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Apply Matching Gift Payments

To view and manage the unapplied matching gift payments in your database, access the Reconcile Matching Gifts page.

Under Reconcile matching gifts, you can view the organization constituent, total and unapplied payment amounts, and date of each unapplied matching gift payment. To make sure the latest information appears in the grid, click Refresh List on the action bar.

To reduce the number of unapplied matching gift payments that appear in the grid, you can select whether to view all payments, only those from within a specific time period, or only fully unapplied payments. In the Show field, select the unapplied matching gift payments to view. You can select to view all payments or only those entered in the past 30 days, 60 days, 90 days, or 12 months. To refresh the list according to the criteria selected, click Apply. To clear applied filters, click Reset.

You can view the record of an unapplied matching gift payment. In the grid, click the total amount of the payment. The payment record appears. For information about the items on the payment record, see Payment Record.

From the grid, you can also reconcile an unapplied matching gift payment to match it to a constituent or matching gift claim.

Reconcile an Unapplied Matching Gift Payment