Allow for better handling of third party matching gift claim payers

Third party payers for matching gifts are becoming more common. For example, the Coca-Cola Foundation uses 

Benevity Impact Fund to pay its matching gifts. With current functionality, when the match comes in from Benevity, the recognition credits to Coca-Cola disappear. We need to allow for both sets of recognition credits to stay in place without further manual entry.
  • Heather Johnson
  • Mar 1 2016
  • Reviewed: Voting Open
Blackbaud CRM / Matching Gift / Revenue
Organization Name (Please enter full organization name) University of Georgia Foundation
Reported Version 4.0
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  • Jason Burdette commented
    March 05, 2016 19:09

    The same is true with third party pledge payments. When a third party payment is recorded, the pledging donor is removed from recognition credit.

     

    Regarding matching gifts, this is especially troublesome because the matching company DOES receive recognition credit for the pending match. This leads to a recognition history tab with lots of pending matches that have actually already been matched.

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