Credit Matching Gifts to Donor in Lists

I have just learned that matching gifts are credited are not credited to the donor when running a list. I have a total giving greater than $1,000 and I have selected matching gift payments in that tally, but it does not count the matches for individuals.

  • Liz Dixon-Eversole
  • Jan 17 2025
  • Reviewed: Voting Open
Lists
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  • Bill Connors commented
    21 Jul 17:21

    As with everywhere in the database view, we should be able to decide whether WE want to give MG credit to the person and/or the company. There is a good reason the db view was set up this way, it's needed and common practice, and web view lists should allow us to do the same. It's really limiting the usability of lists by not letting us include MGs. Thanks.

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