How to Create a Matching Gift

  1. Follow the guide that's titled How to Manually Add a Gift.


  2. Once the donation has been added to your database or as you are entering it, toggle the 'Matched By' Field.


  1. Click on the plus icon (+) and enter the Gift-Matching Employer. You may choose to select a contact from the dropdown by Gift-Matcher Contact as well, but this is optional.


  1. Select from the dropdown by 'Matched By' whom you want to list as the Gift-Matching Employer. The name that you entered in Step #3 above will now be listed as an option.

Note: The "Matched By" field is for informational purposes only and does not trigger any changes or updates in the Matchers record.

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