Expected Match Amount

Specify the dollar amount that will be given by a related ID Number to match this pledge. This amount must be supplied by you; it is not calculated by the system. This column is independent of the matching gift policy checking that occurs when a matching gift is created.

 

If the person works for a matching gift company, you must calculate the amount that you expect the company to match, based on the company's matching gift policy.

When a Related ID to Pay Match and an Expected Match Amount is specified here, a pledge matching gift (PG) transaction is automatically created.

If the donor did not specify a total pledge amount and the Unspecified Amount checkbox is selected, the Expected Match Amount column should be set to 0 and the Related ID to Pay Match column should be cleared and not available.