Some companies offer a matching-gift program to enable their employees to contribute to charitable organizations. Use this procedure to post a member's matching gift donation received from an employer.
Posting Matching-Gift Charitable Contributions
If you are using Internet Explorer, the Enter key behaves like the Tab key. That is, you can press the Enter key to move from field to field in the form, and then finally move to the Save button where pressing Save enables you to post the contribution.
If you are using Firefox, Chrome, Microsoft Edge, or Safari, the Enter key does not behave like a Tab key. When working in those browsers, you must press the Tab key to move from field to field in the form, and then click Save to post the contribution.
In
supported browsers, you can use the Tab
key or the Enter key to advance
the cursor from one entry field to the next.
The cursor is positioned in the Env # field (in the Posting section).
The
application is designed to help you efficiently perform the tasks necessary
to record contributions. Therefore, it "remembers' the settings from
the previous posting session and uses them to set default filters, posting
data, and options.
The application "remembers" the filter settings from your last posting session. If necessary, set the posting defaults and options to match the postings for the current session. Make sure that you select Matching Gifts as the Payment Type.
You are now ready to post the matching-gift contribution.
Do one of the following:
If you are posting by envelope number, type family's envelope number in the Env # field.
If posting by last name or Family DUID, tab to the Post To field. Type the first few letters of the family's last name or type the Family DUID. Then, select the donor from the Post To list.
Tab to the Amount field. Then, type the dollar amount of the matching-gift contribution.
In the Check Number field, type the check number.
For thorough record keeping, in the Memo section, record any details about the contribution, such as the name of the family or member and the contributing corporation.
Click to post the contribution.
About the Contribution Posting Page
How to Set Up the Contribution Posting Filters