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Defining Matching Gift Types for Designations

To set up matching gift types, use the Matching Gift Types component (AV_MTCH_GFT_TYP).

This section provides an overview of matching gift types for designations and discusses how to set up valid matching gift types.

The values you define on the Matching gift Types page are used when defining designation funds. When you define a designation fund, you can specify the types of matching gifts that matching gift companies do not match.

Matching gift types that are not matched by matching gift companies are found in the CASE Matching Gift Details book.

This table lists the values that are delivered based on CASE matching gift rules:

For Designations

For Gift Types

Athletic activities/program

Premiums for life insurance policies

Athletic scholarships

Deferred gifts

Athletic building projects

Gifts-in-kind

Non-athletic scholarships

Gifts of securities

Non-athletic building funds

Volunteer time

Page Name

Definition Name

Navigation

Usage

Matching Gift Types

AV_MTCH_GFT_TBL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Matching Gift Types

Set up the valid matching gift types at your institution.

Access the Matching Gift Types page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Session Management, then select Matching Gift Types).

Image: Matching Gift Types page

This example illustrates the fields and controls on the Matching Gift Types page. You can find definitions for the fields and controls later on this page.

Matching Gift Types page