The Matching Gifts workflow in CyberGrants allows donors to request a company match for their personal donations. The process includes locating the organization, entering gift details, confirming the request, and tracking the status.
The workflow described here reflects the standard donor experience. Program settings and requirements may be customized based on your organization’s preferences.
The following steps outline the process donors follow to submit and track a matching gift request through the portal.
Step 1: Start from the Giving page
From the home page, enter the giving page through the top navigation bar. On the giving page, choose Request a Match.
Enter the organization’s name in the search field and select Search to view results. Use the Advanced Search to refine results by state, country, or Charity ID number.
- If a Select link appears next to the organization’s name, continue with the match request.
- If a Nominate link appears, submit a nomination for review before proceeding.
Step 2: Enter gift details
Complete the required fields to describe the original gift, which often include:
- Gift Date - The date the donation was made.
- Currency - The local currency of the donation.
- Donation Amount - The total donated.
- Match Amount Requested - The portion of the donation to be matched (leave blank to match the full amount).
- Payment Method - Cash, check, or credit card.
- Designation (optional) - A department or program the gift supports.
- Receipt (if applicable) - If required by the program, attach your gift receipt.
Step 3: Review and confirm the request
If there are certification statements provided, review and acknowledge them. Once you confirm that everything appears correct, check the agreement box and select Save and Proceed.
On the next screen, review all entries.
- To make corrections, select Make a Change.
- To continue, select Submit to send the request.
Step 4: Complete nonprofit confirmation (if required)
Some programs require nonprofit confirmation of gifts.
- If an email address is missing from the organization’s information, select Email Confirmation to provide one. Instructions are then sent to the nonprofit directly.
- If an email address is already listed, the confirmation email is sent automatically.
Step 5: Track matching gift status
After submission, monitor progress by viewing your Giving History. The following details are displayed:
- Status of each gift (confirmed/not confirmed, pending, paid, or in progress).
- Available matching balance.
- Detailed giving history.
