- 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 Received 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:
- Open or create a batch in Rapid Entry.
- Choose a partner record for the organization 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
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:
- 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:
- 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. - 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.
- Click on the OK button.
- Add the transaction as normal.
- Save and close the batch when complete.
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