Matching Gifts

Yes – it often is.  However when you enter it after the original gift it is what we call a “back door” entry – you have to add it from the company/employer record rather from the constituent record.

Is there any way to enter a MG after the original gift has been entered in the constituents record?

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That’s how we do it.  The gift (or pledge) in the Foundation Account soft credited to the Patron. 

Katie Kerr

Accounts Receivable & Systems Manager

Pittsburgh Public Theater Corporation

621 Penn Avenue

Pittsburgh, PA   15222

412-316-8200 ext 718

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
Sent: Tuesday, August 20, 2013 3:48 PM
To: Katherine Kerr
Subject: RE: [Tessitura Development Forum] Matching Gifts

so i enter in the gift (matching) in the foundation's record and give soft credit to the constituent?  I also assume this is a matching gift payment and not a pledge?

Because we have not found a way to include soft credits in reports for an individual’s donor history or current giving, we actually book the matching gift on the individual’s record and soft credit the matching gift  and extensive notes to account for the entry -- to accommodate the Tessitura reporting structure.   While this is not a ‘best practices’ approach, it is a donor-centered approach which guides our internal business practices as most donors want the matching gift to be credited to their giving history/giving membership level totals.  Other fundraising software programs allow you to select what types of contributions you want included in giving totals – gifts, pledges, soft credits – I have not found this ability in Tessitura – or I do not know that this exists as an option for reporting. Maybe others have found ways without having to write customized SQL formulas.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer
Sent: Monday, April 11, 2016 11:56 AM
To: Laura Chaney
Subject: [Tessitura Development Forum] Matching Gifts

Wondering if anyone can share how they set up matching gift processes in Tessitura. We're very new and I'm not sure we're utilizing this functionality correctly.

I'm interested in how you process a matching gift and how you report on those. I really want to see all of those gifts reflected in the total giving of a donor, not the company. But, I think the documentation states that most reports don't do that!

Thanks!

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We put all the matching gifts on the Company record and soft credit the Individual/HH.   When I need to include the soft credits on and Individual/HH giving history, I download a Fund Activity Report to Excel and use pivot tables to get the combined totals.

We put the matching gifts on the company record and soft credit the individual/HH.  We then have a custom report to pull gifts by creditee type if we are looking for totals or lists of everyone who gave a matching gift, but we also use the Current Constituent Giving by List report to get an individual’s total giving – it’s particularly helpful when donors are giving individually and through a family foundation or other DAF as it pulls all of their giving but you do have to make a list of the record(s) you want. You can also select which creditee types you want to be pulled in this report.

A couple years ago we looked into other ways to track and report Matching Gifts, IMO and IHO gifts and decided to stick with the way we were doing it but the other 2 ways that might work well are:

1. Using designations to track Matching gift, IMO and/or IHO gifts – if you aren’t already using designations for other things, this would allow you to use the various reports (or T-Stats) that use designations.
2. Use the Initiator function on gifts as well as soft crediting the gift – gives you a little more reporting and T-Stats flexibility. There are some standard reports that let you pull giving by initiator.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer
Sent: Monday, April 11, 2016 9:01 AM
To: lskehen@calperformances.org
Subject: [Tessitura Development Forum] Matching Gifts

Wondering if anyone can share how they set up matching gift processes in Tessitura. We're very new and I'm not sure we're utilizing this functionality correctly.

I'm interested in how you process a matching gift and how you report on those. I really want to see all of those gifts reflected in the total giving of a donor, not the company. But, I think the documentation states that most reports don't do that!

Thanks!

I put the matching gift entry on the individual’s record and credit the gift amount to the matching donor.  Not best practices, but it is donor-centered with the amount hard credited to the donor using current Tessitura database reporting calculations.  Also, I can retrieve all of the matching gift donors as I created a ‘matching gift’ as a creditee type. 

If we could report on ‘soft credits’ and request that ‘soft credits’ be added to a donor’s giving total when running reports or memberships, this would solve the issue and would allow us to put the hard credit on the matching gift donor record with the soft credit on the individual record, but I have not seen this capability in Tessitura, yet.

Laura

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Susanne Esquivel
Sent: Tuesday, May 31, 2016 5:17 PM
To: Laura Chaney
Subject: Re: [Tessitura Development Forum] Matching Gifts

Having the same problem!  Help!!