these steps: 
  1. Go to Revenue, Reporting Filters
  2. On the Revenue filters tab, click the drop down arrows next to the default reporting filter. Click Edit
  3. Ensure that under Revenue Types, Donation is checked. 
  4. Also make sure that under Transaction Type\Application, Matching gift is checked under Payment. 
  5. Save
Finally, here are the steps to add Matching Gift fields to your acknowledgement letters: 
  1. In your acknowledgement letter, under Select recipient information to use to personalize your letter, click Edit Acknowledgement merge fields.
  2. You will use your regular acknowledgement fields to pull information about the organization that matched the gift. (For example, you  will already have Address, City, State, Zip, Addressee and Salutation in your acknowledgement merge fields by default. These fields are pulling information about the constituent associated with the revenue, so we can use these existing fields to pull information about the organization.)
  3. If you are merging letters in Altru and would like to send a separate letter to the donor, insert a page break in your letter content. 
  4. Use the following node to pull details about the gift being match and original donor: Revenue Marketing\Revenue\Application Details\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent. (Under Browse for fields in, expand Revenue Marketing, expand Revenue, expand Application Details, expand Matching Gift Claim Details, expand Matching Gift Matched Revenue, expand Matched Revenue, then expand Constituent for constituent details.) 
  5. When you add your first field, you will see the Export Criteria windows pop. Add the following criteria to these windows:
    1. The first window will read,  "For each record in the revenue node enter the number of related records from the application details node to export." Choose 1 under Number to export and under Filter, choose Selected Application Details. Drag Application to Include Records where and set this equal to Matching Gift.
  6. We also recommend renaming these fields to indicate they are information for the original donor/original matched gift. Highlight the field in Selected Fields and click the Pencil Icon to change the name of the field. 
Here are some examples of common fields needed for gift membership acknowledgements:
 
Information NeededField to use
Original Gift AmountApplication Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Amount
Original Gift Date Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Date
Individual Donor AddressApplication Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Address (Primary)\Address
Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Address (Primary)\City
Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Address (Primary)\State Abbreviation
Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Address (Primary)\ZIP
Individual Donor
Addressee and Salutation
Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Addressee and Salutation\Primary addressee
Application Details\Matching Gift Claims\Matching Gift Claim Details\Matching Gift Matched Revenue\Matched Revenue\Constituent\Addressee and Salutation\Primary addressee
 
After these fields are added to your Acknowledgment merge fields, you can insert these fields into your letters and run your acknowledgements. For more information on the acknowledgement process, please see our related solution: How to run acknowledgements