Create matching gift type gifts directly in a company's record

At present we have to create a gift in an individual's record, then add a matching gift pledge tied to their company, then fulfill the pledge. This is burdensome and often leaves us with many open matching gift pledges. Why not have an option to create a donation with a "matching gift" gift type directly from a corporate constituent and soft credit to the donor?

  • Zach Sheets
  • Dec 2 2020
  • Attach files