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.
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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. |
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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).
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