Adding a Corporate Matching Gift
Corporate matching can be added to a gift after the gift has initially been created.
To add corporate matching to a gift after it has been created, complete the following steps:
- Enter the initial gift as described in Adding a Gift.
- Open the Gift Profile for the gift that has corporate matching.
- Click the Corporate Matching icon.
The Edit - Corporate Matching pop-up window will open.
- Expand the match program drop-down menu and select the desired match program from the list.
- You may set the optional fields if desired.
- Click the Save button.
The Gift Profile will update with the corporate matching program displayed.