How To: Create & Manage Match Programs

Step 1: Select your match program

The different types of programs are the following:

• Donation Match
  • Instantly match the dollars your employees donate to your approved list of charities
• Volunteer Match
  • Set up a volunteer match program and reward your team members for their commitments at approved charities
• Combo Match
  • Allow employees to send matching funds to charities for both donations and volunteering within a single program

Step 2: Create and name the match program

From the Matches page, select "Create a match." Give the match program a descriptive name.

Step 3: Schedule

Set your match program start and end dates. This allows you to proactively create and end match programs so you don't have to remember to manually end them at a future date.

Step 4: Add recipients

At this step, you configure which employees you'd like to receive the match. You can include all employees, including future ones, or choose only to include specific ones.

Step 5: Create Match Rules

Select your match ratio, this ratio is the rate you will match your employee’s donations (ratio options: .5x = $0.50 1x = $1 2x = $2 3x = $3).

Enter the match limit for each employee.

Optionally, you can also set an overall program limit. The match program will be first-come-first-serve, and when the overall limit is reached, the program will end automatically.

Example of a higher match ratio:

Step 5a: Create Match Rules - Combo Match

In a combo match program, you will need to set two program rates, one for volunteer hours and one for donation matching.

Step 6: Review

Review the match program details to ensure everything is correct. You can click back into the previous sections if any changes need to be made. Once you are content with the program details, you can select "Create match program."

As you complete these steps, the "Program overview" section to the right will update accordingly.