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.