--- schema_version: "1" id: 54b03b4c088022efbe2381777f605fe040bd554f987ad506abf43e17f6d56989 title: Configure Matching Gifts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_matching_gifts.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a330063b5ef17d0c0de10a3a5a9404fff681d6edca4c231355e241081e4409fe description: Find out more about configuring matching gifts. products: - Nonprofit release: "264" --- # Configure Matching Gifts Find out more about configuring matching gifts. - **[About Matching Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5)** Use Matching Gifts to track a donation that a corporation made as a match for a donation from one of their employees. - **[Enable Matching Gift Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5)** Assign field-level security to fields relating to gifts, then add the fields and related lists to page layouts to set up Matching Gifts. - **[Enable Find Matched Gifts Button](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5)** The Find Matched Gifts button allows users to find and associate employee-donated gifts with employer-matched gifts. - **[Enable Opportunity Picklist Values for Matching Gift Record Type](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5)** Set up the picklist values for the Matching Gift record type so you can select accurate matching gift statuses. - **[Create Opportunity Contact Role Values](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_matching_gifts.htm&release=264.0.0&type=5)** Opportunity Contact Role picklist values identify the role type of the contact. ## About Matching Gifts Use Matching Gifts to track a donation that a corporation made as a match for a donation from one of their employees. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Matching Gifts uses soft credits in NPSP. Before you configure Matching Gifts, make sure you have in [Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5 "Find out more about configuring automated and manual soft credits.")your org. Matching Gifts use the following objects: - Opportunity (standard object): Track the Primary Contact for a donation. Use a Matching Gift record type on Opportunity to track Matching Gifts. - Opportunity Contact Role (standard object): Select roles defined as soft credits. - Account (standard object): Track information about the organization that is giving the Matching Gift. - Contact (standard object): Display soft credit rollup fields. Also provides access to fields required on the Find More Gifts page. ### Feature Release Information This feature was released in NPSP version 3.63 (2/3/2016). If you started using NPSP before this date, or this feature isn't configured in your org, complete these steps. To find your NPSP installation date, see [Find Your NPSP Installation Date and Version](https://help.salesforce.com/s/articleView?id=sfdo.npsp_find_your_installation_date.htm&release=264.0.0&type=5 "With Nonprofit Success Pack, updates are automatically pushed to your org, but many new features require additional setup. If you installed NPSP prior to the most recent release, you may need to configure the latest features."). ## Enable Matching Gift Fields Assign field-level security to fields relating to gifts, then add the fields and related lists to page layouts to set up Matching Gifts. ### Assign Field-Level Security Assign Read and Edit permissions for following fields to your System Administrator and other relevant profiles and permission sets. (See [Verify Access for a Particular Field](https://help.salesforce.com/s/articleview?id=platform.checking_field_accessibility_for_a_particular_field.htm&type=5) for general instructions on how to configure field access.) Account fields: - Matching Gift Administrator Name - Matching Gift Amount Max - Matching Gift Amount Min - Matching Gift Annual Employee Max - Matching Gift Comments - Matching Gift Company - Matching Gift Email - Matching Gift Info Updated - Matching Gift Phone - Matching Gift Percent - Matching Gift Request Deadline Contact fields: - Account Name - First Soft Credit Amount - First Soft Credit Date - Largest Soft Credit Amount - Largest Soft Credit Date - Last Soft Credit Amount - Last Soft Credit Date - Number of Soft Credits - Number of Soft Credits Last N Days - Number of Soft Credits Last Year - Number of Soft Credits This Year - Number of Soft Credits Two Years Ago - Reports To (access required for the Find Matched Gifts page on an Opportunity) Opportunity Object: - Matching Gift - Matching Gift Account - Matching Gift Employer - Matching Gift Status ### Add Fields to Page Layouts Add the fields listed above to these page layouts: - Add Accounts fields to the Organization Layout. - Add Contact fields to the Contact Layout. - Add Opportunity fields to the Donation Layout. ### Add Related Lists to Page Layouts Add the Matched Gifts related list to the Matching Gift Layout on the Opportunity object. For more information on adding fields to page layouts, read [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleview?id=platform.customize_layoutcustomize_pd.htm&type=5). ## Enable Find Matched Gifts Button The Find Matched Gifts button allows users to find and associate employee-donated gifts with employer-matched gifts. ### Assign Find Matched Gifts Visualforce Page 1. From **Setup**, go to **Profiles**. 2. Select the profile you wish to edit. 3. Click **Visualforce Page Access**. 4. Click **Edit**. 5. Find and select **MTCH\_FindGifts** in Available Visualforce Pages. 6. Click **Add**. 7. Click **Save**. ### Add Find Matched Gifts Button to Opportunity Page Layout 1. From **Object Manager**, find and select **Opportunity**. 2. Click **Page Layouts**. 3. Select **Matching Gift Layout**. 4. In the palette, Click **Buttons**. 5. Click and drag **Find Matched Gifts** to Custom Buttons in the page layout details section. 6. Click **Save**. ## Enable Opportunity Picklist Values for Matching Gift Record Type Set up the picklist values for the Matching Gift record type so you can select accurate matching gift statuses. To enable picklists for the Matching Gifts record type: 1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. Click the **Object Manager** tab. 3. In the list of objects, click **Opportunity**. 4. Click **Record Types**. 5. Click **Matching Gift**. 6. Scroll to the **Picklists Available for Editing** section. 7. Click **Edit** to the left of **Matching Gift Status**. 8. Add all Available Fields to the **Selected Fields** side by clicking the right-facing arrow. 9. Click **Save**. ## Create Opportunity Contact Role Values Opportunity Contact Role picklist values identify the role type of the contact. Add these Opportunity Contact Role values if they don't already exist. (For more information, see [Add or Manage Contact Roles](https://help.salesforce.com/htviewhelpdoc?id=contactroles_add.htm&language=en_US) in Salesforce Help & Training.) - Soft Credit - Matched Donor ![Opportunity Contact Role Picklist Values: Matched Donor and Soft Credit](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sc_mg_setup_oppcontrolsplvals.png)