How to Process a Matching Donation

A matching donation links two separate donation orders together.

NOTE: Both orders must be processed as Matching Gift orders. 

Follow these steps to process the two matching donations in the system so they are recorded as matching gift donations:

Step 1: Process the First Donation

  1. Go to Box Office – Select either Box Office or Phone Sales.
  2. Choose the Donation Tab
  3. Mark as Matching – Under Contribution Type, choose Matching Gift
  4. Enter Donation Details – Select Account Lookup and locate the Donor, input the donation amount, select the campaign, etc. 
  5. Complete the Transaction – Proceed to payment and finalize the order.

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Step 2: Process the Matching Donation

  1. Start a New Donation – Begin another donation transaction.
  2. Mark as Matching – Again, select Matching Gift under Contribution Type.
  3. Under Original Gift OrderID – Select the Original Order ID – A dropdown will appear, allowing you to select the order ID of the first donation.
  4. Enter the Donation Amount & Campaign
  5. Process the Payment – Finalize the second donation transaction.
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That's it! The two donations are now linked as a matching donation.