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My organization receives gifts which are then sometimes matched by an employer. As it stands now, we are entering the original contribution with no indication of a potential or forthcoming match. Then when we receive a match, we enter a second contribution for that individual and we fill in the Matched From and Matched Amount fields. Is this the proper way to enter these transactions? I had thought that entering these fields in the original contribution would add the matched amount to the total for that individual but it doesn't which is why we enter the second contribution with those fields. Assuming that this is the right way to do this, how can I generate a report which lists an individual's contributions and shows which are matching gifts? Related, what report uses the Matching Funds fields?

  • Please provide us some example for the same - – Ramesh - ARTECH Consultancy Oct 29 '15 at 16:29
  • Sorry, I don't understand. Of what would you like to see examples? – ihf Oct 29 '15 at 19:00
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This isn't really the correct way to record matched gifts. Matched gifts should be hard credited (recorded against) the donor and not the fundraiser so to speak. It sounds as though your recording them against the fundraiser and therefore you could end up claiming tax/gift aid incorrectly. The way we would normally do this would be to record the second contribution against the Employer that carried out the matched giving. At this point you could create the soft credit to the employee. This way you'd see both original gift against the fundraiser and the soft credit for the matched gift also. You'd also get a good idea of the value of employers by virtue of recording the hard credit against them.

Hope that helps!

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  • Just to be clear. You are suggesting that the matching contribution be entered for the employer and that the "soft credit" be entered as part of that entry. This makes sense for the reasons you mentioned; however, if I look at the "fundraiser" record there would be no indication of the matches. Correct? Or does the "soft credit" go in the fundraiser record? – ihf Nov 3 '15 at 13:33
  • The soft credit would also show against the fundraisers record as a soft credit. You can also search for soft credits in the contribution search so there shouldn't be any reason not to do it this way. – Parvez Saleh Nov 3 '15 at 16:07
  • Perfect. Thank you. – ihf Nov 4 '15 at 0:17

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