Skip to main content

Matching Gifts Report

How to use the Matching gifts report

Check the status of matching gifts and matching challenges entered on your Bloomerang Fundraising donation forms, all in one report.

The Matching Gifts Report covers two kinds of matches:

  • Employer matches: Matches funded by an employer. You or a matching gift service provider verify these after the donor submits the request.

  • Matching Challenges: Matches funded by a sponsor through a Matching Challenge that you set up on a donation form. For more information, read About Matching Challenges.

Requirements

To save custom reports, you must have the Giving+ or Giving Essentials package.

View and Filter Matching Gifts

Open the report to see your matches, and then narrow the results with the search bar, date range, or filters.

To view and filter the Matching Gifts Report:

  1. Click Reporting.

  2. On the Matching Gifts tile, click View Report. The report opens.

  3. (Optional) To find a specific gift, enter a search term in the search bar.

  4. (Optional) To find gifts from a specific time period, select an option from the Range list. Note: By default, the report opens with the range set to Today. Widen the range if you expect to see older matches.

  5. (Optional) To show only certain types of gifts, click Advanced Filtering.

  6. (Optional) Click in the text box.

  7. (Optional) Select one or more filters.

You can use these filters:

  • Forms: Select one or more forms.

  • Form Tags: Select one or more tags.

  • Verification Status: Select Verified, Unverified, or All Verification Status.

  • Status: Select All Status, Ineligible, Pending, Awaiting Donor Action, Fulfilled, Submitted, Error, Unknown Employer, or Voided.

  • Service: Select a matching gift service provider: All Service, Double the Donation, HEPdata, Qgiv, or Matching Challenge.

  • Matching Challenge: Select one or more matching challenges.

To open the transaction for a match, click the ID in the ID column. To open the transaction for the original gift, click the donation in the Donation column. For more information, read the Manage Match Transactions and Manage Original Gift Transactions sections later in this article.

Report Columns

Matching gifts and matching challenges appear in the same report by default. Use filters to show only matching gifts or only matching challenges.

The report has these columns:

  • ID: A link to the Transaction Details page for the match, not the original donation. Tip: On the Transaction Details page for the match, click View Original Donation.

  • Company: The employer's name for matching gifts or the sponsor's name for matching challenges.

  • Status: For matching gifts, the status shows where the gift is in the process, such as Fulfilled, Awaiting Donor Action, or Unknown Employer. For matching challenges, the status is always Fulfilled because Bloomerang Fundraising verifies the match when it creates the match, so you don't verify it yourself.

    Tip: On the Transaction Details page for a matching gift, the status is Verified.

  • Amount: For matching gifts, the amount the employer contributed. For matching challenges, the amount the sponsor contributed.

  • Donor: The original donor.

  • Donation: A link to the Transaction Details page for the original gift. Tip: On the Transaction Details page for the original gift, click View Employer Match or View Matching Challenge.

  • Donation Amount: The amount of the original gift.

Download Matching Gifts

Download the report as a comma-separated values (CSV) or Excel file. To download the report:

  1. In the Download area, hover over Matching Gifts.

  2. Select CSV or Excel.

Save Custom Reports

To save a filtered report so you can run it again later, click Save as Custom Report. For detailed instructions, read Custom Reports.

Manage Match Transactions

From the Matching Gifts Report, you can open the Transaction Details page for both the match and the original gift.

For matching gifts, the Transaction Details page shows this information:

  • Payment Type: Offline Employer Match

  • Matching Service: Double the Donation or HEPdata

  • Matching Status: Awaiting Donor Action, Unknown Employer, Pending, or Fulfilled

  • Verification Status: Unverified or Verified

For matching challenges, the Transaction Details page shows this information:

  • Payment Type: Offline Matching Challenge

  • Matching Status: Fulfilled

  • Verification Status: Verified

To manage the transaction for an employer or sponsor match:

  1. Click Reporting.

  2. On the Matching Gifts tile, click View Report.

  3. In the ID column, click the ID for the match. The Transaction Details page opens.

On the Transaction Details page for a match, you can:

  • Add a memo.

  • Edit the company information (name and contact information).

  • Void the transaction.

Manage Original Gift Transactions

To manage the transaction for the donor's original gift (not the match):

  1. Click Reporting.

  2. On the Matching Gifts tile, click View Report.

  3. In the Donation column, click the donation for the gift. The Transaction Details page opens.

On the Transaction Details page for an original gift, you can:

  • View the confirmation page the donor saw.

  • View the employer match or matching challenge for the gift.

  • Resend the email receipt.

  • Resend the admin notification.

  • Refund the transaction.

  • Move the transaction to a different event.

  • Add a memo.

  • Edit the donor's personal information.

  • Edit the donation.

  • Void the transaction.

When you edit the donation, you can:

  • Change the permissions for email, showing the donation amount, and showing the donation name.

  • Change the campaign.

  • Add a message.

  • Add or change the dedication.

  • Resend the receipt.

Did this answer your question?