Get Itw Matching Gift Program

Open the pledge and select Gift, Convert Pledge to Recurring Gift from the menu bar. When prompted whether you want to convert the gift, click Yes. The installment amount of the pledge becomes the recurring gift amount. The recurring gift schedule matches that of the pledge.

Approach the donor with a question Use the opening question of, “Would you like the chance to multiply your giving and increase the impact of your generosity?” You want to — right away — get the donor in the frame of mind that they can increase their impact by donating matching funds.

When an employee donates, some organizations will match their gift. To be sure that you take advantage of this extra donation, you add the gift as a matching gift pledge.

Matching gifts cannot be entered as a payment on a personal pledge made by an individual, as the funds are not under direct control of the donor.

To apply individual gifts in a batch to a pledge: If paying a matching gift pledge, enter the name of the matching gift organization. If prompted, click Yes to the message: This constituent has at least one outstanding pledge.

Answer: Open the constituent's gift record that needs a matching gift pledge added. On the Matching Gifts tab, click "New Matching Gift" on the left. Enter the gift information and save and close the matching gift record. Save and close the constituent's gift record.

Let's dive in with the first step. Set a budget and goals for your donation-matching program. ... Identify matching gift threshold criteria. ... Determine eligibility for your matching gift programs. ... Decide how your company will facilitate matching. ... Establish your matching gift request process (and deadline).

Corporate matching gifts are a type of philanthropy in which companies financially match donations that their employees make to nonprofit organizations. When an employee makes a donation, they'll request the matching gift from their employer, who then makes their own donation.