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.

Understanding Matching Gift Types for Designations

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 Used to Define Matching Gift Types for Designations

Page Name	Definition Name	Navigation	Usage
Matching Gift Types	AV_MTCH_GFT_TBL	Set Up SACR, and then Product Related, and then Contributor Relations, and then Session Management, and then Matching Gift Types	Set up the valid matching gift types at your institution.