Hello,
We currently have an open pledge in the donor's record, who is expecting to give us gift installments via their company's matching gift each month. When the matching gifts arrive and is ready for processing, how do we use it to pay off their pledge since it's linked to the donor's record and not the company's record? All matching gifts for our institution are processed through the company's record and soft credit towards the donor's record.
Thanks!
I would say reduce the donor's record until the pledge is paid off through the matching gift. The soft credit total should match the donor pledge.