An employee must have a current, primary EMPLOYMENT relationship to have a matching gift automatically created for their donation. Matching Gifts is a feature that allows one donor to try and incent other donors to make contributions by promising to make an additional contribution to “match” the donor’s contribution. The “match” isn’t always a 100% match, but instead is usually a certain percentage of the donor’s contribution up to a certain amount. Personify360 only supports employer matching gift plans. A matching gift plan is created for each company that agrees to match donations of their employees.
In Personify360, matching gifts can be automatic or manual. If defined to be automatic, each time an employee of a company that has a current, active matching-gift plan makes a donation, a proforma matching-gift order is created for the employer company. If manual, the employee typically sends a copy of the receipt for their donation to their accounting department, and the company calculates the matching gift amount and sends a check to the organization.
An employee must have a current, primary EMPLOYMENT relationship to have a matching gift automatically created for their donation.
Matching gifts can only be created for Cash and Pledge donations.
In order for matching gifts to be automatically created, the following setup must be completed:
1. From the Organizational Unit Maintenance (APP003) screen, click Fundraising Parameters from the Subsystem Parameters task category. Then, from the Matching Gift Creation Control section, check the Auto Create Matching Gift Pledge and from the Matching Gift Creation drop-down, select whether a matching gift pledge should be created when the order is created or when payment is received.
2. From the Gift Setup (FND001_Gift_Code_Setup) screen, create a gift with a Gift Type of "Matching Gift".
3. From the Gift Setup (FND001_Gift_Code_Setup) screen, open the appropriate cash or pledge gift to which you want to link the matching gift. From the Fundraising Links section, click the Matching Gift link and select the matching gift created in step 2.
4. Ensure that the employee donor has a current, active, primary employment relationships with their employer.
5. Create a matching gift plan for the employer donor.
6. Create a donation for the employee for the cash or pledge gift created in step 3.
The system automatically creates a donation for the employer for the matching gift created in step 2.
Your organization may not want to automatically create a matching gift donation line. If so, as of 7.4.1, you can Manually Create a Matching Gift.