Maintain Matching Gift Policies Window

 

 You cannot enter a policy that has a Donor Max Amount greater than the Max Match Donor amount.

At least one policy must have a Next Policy No. of 99.

 

If a donor or company is added using this window, their record is also created on the Donor Master and Dev Person tables.

This window allows you to enter the "rules" a company uses to determine how much it will give to your organization as matching gifts as a result of their employees' or retirees' gifts to your organization.

These rules or policies are published and generally available from the company or the donor (employee of the company).

Columns

ID #

 

 

 

 

 

 

 

Policy Name

Max Match Overall

Max Match/Donor

Sub-Policy

Donor Max Amount

Min Gift Amount

Ratio D:C

Start Date

End Date

Date Added

Next Policy No.

 

 

 

Part

Full

Retired

Donor

Spouse

Buttons

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