Use this feature to set up information for maintaining records of individuals or organizations that have made commitments to match gifts based on a percentage.
Filters
The options available in the Filters area are:
- Name
- Valid on this date
- Active?
Click the Search button to display the results or the Clear Filters link to reset all filters.
Matching Gifts Grid
The Matching Gifts grid displays matching gifts that match the selected filters with the following columns:
- Matching Donor
- Name
- Begin Date
- End Date
- Active
Double-click on a name or click the Edit icon to edit a matching gift in the grid. You can also click the Add New Pledge link to add a new matching gift. Click the Delete icon next to a matching gift in the grid to be prompted to delete it.
Matching Gifts Update
- Matching Donor
- Name
Details Tab
- Begin Date
- End Date
- Motivation
- Percent
- Limit per gift
- Overall Limit
Individuals Covered Tab
Click the Person Search icon, then select a person to add the donors who should be covered under this Matching Gift.
Notes Tab
Enter a note in the field provided if you wish.
Save/Cancel
Click the OK button to save the motivation, or click the Apply button to save the motivation and continue adding more.
Updated