Theatre Manager Manual | Add a Matching Gift

Before proceeding, read about matching gifts and when to use them.

Creating matching gifts first requires that a patron record is setup as a match company. Once the mathcing gift patron, usually a company account, is setup, you can create multiple matching gifts associated with this match patron account.

Setup Match Company Top

In order to create matching gifts, a patron record needs to be designated as the matcher or matching company account. The following steps only need to be completed once per matching patron account:

Locate and open the patron account to be set as the matching gift company account

Use the Contact List to locate and open the patron record that will be used as the matching account (typically a company or corporate account)

Mark the account as a matching gift account

Open the Patron Match Tab
Check the Matching Gift Company checkbox to designate this account as eligible to match donations

alt="Matching — Matching Gift Company Checkbox

If appropriate, enter a standard matching gift ratio

Adjust the Matching Gift Ratio
This can also be altered at the time of each donation

If appropriate, enter an allowed matching gift range

Enter a Maximum Amount and/or Minimum Amount to be matched as designated by the matching company protocols

Save the changes

Click the Save button to save your changes and close this patron record

Create Matching Gift Top

Once you have the correct patron record setup as a match company, you can create matching gifts associated with donations via the following steps:

Open the patron making the donation

Use the Contact List to locate and open the individual patron making the original donation
Open the Patron Donation Tab

Enter a new donation

Click the New button on the bottom left of the window to start a new donation record
On the blank Donation Details Tab, enter the appropriate donation details (refer to adding a donation for more information)

Mark the gift as eligible for a match

Check the Matching Gift checkbox to mark this gift as one that receives a match

Enter the matching gift details

On the Matching Gift Entry Window, enter the appropriate details:
- Campaign (usually the same as the original donation)
- Solicitor (usually the same as the original donation)
- Amount for the matching gift value.
  - By default, Theatre Manager assumes the matching gift to be the same as the donation
  - If the ratio has been modified under the Match Tab of the matching gift patron, that ratio is auto calculated and inserted in to the matching gift detail
  - The matching gift can be more or less than the amount of the current donation
  - Editing the Amount overrides any default giving ratio calculation

Search and select the matching gift company account

Use the patron search icon to search and select the matching account's Patron #
Only patron accounts marked as matching companies can be used here

Finish entering the matching gift details

Click Create when finished

Take payment from the individual donor

Click the Payment button and take payment
Once a payment is received, the Donation Detail Window will reopen

Review the saved matching details

Once the payment transaction has been completed, the original donation record will show the match details under the Donation Matching Gift Tab

alt="Donation — Donation Matching Gift Tab

When payment for the matching gift arrives, open the matching gift account

When you are prepared to take payment for the matching gift portion of this donation, go to the Matching Gift Tab of the original donation and click the Show Matching Gift Patron button