How to Make a Matching Gift
There are two ways to make a matching gift. To set up a relationship where every gift is being matched by the same entity, please follow the steps below. To make a one-time matching gift, please scroll down and utilize the second set of instructions.
Steps for setting up a matching gift where all gifts by the donor are matched by the same entity:
1. Both the donor and the individual or company who is matching the gift must be in Eleo as a contact.
2. Search for a contact by either pressing the ‘Contact’ tab, or by using the search box.
3. Setup the matching gift relationship by clicking on the ‘Matching Gift’ tab.
4. Then click ‘Add Matching Gift’.
5. All fields with a red asterisk (*) must be filled out.
6. Use the drop-down list to select the company or individual who will be making the matching gift.
7. Continue to fill out the required fields and press ‘Save’.
8. You will now be able to see the linked contact for the matching gifts.
9. Now press the ‘Gifts’ tab and then the ‘Add Gift’ button.
10. Add the initial gift to the contact. Remember to fill out all necessary information (*) and select ‘Save.’
11. A box will appear asking if you want to create the matching gift. Click ‘Yes.’
12. This brings you to the creation of a pledge for the company or individual who will be making the matching gift. The pledge is created because Eleo assumes you have not received the matching gift payment from the matching company or individual yet. Fill in all fields with a red asterisk *and then click ‘Save and Exit'.
13. You should now be on the Gift Search screen. If you have already received the matching gift, you will need to apply the payment to the pledge you just created. Click on ‘Add Pledge Payment.’
14. You will search for the entity’s contact record and select it. This will bring you to the Add Gift Screen where you can apply the matching gift payment. Add the required fields and click ‘Save.’
You now have successfully added your matching gift!
Steps to add a one-time matching gift:
1. Both the donor and the individual or company who is matching the gift must be in Eleo as a contact.
2. Search for a contact by either pressing the ‘Contact’ tab, or by using the search box. Then click on the contact record.
3. Now press the ‘Gifts’ tab and then the ‘Add Gift’ button.
4. Add the initial gift to the contact. Remember to fill out all necessary information (*) and select ‘Save.’
5. Click on the ‘Add Matching Gift.’
6. This brings you to the creation of a pledge for the company or individual who will be making the matching gift. The pledge is created because Eleo assumes you have not received the matching gift payment from the matching company or individual yet. Fill in all fields with a red asterisk *and then click ‘Save’ NOT ‘Save and Exit.’
7. You are now brought back to the original gift record. If you have already received the payment for the matching gift, you will want to apply the payment to the pledge you created. Scroll down to the bottom of the gift record, and you should see a ‘Matching Gifts’ section. Click on the pledge you just made.
8. You are now viewing the Pledge that you created for this matching gift. Scroll down to the bottom of this page, and you will see a ‘Pledge Payment’ section. Click on the ‘Apply Payment’ button.
9. This will bring you to the Add Gift Screen where you can apply the matching gift payment. Add the required fields and click ‘Save.’
You now have successfully added your matching gift!