In the following example, David is entering data for our organization. He set up the following records for Sarah Smith (Donor 123) and her employer, The ABC Company (Company 456). He could choose to establish the relationship on either record, and the opposite relationship would be automatically created on the other record.

Relationships

456 The ABC Company

Related ID Number	Relationship Code	Begin Date Of Relationship	End Date Of Relationship	Attitude Code	Notation	Corresponding Relationship Notation
123	EMPY	07/07/1999	00/00/0000	A+	Employer	Employee

 

123 Sarah Smith

Related ID Number	Relationship Code	Begin Date Of Relationship	End Date Of Relationship	Attitude Code	Notation	Corresponding Relationship Notation
456	EMPL	07/07/1999	00/00/0000	A+	Employee	Employer

 

If you are setting up the relationship in the individual record, the relationship MUST be EMPL. This is hard-coded in the software; therefore, you cannot use any other relationship for the individual working for a matching company. While EMPY is not mandatory for the matching company relationship, the use of EMPY is highly recommended because it is easier to use and remember.

David also set up the following Matching Gift Policy for The ABC Company.

Matching Gift Policy

Policy Name: MAIN    Max Match Overall: 5000.00    Max Match Donor: 500.00

Sub-Policy	Donor Max Amount	Min Gift Amount	Ratio D:C	Start Date	End Date	Date Added	Next Policy No
01	300.00	25.00	01:03	06/12/1998	00/00/0000	06/12/1998	02
					Full		Donor
02	200.00	25.00	02:01	06/12/1998	00/00/0000	06/12/1998	99
					Full		Donor

The name of the policy is MAIN (Full-time Employee). This policy will only match a total of $5000 (Max Match Overall). It will match no more than $500 for each donor (Max Match Donor).

·       The first sub-policy is 01. The donor must have donated a gift with the minimum amount of $25 (Min Gift Amount) to be considered for a matching gift from this company. This sub-policy will give no more than $300 in company dollars (Donor Max Amount). The RATIO D:C means that for every dollar that the donor gives, the company will match a corresponding amount. In this case, for every $1 the donor gives, the company will give $3. This is an Active sub-policy that started on 06/12/1998. It was added to the policy on 06/12/1998. Credit will be given to Full-time employees and the Donor. If the company exceeds the $300 donation, Sub-policy 02 (Next Policy No.) takes effect.

·       The second sub-policy is 02. the company will give no more than $200 (Donor Max Amount) at a ratio of $1 for every $2 the donor gives. The sub-policy is Active, started on 06/12/1998, and is applicable to Full-time employees and the Donor. The company will not pay any more than $500 (Max Match Donor) for both combined sub-policies. When this match amount is reached, the policy ends (Next Policy No. = 99).

Donor Sarah Smith (123) gives $50 to our organization for Category BBFLD-ATFLD. After David enters the gift and generates transactions for Sarah on the Gift Data Entry window, he sees the following information:

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	50.00	123	AL	N	BBFLD-ATFLD	Y	CS

Since Sarah has a current EMPL relationship with The ABC Company, the Adv. Options Available and Advanced Gift Options/Matching Company(s) Exist options are enabled.

David navigates to the Select Matching Company window and chooses a policy from the drop-down list under Company ID 456. (The policy drop-down list box will only show the first sub-policy of each policy defined for the company.) David chooses policy MAIN. When he presses OK and closes the Advanced Gift Options window, he will see the following:

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	50.00	123	AL	N	BBFLD-ATFLD	Y	CS
200001	150.00	123	FA	N	BBFLD-AFFLD	Y	MG

Later Sarah decides she wants to donate an additional $300 to our organization. David enters the gift and generates transactions on the Gift Data Entry window.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	300.00	123	AL	N	BBFLD-ATFLD	Y	CS

He then accesses the Advanced Gift Options window to choose the matching policy from the matching company.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	300.00	123	AL	N	BBFLD-ATFLD	Y	CS
200001	150.00	456	FA	N	BBFLD-ATFLD	Y	MG
200002	125.00	456	FA	N	BBFLD-ATFLD	Y	MG

 

The ABC Company has already given $150, Sarah's first contribution, per Sub-policy 01. Now The ABC Company will match an additional $150 for Sub-policy 01 to meet the Donor Max Amount of $300 for that sub-policy. Sub-policy 02 is now accessed to see if there are more monies that this company can match. Sarah Smith's second donation of $300 is greater than the sub-policy's Donor Min Amount of $25. Therefore, Sub-policy 02 will give $1 for every $2 up to $200 with the total amount given not to exceed $500. In this case, The ABC Company will donate $125 for Sub-policy 02 ($1 for every $2 of $250). Up to this point, The ABC Company has committed to a total of $425 ($150 + $150 + $125) in matching money. The ABC Company has a remaining amount of $75 that could be used to match money given by Sarah Smith.

Later in the year, Sarah contributes another $500 in memory of her grandmother. David enters the gift and generates transactions. He then accesses the Advanced Gift Options window to choose the matching policy from the matching company.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	500.00	123	AL	N	CHUR-0029	Y	CS

He then accesses the Advanced Gift Options window to choose the matching policy from the matching company.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	500.00	123	AL	N	CHUR-0029	Y	CS
200001	75.00	456	FA	N	CHUR-0029	Y	MG

Sub-policy 01 has already reached the Donor Max Amount of $300. When David chooses policy MAIN, the matching process will see that Sarah has already petitioned the company for a matching amount of $425 and now has $75 remaining that the company will send in the form of matching money. Of her latest contribution of $500, only $150 (1 company dollar for every 2 donor dollars) will be matched by The ABC Company according to the configuration of Sub-policy 02.

If Sarah donated $600 instead of $500 in memory of her grandmother, David would have entered the gift generated transactions . . . .

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	600.00	123	AL	N	CHUR-0029	Y	CS

. . .and accessed the Advanced Gift Options window to choose the matching policy from the matching company.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	600.00	123	AL	N	CHUR-0029	Y	CS
200001	75.00	456	FA	N	CHUR-0029	Y	MG

Sub-policy 01 has already reached the Donor Max Amount of $300. When David chooses policy MAIN, the matching process will see that the company has already sent matching payments of $425 and that an additional $75 MG (the remaining amount the company will donate) is generated.

A year later Sarah donates $25 for new landscaping of the grounds. David enters the gift and generates transactions on the Gift Data Entry window.

Tran #	Amount	Donor ID	Giv. Rel.	Soft?	Category	Charitable?	Class
1	25.00	123	AL	N	LAND-FNTN	Y	CS

He accesses the Advanced Gift Options window to choose the matching policy from the matching company.

When David chooses the MAIN policy from the Select a Matching Company window, the program will check to see if there is any amount remaining to be matched by The ABC Company. Since The ABC Company has already matched $500 for Sarah and since the Max Match Donor amount is $500, David receives the following message: "A matching gift could not be made. The gift may be too small or may have exceeded the limits set for this matching company." (Q3 1999) David clicks OK to close the Select a Matching Company window and closes the Advanced Gift Options window to return to the Gift Data Entry window. He accepts the gift in the same way he would accept a gift without a matching company attached.