MakeWay Foundation

How to record a company gift matched to donor gift(s)

At some point after you've recorded the donor's original gift, you will receive a check from the matching company. It may match a single donor's gift exactly or it may match to multiple donor gifts. In this example, the organization has received a check for $80 matching 1:1 of the gifts of two donors. One gift was already pre-marked as a potential matching gift. The other was received, but not marked as a potential gift.

Record the company gift

From the Account record, select New in the Opportunity related list and select Matching Gift as the record type.

Enter the Matching Gift

Record the opportunity normally as you would any other organization gift.

Find donor gifts to match

Scroll to the Matched Donations section and click Find Donations

Linking the gifts

Any opportunity that has been received and has already selected this company as a potential match will be listed.

There is still $30 unaccounted for, so click Find More Donor Gifts.

Adding more gifts

You can search by whatever information you have available. Hopefully, the matching company has provided the name of all donors that they are matching. When you've found the appropriate gift(s), select the box(es).

Finalize Match

When all the gifts are matched to the company gift, you can select Finalize Match. Note that it's not necessary for the amounts to match perfectly, as some companies match at different ratios than 1:1. The totals are provided for your benefit.