Workplace Giving - Receive matching gift before employee gift

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Occasionally we will receive a matching gift from an employer before we receive the gift from the employee. In that scenario we enter a matching placeholder on the employee for $0. We then add a matching gift pledge to the placeholder and update the amount from $0 to the match amount.

I'm wondering what other people do when they receive matching gifts from employers before the employee gift they are matching?

Thanks!

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic

    @Krista Berg Welcome to the BB Community forums.

    Interesting situation you have. We deal with hundreds of matching gifts but I don't recall ever getting the matching gift payment before the gift. We frequently get requests for MG confirmation before we get the gift but not $.
    If your placeholder process is working well for you, that sounds like a good solution.

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