Record a Matching Gift

UNDER REVIEW

When the individual or organization that is matching the gift sends in its donation, use the following process to record the matching gift:

1. Open or create a batch in Rapid Entry.
2. Choose a partner record for the organization or create a new partner record.
3. Make sure that the correct motivating appeal is selected.
4. Enter the dollar amount of the contribution in the Payment text field.
5. Choose the correct method of payment for the contribution from the Method dropdown menu.
6. Enter the dollar amount of the contribution in the Contribution text field.
7. Choose the fund that the contribution should be credited to from the Fund dropdown menu.
8. (optional) Choose the type of contribution from the Type dropdown menu.
9. Click on the Advanced button. The Contribution Details screen will be displayed:
   
   
10. Click on the Assign Credit button.  The fields necessary to assign the credit to the partner who initiated the match will now be displayed in the Gift Matching section:
    
    
11. Choose the type of contribution from the Type dropdown menu.  Current options include:
• Choose Memorial if the contribution is being made as a memorial to an individual.
• Choose Honorarium if the contribution is being made to honor an individual.
• Choose Volunteer if the contribution is being made as a volunteer.
• Choose Workplace Giving if the contribution is being made as a match for a workplace giving program.

When you select Workplace Giving as the Type, the Pending Matches screen will be displayed, which will show all pending options for the company:

12. Select the matching partner.
    
    Note: If the matching partner is not found, click on Cancel and use the Search/New buttons to add in the partner information.
13. Click on the OK button. This will create a link within Aegis CRM between the partner who initiated the matching gift and the matching gift from the organization/partner who matched it. You will be returned to the Contribution Details screen.
14. Click on the OK button.
15. Add the transaction as normal.
16. Save and close the batch when complete.