Automatically create matching gift pledge with donor's donation

Currently in database view, if a donor has a matching gift company that has the box check "company matches John Doe's gift" when we enter the donation in a batch in RE, it will automatically pull up a box that allows us to enter a Matching Gift Pledge for the company. This is not available in Webview.

  • Courtney Sauerbier
  • Feb 18 2025
  • Reviewed: Voting Open
Gifts
  • Attach files
  • Barbee Thomas commented
    12 Sep 15:32

    Some version of this is useful, but needs to be fully thought through. Having a matching gift pledge automatically occur and populate in the donor record can create issues in commitment totals and can create unwanted matching gift pledges. This is something that actually does not work as well in database view as it could, is rather clunky, and you now have the opportunity to improve it within web view. Best would be that it can pop up as a flag when the donation is entered, but then the user can manage it, it is not an automatic creation of a matching gift pledge.

    Attachments Open full size

Related ideas