How do I track Matching Gifts?

Tracking matching contributions is very similar to tracking soft credits.

• Create a Donation Type of "Matching Gift". (For help, watch the video on adding DonorSnap system dropdown choices.)
  
  
• When the employee makes a contribution, record a normal donation, for example "Bob Smith" makes a donation = DonationType of "Donation"
• When the matching check is received from the employer, put in a donation type of "Matching Contribution".
• Use the comments box to denote which employee was the original donor. This helps you look at the employers record and know if they are a supporter of your organization or if the support is solely coming though a matching employee program.

Additionally some organizations will record a "Soft Credit" (DonationType) back on the donor's record so they receive credit for the donation, even though it is not their money. In the comments, note the name of the Company that made the gift on their behalf.