Adding a Soft Credit, Matching Gift
When a gift is made to a fund that is associated to a match program, you may wish to give the constituent that made the original gift a soft credit for the amount of the matching gift. This requires the sponsor of the match program adding a regular gift for the amount of the matching gift and then adding a soft credit gift for the amount being matched to the constituent that made the original gift.
Adding a Soft Credit Matching Gift to the Originating Gift Constituent
When working with a match program, the original gift that was made in association to a match program is called the originating gift. As the matching gift is made, you may wish to give a soft credit in the amount being matched to the constituent that made the originating gift.
The following system options must be configured properly for this feature to work:
DefaultMatchingGiftSoftCreditTypeGuid - enter the Matching Gift Soft Credit type GUID. This GUID is entered by default and therefore this feature is enabled by default.
If no matching program is available when making the matching gift, check the Match Program Profile and make sure the corporate? check box is not checked.
To add a soft credit matching gift, complete the following steps:
- Go to the Match Program Profile.
- Expand the gifts child form to view the list of gifts that have been made that are associated to this match program.
- Locate the gift you wish to match. Take note of the amount of this gift.
- Click the Add icon located on the gifts child form. The Add - Fundraising Gifts pop-up window appears.
- Complete the Add - Fundraising Gifts form as you normally would when adding a gift.The following fields must be given special consideration when completing this form for this task:
- The constituent specified is the sponsor of the match program.
- The gift amount is the amount being matched. For example, if the match program is only matching 50% of the original gift, then you must enter 50% of the gift amount for the gift you selected to match. Multiple gifts can be matched at one time by entering the total amount for the gifts that will be matched in this transaction. For example, if there are three qualifying gifts of $100.00, $200.00, and $300.00 and the match program is for 50% you would enter $300.00 in the gift amount field (50% of the total amount of the qualifying gifts.) You would then add the three soft credit gift recipients (below) for these gifts and the amount being credited to each (i.e. $50.00, $100.00, and $150.00 using the example above.)
- Select the match program associated to the original gift.
- Click the Add icon located in the Soft Credit Recipients section of the Add - Fundraising Gift pop-up window. The Add - Soft Credit Recipient pop-up window appears.
- Complete the following fields as needed:
- Click the OK button. The information entered is now displayed in the Soft Credit Recipients section of the Add - Fundraising Gift form. The steps to add a soft credit recipient can be repeated as many times as needed to account for the number of donations the sponsor is matching in the gift being added.
- Click the Save button. The Match Program Profile will appear with the updated information displayed on the child forms.
| Field | Required? | Description |
|---|---|---|
| recipient | Yes | Enter the first few letters of the constituent who will be receiving the soft credit and select that name from the list of results returned. The recipient field will be populated with the name selected. |
| amount | Yes |
Enter the amount to be soft credited. For example, if you are adding a soft credit matching gift for a $100.00 original gift, but only matching 50% of the original gift, you would enter 50.00 in this field. |
| soft credit type | No | Expand the drop-down menu and select the Matching Gift option. You must select this option to properly award this soft credit matching gift. |
| related gift | No |
Expand the drop-down menu and select the related gift that is being matched. |
| send email confirmation | No | Click this check box to inform the recipient that a soft credit gift has been added. |
| template | No | If the send email confirmation check box was checked, specify the template that will be used for the email confirmation. |
Child Form Information
Upon adding a soft credit matching gift, several child forms on several profiles will be updated with new information. Below is a brief description of each profile and the child forms affected by the new soft credit matching gift.
Match Program Profile
- gifts - This child form shows any gifts made that are linked to this match program.
- related gifts - This child form updates to show the matching gift added by the match program sponsor. This child form only shows matching gifts.
- originating gifts - This child form displays the original (originating) gift that was matched by the sponsor of the match program. Gifts must be matched to display on this child form.
Gift Profile
- soft credits - This child form displays the soft credit that you added. This child form displays any soft credit, not just Matching Gift soft credits. You can also edit soft credits from this child form.
- invoice details - This child form displays the invoice that was generated when the gift from the match program sponsor was made.
- originating gifts - If you are on the Gift Profile for the matching gift, then this child form displays the gifts made from other donors that led to the current matching gift.
- related gifts - If you are on the Gift Profile for the originating gift, then this child form displays the matching gift that was made based on the current gift .
Constituent Profile
- originating gifts - This child form displays any gifts that inspired the sponsor of the match program to make the matching gift.
- related gifts - This child form displays any matching gifts made based off of a gift made by the constituent listed on the profile.
- soft credits - This child form displays any soft credits that have been added on behalf of the constituent listed on the profile.