1. Select Add Pledge Match to configure rules to create a pledge automatically when you receive a corresponding gift. You can associate the rule with a contact or an organization account.
2. The pledge match form opens for you to create a Pledge Match record, also called a pledge match rule.
3. Complete the mandatory fields: When Donation is Applied To, Apply the Pledge To, and Percentage.
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4. Review or set the following fields in the pledge match form:
Field | Description |
Identifier | A read-only field that names the pledge match rule. |
When Donation is Applied To | Specify a contact or organization that can make a donor commitment, which triggers the creation of the donor commitment against the contact or organization named in the Apply the Pledge To field. |
Apply the Pledge To | Select a contact or organization responsible for the donor commitment. |
Apply to Donations or Pledges | Specify whether the functionality invokes when the type is Donations, Pledges, or Both. |
Percentage | Set the percentage of the donor commitment created based on the transaction or donor commitment that triggered it. |
5. When you finish editing the Pledge Match record, select Save & Close.