FAQ: How to set up an Employer matched donation in V.2
- To set up an Employer matched donation, you will need to enter two donations - one donation for the Organization and one donation for the Employee – and then use the soft credit field to indicate the matched donation.
- Start by adding a gift:
- Enter the Employee donation, and soft credit the organization; you may want to also indicate this gift is eligible for an employer match in the memo field.
- Next, add another new gift, for the company/employer, and soft credit the employee.