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Matched Giving payments

Understand the differences between Matched Giving versions and how to record matched giving payments based on your setup.

Written by Cristiana Ghinea

There are two versions of Matched Giving in Access Charity CRM. Which version you have depends up on your licensed modules.

📌 Note: You can see which version you have by checking the tabs in the Pledge module.


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Matched Giving

If you have Matched Giving, this tab allows you to record the match giving organisation's details.

However, this does not automatically create the matched giving payments when you record a payment against the pledge.

You will need to manually add these payments to the batch.


Matching

If you have the Matching tab, this will automatically created a matched payment against the organisation's details that are entered when a payment is recorded against the pledge.

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