Matching Claims

Matching Claims displays information that relates an original donor's gift, which appears to be eligible for a match, to the company expected to make the matching gift.

 

 

To display the Matching Claims View for an entity:

  1. Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile.

  2. Expand 'Giving' on the Entity Profile Page Tree.

  3. Click 'Views' and the Views Form displays.

  4. In the Views Form, click the 'Matching Claims' row on the list and the detail displays.

 

 

Data Fields:

 

Gift Date

This is the date of record for this matching claim.

Claim Amt.

This is the amount that the entity is being credited with for this matching claim.

Donor to be Matched

This is the entity that is being credited with this matching claim.

Allocation

This is the allocation that is being credited for this matching claim.

Form Rec.

This indicates the status of the matching claim.

Date Form Received

This is the date the form was noted as being received.