Tracking matching contributions is very similar to tracking soft credits. First create a Donation Type of “Matching Gift” (Maintenance > Site Setup > DonorSnap Site Lookups).
- When the employee makes a contribution, record a normal donation.
- When the matching check is received from the employer, add a donation type of Matching Gift.
- 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.