How do I set up matching gifts to connect in the Gifts module?

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This will explain how to link your matching GIFTS to the GIFTS module.

Answer:

There are several possible ways to handle this depending upon the optional modules you might have purchased.

You can add the gift number of the matching gift to the gift comment of the original gift.
Alternately you could put it in the batch or check number field.
If you have the pledge module, you will automatically get a matching pledge created for the match portion with the donor on the pledge being the company.
- The pledge and gift are linked.
- When the company pays the match, the gift will remove the pledge liability and the gifts are linked together via the pledge.
If you have FieldMaker, you can add a field to the gift screen such as Matching Gift # to record the gift number on either or both sides of the link.

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