Matching Gift Details

To enter a New Matching Gift:

Create a new batch or select a batch you wish to work with.
Select New Matching Gift from the Page Tree.
Enter the ID number of the Organization matching the gift in the Organization field.
If you are entering a new matching gift, select New in the Matching Gift # field and the system will generate a new unique Matching Gift number for the Matching Gift (using zz_new_id) when you complete the entry process. If you are entering a matching gift that spans more than one batch, or contains a balance because part of the matching gift was previously entered and processed, select the gift being matched from the Matching Gift # drop-down.
Select the Tender from the drop-down and indicate how the matching gift will be paid. Since the selected Tender applies to the Matching Gift number, all matching gifts in this batch, as well as all other matching gifts across multiple batches associated with this Matching Gift number will share the same Tender Type. Thus, if you change the Tender Type, it will change for all Matching Gifts associated with this Matching Gift number.
Enter the amount of the matching gift.
Enter the date of record for the matching gift. By default, the current date defaults into the field.
Enter the Tender details for the matching gift in the form directly below. The fields that appear in the Tender detail form correspond directly to the Tender selected in the Matching Gift Details form above.
Click Save in the Matching Gift Detail form header
If there are existing claims for this company, click the Claims List hyperlink in the Matching Gift Summary form. This hyperlink displays with the number of claims in parentheses.
When the Outstanding Claims List appears, select the claim(s) against this matching gift by checking the check box(es) next to the appropriate row(s).
In the Claim Amt. field, enter the amount being matched. In the event that the matching gift is not equal to the expected amount (as generated by the claim), the difference will be reflected in the “Balance” column in the header.
When you have matched all the claims, click ‘Generate’ on the header to match the claim. The Matched Gifts List displays.
Save the transaction.
Enter additional transactions or close and submit the batch for processing.

Note: Associating the matching gift to previously received donor gifts may be accomplished using different methods:Generating new matching gifts from outstanding claims. or matching the gift to a donor by entering donor gift information directly or by selecting the gift to match from the donor’s giving history.

Note: The Matching Gift summary section contains the information for the matching gift organization, which is also referred to as the header. Additionally, the header will maintain running totals of the number of matching gifts applied from this check, and total amount of those gifts and amount remaining in this check to be applied, both for this batch and for all processed and non-processed batches.

Note: If you do not enter additional information for this matching gift, e.g., identifying a transaction from the Claims List, and you close the Matching Gift transaction, the data you entered will not be recorded in the batch.

Note: Although rare, the potential for receiving matching gifts denominated in a foreign currency does exist. In this scenario, the Foreign Currency fields, on the bottom of the form can be used to enter the non-domestic matching gift.

Note: Advance prohibits the entry of duplicate matching gifts that contain the same Organization ID and Check #. If you enter a matching gift for an organization with a check number, then attempt to add a second matching gift for the same organization with the same check number, Advance will display a warning message that the check number is already assigned to an existing Matching Gift Number. If you accidentally attempt to add the same information twice, Advance will yield the warning and the Organization ID will be removed from the Matching Gift Details form. This means you must re-enter the Organization ID, then select the correct Matching Gift # from the drop-down and complete entry of the matching gift transaction before submitting it for processing.

Data Fields:

Organization	The ID number of the organization that sent the matching gift check. The preferred mailing name of the company will be shown to the right of the ID entered and Advance will confirm that this is, in fact, the ID of an organization. Required
Matching Gift #	The unique matching gift number. If a new matching gift is being entered, select NEW and the system will assign a unique matching gift number using zz_new_id. If you are entering a matching gift that spans more than one batch, or contains a balance because part of the matching gift was previously entered and processed, select the gift being matched from the Matching Gift # drop-down. Required
Check #	The identifying number of the check received. This is a batch default field but may be overridden. This field is not required as of Advance 9.6.
Amount	The amount of the matching gift check. This amount is entered by the user and is not based on any anticipated amount previously entered. An amount of 0 (zero) is only allowed if the selected Tender has the Tender Type switch set to 'G' (Gift-in-Kind) in tms_payment_type. Required
Tender	The form of payment for the matching gift. Since the selected Tender applies to the Matching Gift number, all matching gifts in this batch, as well as all other matching gifts across multiple batches associated with this Matching Gift number will share the same Tender Type. Thus, if you change the Tender Type, it will change for all Matching Gifts associated with this Matching Gift number. As soon as you select the Tender, the Matching Gift Summary appears above and displays summary financial information about the Matching Gift for the purpose of balancing information across the current batch as well as multiple batches. Totals are automatically updated by the system and displayed in the summary in order to assist in this process. Required
Record	The legal date of the matching gift; it is the date that will determine the fiscal year of all of the matching gifts. Required
Receipt	A date, which may be used for receipts and acknowledgments. This date defaults to the system date. This field may be overridden.
Cover #	An identifying number for a cover letter attached to this transaction.
Memo #	An identifying number for a memo attached to this transaction.
Cashier	The cashier tag associated with this transaction. Values in this drop-down are validated against the cashier_tag database table.
Deposit Date	The deposit date to associate with the matching gift. This value can be manually entered or selected from the calendar which displays when the icon to the right of the field is clicked.
Reference	Text indicating where (outside of Advance) additional information regarding this gift can be found.
Reference2	Text indicating where (outside of Advance) additional information regarding this gift can be found.
Fgn Type	Drop-down list of values of non-domestic currency. Values are validated against the tms_currency_type table.
Fgn Amt	The foreign amount of the matching gift. Note that this field is entered by the user. A zero is not allowed if the Foreign Type field has a value.
Fgn Rate	The exchange rate used to convert the money in the matching gift check to domestic currency.
Date	A date, which may be used for applying the exchange rate. This date defaults to the system date. This field may be overridden.
Charity	The charity to which the matching gift applies. Values in this drop-down are validated against the Charity database table. This drop-down is used in conjunction with the Canadian Tax Receipting functionality and system option 148.
Create Tax Receipt	Check box indicates whether a tax receipt will be created for the matching gift. This check box is used in conjunction with the Canadian Tax Receipting functionality and system option 148.