How to Process Matching Gifts in the NetCommunity Plugin

Jennifer Ring

Enabling Matching Gifts on your NetCommunity Donation Form allows your organization to take advantage of companies who are willing to match their employee’s contributions.  This can essentially double the revenue received off of each individual donation!  To enable Matching Gifts on your NetCommunity Donation Form, simply log in as an administrative user, and navigate to the Donation Form you would like to enable the Matching Gift selection on.  Click to edit the form, and scroll down to the Donor Options section.  Here we can mark the check box for “Allow Matching Gifts”.




 


 


 


 


 


 


When donors complete the form, they will need to check the box indicating that their company will match the gift, and then enter in the company name.  Note that the address information is not collected, and will need to be added in the NetCommunity Plugin prior to processing into the Raiser’s Edge.




 


 


 


Once the form is submitted, we will need to link the constituent and the company using the NetCommunity Plugin.  To access the submitted form data, log into the Raiser’s Edge and select NetCommunity Plugin.  Click on the Donations link, and select the Matching Gift Donation.




 


 


 


 


 


 


 


We will first need to link the constituent who has made the donation.  This can be done by clicking on the Find Constituent button, and searching for the donor’s name.   If the constituent does not exist in the database, you can select to add them as a new constituent.  It is likely that the fund has linked automatically to the Raiser’s Edge Fund Record, but if any edits need to be made, you can select Find Funds.  Below the Fund Linking window, you will see that the Matching Gift Company Appears.  If this has not already been matched to an existing organization in the Raiser’s Edge database, you will need to click on Manage Matching Gifts.




 


 


 


 


 


 


 


In the Matching Gift Pledge window, we will want to leave “Add this matching pledge” checked.  This ensures that we record the company’s promise to pay in the database.  To search for and link to an existing organization, click on the ellipsis to open the search window.




 


 


 


 


 


 


 


 


 


 


Locate the organization within the Raiser’s Edge.  If this is a new organization, you can select “Add New”.  Since the address and phone number are not collected on the Donation Form, if you would like to have this information present, you can enter it into the Raiser’s Edge record now.  Once the organization has been properly linked, you will see that it appears as a hyperlink.  You can also decide if you would like to mark the checkbox to “Add this company as an organization relationship”.




 


 


 


 


 


 


 


 


 


 


If you need to edit the contents of the Organization’s record prior to processing the transaction, clicking on the hyperlink will open the record.  Once we have completed all editing, simply click OK, and the Matching Gift should now be properly linked in the Plugin, and ready to be processed.  Please note that transactions containing a Matching Gift can not be bulked processed.  They must be processed individually.  For information on how to add to an existing batch, please see our Blog Post and Video.