Aid to Education Gift Matching Program Matching Gifts Form

Instructions and help about Aid to Education Gift Matching Program Matching Gifts

Music let's take a look at working with matching gifts within the nonprofit success pack to track matching gifts in Salesforce you need to do four things one create the donors gift to identify a matching organization 3 create the matching gift from the organization and 4 connect the organization's gift with the donors gift our donor is Roberto Chase and he let us know that his employer program at home centers matches employees donations let's start by identifying program at home centers an existing account in our instance as a matching organization on program at home centers record we'll check the matching gift company check box select edit select the matching gift company checkbox select save there now it's easy to identify program at home centers as a matching company in list views and reports now let's look at what happens when you receive a matching eligible gift from a donor here's a donation that we received from Alberto chase he works at Pergamon home centers and they'll match h