Matching Gifts

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Matching Gifts

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

Last Updated On July 22, 2018