Contents
Neon CRM provides a tool set to keep track of matching pledges and gifts. The process follows these steps:
- Constituent makes a donation and enters information for a Match Company for the pledge.
- From the donation record, a staff user creates a pledge. This pledge is on behalf of the matching company and is linked to the original donation.
- The company makes payments on their new pledge.
Donors Enters Match Pledge Data Online
To collect matching company data on a online donation form, you may add these fields to the form. Please note: The following applies to legacy donation forms. If this form is connected to a campaign, you must publish the legacy form, as described in the steps below.
First, to create your legacy donation form, navigate to Settings cog > Global Settings > Forms & Pages Heading > Standard Forms Subheading > Configure Fields & Sections.
On the first page, ensure a donation form type is selected in the Page Name field.
On the next page, select the campaign to which this donation form will be linked by selecting the radio button next to Customize a Campaign and selecting the campaign on the drop-down menu.
On the next page, in the Page Fields Selector area, enter "Match" in the Search field at the top of the left column to reveal all of the company match fields available. You may add any of these fields to your donation form by moving them from the left column to the right column.
Continue through the following steps until you Submit the donation form. Next, navigate to your campaign by selecting Fundraising in the navigation menu and then selecting Fundraising Campaigns on the drop-down menu. On the Campaigns list page, locate your campaign and select it.
On the campaign overview page, in the left side menu. select Legacy Donation Form.
On the Legacy Donation Form page, select the toggle next to Publish Legacy Donation Form to the "On" position.
The form, with the company match information fields, is now available to constituents.
If a donor enters information into any of the Match Company fields on the donation form, a Match Company record will be created on the donation. This record will have a default status of Unreconciled, and the donation will be added to the Tribute & Matching Donations to Reconcile widget. (This widget may be found by selecting Actions in the top right corner of any dashboard and searching for "Tribute".)
Create a Match Pledge as a System Admin
If the constituent did not enter matching pledge information with a donation.
If a constituent did not provide the matching pledge information with a donation, search for and locate the constituent's original donation. Select Donations in the left side menu and select the donation amount link.
The Donation Summary page will open. Select Add Match Pledge at the top of the page.
Enter the Donor and Amount. Ensure the Status is Pending (if the matching pledge has not been received). Select Continue at the bottom of the page once all information has been entered.
On the Summary page, select Save Pledge.
The matching pledge information is now entered.
If the constituent entered the matching pledge information with a donation.
If a constituent entered the matching pledge information with a donation, you may reconcile the information by searching for and locating the account of the constituent who provided the matching pledge information. Select Donations in the left side menu and select the donation amount link.
The Donation Summary page will open. In the Company Matching Information section, select Reconcile.
Enter the Donor (the matching company) and the Amount. (The Status will be pending.) Select Continue at the bottom of the page when all information has been entered.
On the next page, select Save Pledge.
The matching pledge information is now created and confirmed.
Adding a Matching Pledge Payment
Once the company match payment has been received, you, as the system administrator, can add the payment to fulfill the company match pledge. To do so, search for and locate the match company. Select Donations in the left side menu and select the Open Status Match Pledge Amount.
On the Match Pledge Summary page, select Add Payment in the Payments section at the bottom of the page.
On the Pledge Payment page, ensure all information is correct and select Continue at the bottom of the page.
On the next page, enter the Payment information and select Save Payment or Submit Payment (depending on the payment type).
The pledge payment information will now appear.
On the Match Pledge Summary page, the matched pledge will show as received.