Is there any way to enter a MG after the original gift has been entered in the constituents record?
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!!
From: Suzanne Weeldreyer <bounce-suzanneweeldreyer9992@tessituranetwork.com> Sent: 5/23/2016 10:31:05 AM
We are still struggling with getting our matching gifts credited to the donor and not the company when pulling lists and reports for our Annual Fund! Anyone out there have success with this that they'd be willing to share?
Thanks! Suzanne
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