- Constituent makes a donation.
- 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.
First, the donation must be completed within NeonCRM. From the Donation Summary page, click the Add Match Pledge button.
On this screen, we are creating a pledge. This pledge is linked to the original donation.
The matching company (in our example, this is The Donation Foundation) is responsible for fulfilling the pledge. Note that we can see information about the original donation on the right. Make sure the details of the new donation match it.
After the pledge is created, you will see the summary page. Note that this displays that the pledge balance is $1000 and no money has been received toward the pledge.
If you navigate to the matching company's account page, you will see a record of the new pledge under the Donations section.
You can add standard fields for collecting matching company data to your online donation forms through Configure Fields & Sections, found under Global Settings cog > Global Settings >Forms & Web Pages > Configure Fields & Sections.
If a donor enters information into any of the Match Company fields, 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.
To reconcile this record and create a matching pledge, click on the button beneath Actions in the widget.
A page will open with the pledge information and a section containing the matching information. Click the Reconcile button in this section.
The company name from this section will auto-populate the Donor name field on the matching pledge. You can then link the company name to a matching company account in your database. If no match exists, you can create a new company account in your next step.
Enter the amount to be matched and click Continue to complete the pledge.
By default, your pledge will be created with a status of Pending until you can confirm it with the company. When the pledge is confirmed, edit the record and change the status to Succeed.
To enter the payment for a matching pledge, go to the record containing the matching pledge > Donations. Select the pledge to view the Match Pledge Summary.
Scroll to the bottom of the Match Pledge Summary to Pledge Payment Information and select Add Payment.
Enter the payment information.
After completing the regular steps for submitting a payment (i.e. acknowledgements, etc.), the payment will be reflected on the pledge.