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Matching Gifts

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Matching Gifts in DonorDock

A matching gift is when a company or employer agrees to match the charitable contributions made by their employees. When creating gifts in DonorDock, you may create and link a matching gift from an existing gift record.

To create a linked Match Gift

  1. Navigate to an existing gift record

    • Gift records may be accessed through a contact record or through Transactions > Gifts

  2. Once on the gift record, on the right, click + Linked Gift on the Linked Gifts box

  3. Select from the dropdown "Add New Match"

  4. The gift slide-out will open with the gift amount pre-filled in for you in the received amount field. Enter in contact details and any additional information and click Create and Save

  5. The new linked gift will be created and you will be directed to the new gift page

To link an existing match gift

  1. Navigate to an existing gift record

    • Gift records may be accessed through a contact record or through Transactions > Gifts

  2. Once on the gift record, on the right, click + Linked Gift on the Linked Gifts box

  3. Select from the dropdown "Link Existing Match"

  4. A box will appear asking you to type in the name of the contact the existing gift is on

  5. Select the gift to connect from the dropdown

  6. Click Attach to Gift