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:

  1. Enter the initial gift as described in Adding a Gift.
  2. Open the Gift Profile for the gift that has corporate matching.
  3. Click the Corporate Matching icon.

    The Edit - Corporate Matching pop-up window will open.

  4. Expand the match program drop-down menu and select the desired match program from the list.
  5. You may set the optional fields if desired.
  6. Click the Save button.

    The Gift Profile will update with the corporate matching program displayed.