Matching Gifts

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!

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!