Matching Gift Setup

Our matching gift program configuration library is very robust and while there are many great settings, they are not all designed to work together - each serves a very specific purpose. Take a look at this table to discover each setting, and make sure to work with your Implementation Manager or Customer Success Manager for configuration and training.

Employee category

Matching gift programs can be created for All Employees on the HR file or you may create a unique Employee Category to receive a matching program.

Available HR File Definitions include:

Affiliate Employee Type Code ID
Country Code
Pay Currency Code
Employee Type ID
Payroll Center
Region
Sub Company Code
Sub Company Long Code
Custom 1
Custom 2
Custom 3
Match Type
Report Group Name

You must work with your Implementation Manager or Customer Success Manager to set up Employee Category.

Program setup

Setting Name	Sub-Setting	Description	Payroll Match	Credit Card Match	Offline Match	Notes
Choose Type	Choose which program you will run.					Seen in Reports under Donation Type value/Column
Offline Type Eligible	Default - All or Pick one from active offline types				√
Program Name		Name of your program.	√	√	√	Seen in reporting and on the Charity Page > Match Opportunity 'View Rules'.
Program Description		Description of the program.	√	√	√	Seen on the Charity Page > Match Opportunity 'View Rules'.
Start Date		First donation (or pledge create date) date eligible for a match + Program active date	√	√	√	Based on UTC, we recommend adding a day to your end date so that it includes domestic locations and does not cut off too early.
End Date		Last donation date (or pledge create date) eligible for a match + Program in-active date	√	√	√
Request End Date		Last date the user can come in and request a match in this program. The donation (pledge create date) date must have been within the start date/end date.	√	√	√
Rolling Match Eligibility		Ability to set a date range for eligibility vs request end date.			√	Ex: If I have a 90-day rolling match eligibility, I can request a match 90 days from my donation date. For Payroll: For Credit Card: Donate Date For Offline: date entered in the calendar
Questionnaire		Attach custom questions in the match flow	√	√	√	Created through the Legacy Client Admin Panel.
Affirmation Title		Attach an Affirmation to the match flow - give it a title.	√	√	√
Affirmation Description		Attach an Affirmation to the match flow - body text	√	√	√
Only for Charity Board Member		If checked, the program looks to see if you have an active board-membership for the charity you are donating to. This means the program will only prompt for board members.	√	√	√
Match Settings		Connect this program with a match cap	√	√	√	Select from active Match Settings via the dropdown
Employee Category		Apply this match program to one certain employee category (See employee category for more details)	√	√	√
Program Specific Cap		Within this match program, you can't get matched for more than this amount	√	√	√	This is not the overall match setting/cap. This is a limit within this specific program.
Eligible Payroll Type	One-time Recurring Both	What payroll types will get a match prompt.	√
Promote grant to users upon eligibility		Must be checked for match allocation to work properly.	√	√	√
Need YC Admin Approval		Does this match need to be approved by a YC Admin (meaning Customer Success Manager OR Client Admin)	√	√	√	If not checked, that dictates 'Auto Approve' and the match request does not have to be reviewed.
Need Charity Admin Approval	Always Minimum Amount No Receipt No Receipt OR Minimum Amount None		√	√	√	Leaving this unchecked will result in auto-approved match requests.
Future Dated Offline		Allows employees to prompt an offline match before they have sent the money to the charity. After the date passes they can fully request and attach any documentation required.			√	This feature must be activated by your Implementation or Customer Success Manager.
Active		Is this program active T/F	√	√	√	A program won't be eligible until the start date/end date. Once a program is inactive, any pending matches, matches in resubmit, matches awaiting approval, etc. are no longer eligible.
Auto Match		Not available. Do not check.	X	X	X
Has User Choice		Must be checked for V2 match allocation to work properly.	√	√	√
Matching Percentage		How much of the donation amount will be matched. (50%, 100%, 200%, etc)	√	√	√	Should be entered as a numeric value: 50% = 0.50, 100% = 100.00, 200% = 200.00
Minimum One-time Matching Request Amount		The minimum dollar amount to receive a prompt for a one-time payroll match request. Required for one-time.	√			Must be at least $1 for the program to work.
Maximum One-time Matching Request Amount		The maximum amount that can be matched for a one-time payroll match request. Not Required.	√
Recurring Minimum Matching Request Amount Per Pay Check		The minimum dollar amount to receive a prompt for a recurring payroll match request. Required for recurring.	√			Must be at least $1 for the program to work.
Recurring Minimum Request Amount in Total		The minimum dollar amount for the entirety of the program to receive a prompt for a recurring payroll match request. Required for recurring.	√			Must be at least $1 for the program to work.
Recurring Maximum Request Amount in Total		The maximum dollar amount for the entirety of the program to receive a prompt for a recurring payroll match request.	√
Minimum Matching Request Amount		This is the minimum amount the donation must be to receive a match. Required.		√	√	Must be at least $1 for the offline or credit card program to work.
Maximum Matching Request Amount		This is the maximum amount the donation can be to request a match. Not required.		√	√
Allow any charity		Not available. Do not check.	X	X	X
Charity List		Create and attach a list of match eligible charities. Users only get the prompt if they give to this list.	√	√	√	Work with your Implementation or Customer Success Manager to properly configure Charity Lists for inclusion and/or Exclusion.
Exclude Selected Charity List		Create and attach a list of charities that ARE NOT eligible for matching. Users will not get a prompt if they give to one of these charities.	√	√	√
Default Matching Charity List		Create and attach a list of charities that will recieve the match funds, no matter what the original EIN was.	√	√	√
Include charities that have not affirmed	Part I: Confirmation of U.S. Federal Compliance Part II: Affirmation of Non-Discrimination Part III: Affirmation of Non-Religious Program support Part IV: Affirmation of Affiliation		√	√	√	NPO's complete affimation in NPO portal.
Exclude charities that have stated the following affiliations	politically-affiliated fraternal veteran’s sectarian service (i.e. honor societies, professional associations) religious other		√	√	√	NPO's set affiliations in NPO portal.