Matching Transactions

What is a Matching Gift?
A matching gift is when another constituent makes a gift based on a separate gift made by a different constituent. For example, a company may match all dona...
Mon, 15 Mar, 2021 at 4:15 PM
How do I designate a matching gift?
When entering or editing a gift, set the Matching Gift field to “yes”. You can then select the constituent that is going to match this gift. If the constitu...
Mon, 15 Mar, 2021 at 4:26 PM
Will it record the gift on the matching constituent?
No, AssociationSphere will not record the gift on the matching constituent’s record. You will need to record this gift when you receive it.
Mon, 15 Mar, 2021 at 4:22 PM
What if the matching constituent does not exist yet?
If the constituent is not in the list you can add a new one by clicking on the “+” located to the right of the drop-down field. Select the Profile type to...
Mon, 15 Mar, 2021 at 4:23 PM
How do I see if a gift has a matching gift?
Locate the Matching Gift column on the gifts grid and set the filter for the column to “is true”. This will filter the grid to just the matching gifts.
Mon, 15 Mar, 2021 at 4:25 PM