How do I add a matching opportunity for my fundraising campaign?

Learn how to add a matching commitment to your fundraising campaign

Jessica Sinatra avatar
Written by Jessica Sinatra
Updated over a week ago

Step 1: Navigate to Your Admin Dashboard

If your home page is not your Admin Dashboard, click on the drop-down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of the organization you’d like to access.

Step 2: Navigate to your Fundraising Campaign Editor

From the “Fundraising Campaigns” tab of your Admin Dashboard, click the “Edit” button within the campaign you’re looking to access.

Step 3: Add Matching Commitment

From your Fundraising Campaign Editor click "Matching" along the left-hand side:

From there, click the "Add Match" button to begin customizing your matching opportunity.

Step 4: Customize Your Match

After clicking the "Add Match" button you'll be taken to the form shown below where you can enter in the specific details of your match.

a. Name Your Match

Here, you will want to add the name of your Match as it will appear to donors. If you are promoting your Match by name to your supporters, make sure to add that title in this field.

b. Add Match Description

To give your supporters more details about this specific Match, you will want to add a description. Use this space to share any important details regarding the Matching Opportunity.

Tip: Use your Match Name and Description to let donors know how exactly their gift will be matched!

c. Set Available Matching Funds

Here, you will want to input the total amount of funds available for this specific Match.

d. Choose a Matching Ratio

Donations will be multiplied by this amount when matched. For example, if 2:1 is selected and Auto Matching is enabled (see more about Auto Matching below), a gift of $100 that comes in will be matched at $200 from your match pool. An associated offline donation in the amount of $200 would be created in your Donation Report.

The ratio of a Match cannot be changed after the match is created, so make sure you're happy with your choice before saving!

e. Add Your Sponsor Donor Name

Fill in this section to display the name of your Match sponsor according to how they would like to be recognized for their sponsorship. The Sponsor Donor Name is required for your reporting purposes and will not display publicly unless you check the box next to "Display Sponsor Donor Name Publicly."

f. Add a Sponsor URL

If you would like to promote your sponsor and share a link to their website, you can add their website URL here.

g. Set Match Time Zone

You can use the "Time Zone" drop-down menu to select your campaign's Time Zone.

h. Set Match Start Time (Optional)

If your Match has specific guidelines regarding when the donation must be made in order to qualify for the Match, you can select the time when the Match should start applying by clicking the box beneath “Start Time (US/<Time Zone>)” and selecting the date and time from the drop-down menu.

i. Set Match End Time (Optional)

If there is a point where donations will no longer be counted towards matching funds, you can set the time the Match should stop applying by clicking the box beneath “End Time (US/<Time Zone>)” and selecting the date and time from the drop-down menu.

j. Set Maximum Matching Funds Per Donation

If there is a Maximum Match amount per individual donation, you can set that number beneath the box labeled “Maximum Match per Individual Donation”. If someone makes a donation greater than this amount, it will only match up to the maximum you set.

k. Enable Auto-Matching

You have the option to enable automatic Matches to the donations that you receive for your campaign during the period the match is active (or all donations if no start/end time is selected).

Checking this box means that when an eligible donation comes in, an offline donation will be created automatically so the Match amount is also shown on your profile and will count towards your totals. Auto Matching will work for all Matching Ratios currently available to select.

For more details, hover over the information icon to next to "Enable Auto Matching".

Step 5: Save Your Match

Once you have completed this form, click "Save" to view your Match.

You can view, edit, archive, or remove this Match from your campaign editor from the Matches and Challenges tab at any time.

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