> I have a number of companies that match the contributions of their > employees. I want to record those companies and gifts along with a tag of > whose gift was matched plus tag the donor/member's record with a note that > they work for a matching gift company. I find no source code or donor type > for matching gift companies. I'd like to know how others handle this. Do > you create a source code or donor type for a matching gift company or is > there something I've missed? > > Thanks. Gary, We also have corporate matches and are in the process of setting up a detailed system too! Right now I make a note of "corp match" (just my personal word choice) and the employee's name in the payments "pay memo" field. I also make a note in the employee's memo field (data entry tab). This is a stop-gap measure until I have finished customizing other more critical areas for us and can then attend to this problem. I'm not sure you want to use source codes because that implies a specific ask, like a campaign. Perhaps you should add a field to either the data entry or bio tab or both indicating that corp matches and the employee works for a corp matcher. Beth Hynes Parks & Trails Council of Minnesota 26 E Exchange St #100 Saint Paul MN 55101 [EMAIL PROTECTED] 651-281-0508 ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
