Enter donor's original gift and corporate matching gift in one gift batch.

It is becoming more common for corporations - or third party vendors - to send a single check or EFT transmission that includes both the donor's original gift and the corporate match. Currently, these gifts have to be entered in two separate batches to accurately apply the matching gift to an MG pledge. It would be significantly more efficient if gift entry professionals were able to enter both parts of the payment in a single batch. Additionally, this would eliminate any reconciliation oddities caused by splitting a check or EFT payment among multiple gift batches. 

  • Ben Wendrow
  • Dec 4 2017
  • Planned
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  • Meredith Friedman commented
    18 Nov 18:07

    Great news that this is now planned!!

  • Marcia Berry commented
    18 Nov 16:20

    NXT doesn't allow you to apply to the MG pledge the same day or batch. If I don't know about the MG and receive the money - I have to enter the MG pledge in database view and then enter it in NXT as the gift - THEN need to go back to database to apply the gift to the pledge!

  • Guest commented
    August 30, 2018 19:58

    I enter them in the same batch and then just go to the corporate record afterwards and apply the payment to the MG pledge from there.  I used to do 2 separate batches but this way seems easier for  me.