Matching Gifts

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Tracking matching contributions is very similar to tracking soft credits. First create a Donation Type of “Matching Gift”

Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

  1. When the employee makes a contribution, record a normal donation.
  2. When the matching check is received from the employer, add a donation type of Matching Gift.
  3. Use the comments box to denote which employee was the original donor.

This helps you look at the employers record and know if they are a supporter of your organization or if the support is solely coming though a matching employee program.

Nancy, donor, will first make a DonationType = Donation

THEN the Matching company will make their DonationType = Matching Gift, maybe a comment indicating towards “Nancy Thompson”

Some organizations will also take a 3rd step to add to Nancy’s record, amount and DonationType = Soft Credit, comments of that Matching Company.

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