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
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  • 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.