Follow

Matched Donations

To set up a matched donation, you will start by entering the donation that was received. As you go through the steps to add this donation you will see a Donation Options dialog box. Here you can check the box beside the This gift will be matched by a donor option.

Next, click on the Select a Donor link and search for the donor that will be matching the donation. Choose the donor from the list of matching results then click Next. Click Next again and follow the steps to finish adding the donation.

You can also enter the matching donation information on the full edit screen during the Add a donation process. Scroll down to the Matching Donation Information area and click on the Match This Donation link. Click on the Select button and then type in the name of the donor that will be matching this donation and click Next Choose the donor from the list of matching results then click Next. Enter the donation amount for the matched donation and click Ok.

Either of these two ways will create a Pledge in the matched donors profile. When the matched donation is received, go to the matched donors profile and click on the Donations tab. Find the Pledge that was created from the matched donation. Choose to apply the payment to that Pledge.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk