multiple matching gifts on the same check

Nicole S

I'm have a small problem, nothing I can't work around, but something I have to explain over and over...

When pulling queries, exports, reports, etc - there is an option for soft credits, use distribution on gift, full amount to all, split evenly.  BUT there is not a similar option for matching gift payments.  Sometimes we get a check that has the matches for many donors all in one.  The problem is that when I pull these gifts and I'd like to credit the donor and not the company, the donor seems to have the full amount.  So I can have a $50 who looks like a $1,500 donor because that single check for $1,500 was split up 6 ways. 

 Am I missing something?

 (An example - I have a dashboard based on a query set up to look for $1,000 donors.  Works fine, until one of these checks comes in.  Then I have a bunch of extra people in my query and I have to manually exclude them the rest of the year.)

JoAnn Strommen

Nicole S.:

I'm have a small problem, nothing I can't work around, but something I have to explain over and over...

When pulling queries, exports, reports, etc - there is an option for soft credits, use distribution on gift, full amount to all, split evenly.  BUT there is not a similar option for matching gift payments.  Sometimes we get a check that has the matches for many donors all in one.  The problem is that when I pull these gifts and I'd like to credit the donor and not the company, the donor seems to have the full amount.  So I can have a $50 who looks like a $1,500 donor because that single check for $1,500 was split up 6 ways. 

 Am I missing something?

 (An example - I have a dashboard based on a query set up to look for $1,000 donors.  Works fine, until one of these checks comes in.  Then I have a bunch of extra people in my query and I have to manually exclude them the rest of the year.)

Nicole,

I had a respose all typed out but then went back and tried to replicate your problem in a query.  I can't get it.  When the big check comes in, is it entered as matching gifts or matching gift pledge payments?  I have one MG that sents lump check.  I created a query for gifts and MG in that range.  I'm only pulling the corp record.  None of the individuals are pulling into the query right now. 

What criteria are you using that they are pulling for you?

Nicole S

JoAnn Strommen:

Nicole,

I had a respose all typed out but then went back and tried to replicate your problem in a query.  I can't get it.  When the big check comes in, is it entered as matching gifts or matching gift pledge payments?  I have one MG that sents lump check.  I created a query for gifts and MG in that range.  I'm only pulling the corp record.  None of the individuals are pulling into the query right now. 

What criteria are you using that they are pulling for you?

 The particular query I'm using is for a dashboard, so it has some extra stuff in it.  But basically, it's looking for gifts (cash not pledges) over $1000 not linked to a membership since the last quarter - soft credits to both, MG to donor.  The big check is entered on the org record and applied to the MG pledges for each donor.  In my dashboard - I see 4 donors listed with a gift of $1650 each, when really the portion credited to each is less (500, 500, 250, 400).  I've looked at each record and they are linked correctly.

Oh, it's a constituent query if that helps.  Whatever it is, I am just not seeing it.

JoAnn Strommen

Nicole S.:

 The particular query I'm using is for a dashboard, so it has some extra stuff in it.  But basically, it's looking for gifts (cash not pledges) over $1000 not linked to a membership since the last quarter - soft credits to both, MG to donor.  The big check is entered on the org record and applied to the MG pledges for each donor.  In my dashboard - I see 4 donors listed with a gift of $1650 each, when really the portion credited to each is less (500, 500, 250, 400).  I've looked at each record and they are linked correctly.

Oh, it's a constituent query if that helps.  Whatever it is, I am just not seeing it.

For some reason your reply post never came through to me ???  Hope you have it resolved by now but just a thought. 

I had report messed up once because MG also got soft-credited.  May want to double check for that. If you've selected MG to donor and that's the corporation and your $ are messed up it would seem it's coming from somewhere else than MG entry, prehaps SC.

Or who knows maybe you've found another glitch in how RE is programmed vs. how we expect it to pull reports.

Nicole S

JoAnn Strommen:

For some reason your reply post never came through to me ???  Hope you have it resolved by now but just a thought. 

I had report messed up once because MG also got soft-credited.  May want to double check for that. If you've selected MG to donor and that's the corporation and your $ are messed up it would seem it's coming from somewhere else than MG entry, prehaps SC.

Or who knows maybe you've found another glitch in how RE is programmed vs. how we expect it to pull reports.

 I think I've found the root of the problem.  At some point the matching gift was applied to the wrong pledge.  When it's re-applied to the right pledge, everything gets all funky unless you delete and re-enter the gift.

Melissa Graves 3

Nicole S.:

 I think I've found the root of the problem.  At some point the matching gift was applied to the wrong pledge.  When it's re-applied to the right pledge, everything gets all funky unless you delete and re-enter the gift.

matching gifts can not be reapplied - they have to be re-entered. They appear as if they can be but in the back end continue to report as if still applied to the original pledge.