- Installing Rapid Entry
- Get Started with Rapid Entry
- Batch Status
- Create a New Batch
- Batch Options
- Edit Batch Header
- Appeal Panel
- Payment Panel
- Note Panel
- Product Panel
- Contribution Panel
- Recording a Received Matching Gift
- Recording a Contribution with a Matching Gift
- Transaction Review
- Merge in Rapid Entry
- Rapid Entry Hot Keys
- Locate a Batch in Aegis CRM
- Review and Approve a Batch
- Close a Batch
- Uninstall Rapid Entry
Recording a Contribution with a Matching Gift
UNDER REVIEW
When you receive a contribution that indicates that another entity, either a company or an individual, will match the contribution, you will need to do the following:
- Open or create a batch in Rapid Entry.
- Choose the partner or create a new partner record.
- Make sure that the correct motivating appeal is selected.
- Enter the dollar amount of the contribution in the Payment text field.
- Choose the correct method of payment for the contribution from the Method dropdown menu.
- Enter the dollar amount of the contribution in the Contribution text field.
- Choose the fund that the contribution should be credited to from the Fund dropdown menu.
- (optional) Choose the type of contribution from the Type dropdown menu.
- Click on the
Advanced button. The Contribution Details screen will
be displayed:
- Click on the
Record Match radio button
from the Gift Matching section.
The fields necessary to record the match will now be displayed in
the Gift Matching section:
- Enter the matching individual or organization:
- If the matching individual or organization has recently been selected, it will be available from the Matching Org dropdown menu.
- Use the Search button to search for the individual or organization. Select the individual or organization, if found.
- Use the New button to create a new record for the individual or organization if you cannot find it using the Search button.
- Enter the estimated
percentage of the match in the Estimated
% Match field. The following example shows that the Matching
Gifts, Inc. organization is expected to give a 50% match:
- Click on the Update button.
- Click on the OK button.
- Add the transaction as normal.
- Save and close the batch when complete.
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