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Matching Gift Opportunities and Virtual Terminal

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  • Matching Gift Opportunities and Virtual Terminal

    When a gift is recorded through the Virtual Terminal and the donor knows that they will be initiating a matching gift, (if the Double the Donation feature is select to show), a Salesforce Opportunity is created just like the one that would be done for the originating gift, and it is classified as Account Matching Gift. However, the Opportunity Classification still shows up as a regular donation. Is there a way, since we have a separate Opportunity Classification for matches, to have that not be a regular donation and be classified as a matching donation?

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  • #2
    Good day @ndlugajczyk

    The "Opportunity Classification" which you are referring to, is a Record Type or custom filed you have created? If it is a record type, you may map the Matching Gift to the respective Record Type as shown in the below image:

    Click image for larger version

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    Hope that answers your question. Let us know if we can be of any further assistance.
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