Select Matching Company(s) Window

This window allows you to choose one or more companies related to the donor (relation code EMPL) that will match the gift you are entering.

The company related to the donor will appear on this window only if a matching gift policy is defined and if a matching gift transaction (MG) was made. If policies do not exist or if policies were tested and the amount matched is too small or too large (exceeded set limits), the following message will appear: "A matching gift could not be made. The gift may be too small or may have exceeded the limits set for this matching company."

Each available matching gift policy per selected company will be used to calculate the expected matching amount when you click OK. Matching gift transactions (MG), which indicate that the companies will match this donor's gift, are created and appear in the bottom portion of the Gift Data Entry window. They can be used later to give the original donor soft credit when the company actually matches the gift.

Columns

Donor ID #

 

 

 

Form In?

Company

Begin Date

End Date

 

Policy