Matching Gift Options

• Donors giving one-time and/or recurring payroll can be eligible for matching. Programs can support one or both types of payroll in their settings.

• Payroll matches are allocated and reserved from the donor's matching cap, if applicable, but are not complete until the payroll has been sent through to YourCause Processing via an 'Actual File.'

• If a payroll deduction is not complete the match is not generated.

• Donors making a real-time credit card donation can be eligible for matching.

• Credit Card matches are allocated and created in real-time when the credit card donation is checked out.

• Clients that do not cover credit card fees match the donor's full amount and not their amount less the credit card fee.

• Donors that have given directly to their Nonprofit organization outside of the YourCause platform can return and record their donation to request a match.

• The donor's Nonprofit organization must be eligible and accepting donations in the system in order for the match request to be made.

• Typically, the donor needs to attach a receipt or proof of donation before being prompted to request a match.

We offer a very robust settings library to craft the experience your program needs. Review our settings table and work with your Implementation Manager or Customer Success Manager for configuration.

Matching gifts can be automatically approved, or they can be approved by a Client Administrator. In some cases, a client may contract for our Program Services team to review and approve matching gifts on their behalf.

Matching gifts are funded as part of your established processing schedule/cycle. The client receives a transaction file that includes all matches made in the system during the most current processing cycle and after funded, the matches are dispursed along with their original donation, with the exception of matches requested via offline donation. We do not process offline donations.

If Sally works for a company that processes donations and matches monthly and makes a credit card donation in August, they can expect:

1. The Match Request to be reviewed and approved by the end of August

2. The match to be processed with their original credit card donation sometime in September

If John works for a company that processes donations and matches quarterly and makes a credit card donation in August, they can expect:

1. The match request to be reviewed and approved by the end of August

2. The match to be processed with their original donation sometime in October.