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Adding a Soft Credit, Matching Gift

The Match Program Profile

Match Program Gifts Child Form

Match Program Originating Gifts Child Form

Match Program Related Gifts Child Form

Matching Gift Overview

To create one Matching Gift, you need a Match Program, an Originating Gift, a Matching Gift and a relationship between the Sponsor and the Originating Gift donor.

Note: In this case the name Sponsor refers to the Constituent who sponsors the Matching Program.

To create a Matching Gift, you must use the following general steps:

1. Complete the Prerequisites in order.
2. Establish a Relationship between the Sponsor and the Donor.

   Note: A relationship is only required if the Matching Program has the corporate match? check box selected.

3. Create the Originating Gift from the Donor.
4. Enter the Matching Gift from the Sponsor, making sure you soft-credit the Donor.

These steps are explained in detail below.

Prerequisites

This is the setup you must perform, in order:

1. Set up a fundraising Campaign
2. Setup an Organization as a Constituent.
3. Add a Match Program and select the corporate match? check box (requires Campaign, and Constituent)

   Note: The corporate match? checkbox restricts gifts to donors who have a relationship to the constituent organization who is sponsoring the match program. NetForum enforces this by hiding this Match Program unless the relationship requirement is met.

4. Setup a Fund (requires Campaign)
5. Specify a default soft-credit type for matching gifts in the DefaultMatchingGiftSoftCreditTypeGuid system option.

Establishing a Relationship

In this case the most likely scenario is an individual to organization relationship, such as employer-employee.

Note: A relationship is only required if the Matching Program has the corporate match? check box selected.

Use the following steps to create a relationship between an individual and an organization:

1. Go to the Organization's Profile in CRM: Modules > CRM > Add, Find, List, Query Organization> Organization Profile.
2. Go to the Relations tab.
3. Go to the Individuals child form and click the add button. The Add - Organization Affiliation page opens.
4. Enter the following:
   • individual sort name
   • relationship type
5. Click the Save button to create the relationship and return to the Organization Profile.

Create the Originating Gift

Add a Gift or Donation from the Sponsor's relation, such as an employee or member.

Note: The individual, household, or organization giving the gift must have a relationship to the Sponsor, if you selected the "relationship required" check box when adding the Match Program (prerequisite #3).

There are many ways to add a gift, the following scenario takes you through the Donation Wizard:

1. Go to the Donation Wizard: Modules > Fundraising >Donation > Add Donation. The Donation Wizard opens.
2. Enter the first few letters of the last name of the entity giving the gift. Select the correct individual, organization, or household from the list that appears.
3. Select the Gift radio button.
4. Click the Continue button. The Add Gift form opens.
5. The Matching Program does not become available unless you enter the following correctly:
   • Fund
   • Campaign
   • Donation Amount

   Note: Donation Amount must meet or exceed the Match Program's minimum donation requirement.

6. Go to the Match Program... section and select the correct Match Program from the Match program drop-down list.
7. Click the Add Donation and Review button.
8. Review the Bill to Information and click the Proceed > button.
9. Enter payment information on the Add a Donation | Payment page.
10. Click the Confirm button. The Constituent Profile opens, and the new gift appears under the Donations tab, Gifts child form.

Create the Matching Gift

Add a Matching Gift from the Sponsor, making sure that you soft-credit the Donor for her originating gift.

Enter a GUID in the DefaultMatchingGiftSoftCreditTypeGuid System Option that corresponds to the Matching Gift soft credit type. This filters the matching gifts available in the drop-down list to include only gifts made to match programs by this one Sponsor.

1. Go to Modules > Fundraising > Match Program > Find, List, Add, or Query Match Program > Match Program Profile > Gifts Tab > Gifts child form > Add Button. The Add - Gift page opens.
2. In the constituent field, enter the Sponsor's name.
3. In the fund code field, select the related fund.
4. In the gift type field, select Matching Gift.
5. Do not select a match program.
6. Enter payment information.
7. In the Soft Credit Recipients section, enter the Donor as a soft credit recipient and credit her specific gift:
   1. Click the Add button. The Add - Soft Credit Recipient page opens.
   2. In the Recipient field, enter the Donor's name.
   3. In the Amount field, enter the amount to soft-credit the recipient.
   4. The ultimate goal is to find the one specific gift that this Donor gave that triggered the matching gift. To that end, filter the gifts available in the related gift field by selecting the Soft credit type on this page.
   5. Click the OK Button.
8. Click the Save button. The Donor's originating gift appears in the Gifts child form and the Originating Gifts child form, and the Sponsor's matching gift appears in the Related Gifts child form.

Tip: Compare gifts listed in the Gifts child form to the gifts listed in the Originating Gifts child form to see if you are missing some Matching opportunities.