Matching Challenge: Crediting Household and Multiple Individuals

We are currently running a matching challenge campaign in which a constituent household will be matching various donation amounts from other individual or household constituents. Donations will continue to be counted toward the challenge up until the maximum amount. We will receive the full matching amount once the challenge is met and not throughout. The problem we can't seem to wrap our heads around is being able to credit all the constituents involved in order for the donations to count toward their memberships. Essentially the money has to count toward memberships twice: once for the smaller donations and once for the bigger, maximum donation because it's coming from a donor and not a corporation/foundation. 

What we'd like to know is how other people have approached matching challenges in the past. How did you credit all the necessary people involved and how did it affect their memberships? Alternatively, how did you structure all the gift entries for the matching challenge? Any and all tips would be helpful even if our event varies in type from yours.

Thank you!

Parents
  • We have done a few matching challenges. We set up an appeal and source for these funds. The transactions are placed on the various unique donor’s records, and tracked in the challenge appeal and source. That way we can track the number of donors and the total at the appeal level. It works well for Tess reports.
     
    What we decided NOT to do was enter each gift with a soft credit to the entity making the challenge. 1) it would obviously double the entry for ALL of those gifts, placing the hard credit with the donor, and the soft credit with the matching entity. 2) #1 would result in NUMEROUS contribution entries on the challenge entry’s record 3) we decided we wanted to credit ONE contribution entry for the TOTAL matching funds (based on the total from the appeal and source structure).
     
    I hope this helps and gets you started.
     
    Marie
     
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    Marie Kocher | Development Operations and Data Specialist
    Kansas City Ballet | Todd Bolender Center for Dance & Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
    kcballet.org
     
Reply
  • We have done a few matching challenges. We set up an appeal and source for these funds. The transactions are placed on the various unique donor’s records, and tracked in the challenge appeal and source. That way we can track the number of donors and the total at the appeal level. It works well for Tess reports.
     
    What we decided NOT to do was enter each gift with a soft credit to the entity making the challenge. 1) it would obviously double the entry for ALL of those gifts, placing the hard credit with the donor, and the soft credit with the matching entity. 2) #1 would result in NUMEROUS contribution entries on the challenge entry’s record 3) we decided we wanted to credit ONE contribution entry for the TOTAL matching funds (based on the total from the appeal and source structure).
     
    I hope this helps and gets you started.
     
    Marie
     
    ---
    Marie Kocher | Development Operations and Data Specialist
    Kansas City Ballet | Todd Bolender Center for Dance & Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
    kcballet.org
     
Children