Creating matching plans in company records

You will need to set up a matching plan for the company before entering a matching gift. Typically, the matching plan is set as a percentage of the gifts within a specified date range or amount range made by company employees. For example, Company ABC matches 50 percent of employee gifts that range from $10 to $100. Interest codes can also optionally be assigned to the company's matching plans. If interest codes are assigned to a matching plan, at least one of the interest codes assigned to the matching plan must exist in the fund where a matching donation is made.

Matching plans are defined on the Matching Plans tab on the Manage customers window. All matching plans created for the company record display on the Matching Plans tab on the company's Manage customers window.

Note: The Matching Plans tab is only enabled for company records.

Need more?

For details about matching plans, see these topics in the Customer section:

  • Manage customers window - Matching Plans tab
  • To create a matching plan

To create a matching plan

  1. From Customers, select Manage customers to display the Manage customers window.
  2. Click Find, enter the company ID, and click Go.
  3. Select the Matching Plans tab.
  4. Enter the percentage of the matching contribution in the Match % field.
  5. (optional) Enter the minimum contribution needed to qualify for the matching plan in the Minimum Contribution field.
  6. Enter the maximum contribution that qualifies for the matching plan in the Maximum Contribution field.
  7. (optional) Enter the start and end dates for the matching plan in the Start Date and End Date fields. If no Start Date is specified, the matching plan is effective immediately. If no End Date is specified, the matching plan is effective until it is deleted.
  8. (optional) Click Interest Codes to display the Interest Codes window. Select one or more interest codes and click OK.
  9. (optional) Enter the Form Number associated with the matching plan.
  10. (optional) Enter any Notes associated with the matching plan.
  11. Click Save.