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How to Configure a Matching Gift Program?

To set up a matching gift program, follow the below steps.
1. On the Matching Gift Program List page, click New M360 - Matching Gift Program.
 
The M360 - Matching Gift Program form is displayed.
 
2. Enter or select the values of the fields as required.
 
Please refer to the following table for field names and their descriptions.
Field
Description
CUSTOM FORM
Preferred options available to customize the Matching Gift Program form
 
By default, the M360- Matching Gift Program Form is selected.
NAME
Name of the matching gift program
INACTIVE
Whether to deactivate this matching gift program 
MATCHING ORGANIZATION
Company offering the gift program to match the employee donations
MATCHING FACTOR
Factor at which the matching organization will match employee donations
MINIMUM GIFT AMOUNT 
Lowest donation amount eligible for matching by the organization
MAXIMUM GIFT AMOUNT
Highest donation amount eligible for matching by the organization
MATCH LIMIT
Total amount of donations the organization will match within a specific period
MATCH START DATE 
Date when the matching gift program becomes active and starts accepting matching requests
MATCH END DATE
Date when the matching gift program concludes and stops accepting matching requests
 
3. Click Save.
 
The matching gift is added to the list.  
 
Note: You can update or view the matching gift details by clicking Edit/ View in the desired row.
 
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