Apply matching gifts to donations

Matching gifts are a fundraiser's best friend. It's like shopping with buy one, get one free. It's the easiest money you can possibly raise. How do you track all the lovely donations that come in with the possibility of a matching gift? And, when that matching gift arrives, how do you make certain the right donor gets credited? Let's get started on learning more about matching gifts.

Confirm the matching gifts configuration

Depending on when your Salesforce instance was created, these configurations may already be in place. Be sure to confirm each step:

1. First, be aware that matching gifts uses standard objects that are already available: Opportunity, Opportunity Contact Role, Account, and Contact. Configuration is quick and simple.
2. Second, we configure soft credits, as we did in Chapter 10, Configuring Fundraising Features.
3. Third, add the matching gift fields in Accounts, Contacts, and Opportunities. The fields...