Matching Gifts

Processing Matching gifts in SCT Banner

Mary RaderMatching Gift Coordinator

Lehigh University

Overview of Topics

Setting up a new matching gift company Foundations paying company matching gifts “Retiree” companies with different rules Alums and spouses and matching gifts

payments Paperwork Suggestions from a beginner Questions and Answers

Setting Up a New matching Gift Company

Use APAIDEN or the AOAORGN form Generate new ID Number Click on bottom of screen for Non-Person name

information Type in name of company and save Add address Add category-foundation, corporation etc Type of business if known-engineering, bank, Etc Add SICC number

Setting Up a New matching Gift Company, continued

Information will then show up in APAEHIS when cross referenced with the employee

Click on matching gift information, AOAMTCH. This screen is where you add the ratio for the company’s gift giving.

1:1 is 100%, 2:1 is 200%, etc. You should always include the minimum and

maximum amounts, how gifts are paid Monthly, quarterly, annually, etc

Setting up a new matching gift company, Continued

Click on matching gift information, AOAMTCH - Minimum, Maximum amts.

Match percent, save, next block Filling in information is these pages, confirm

rules of company, allocations will follow Information found in HEP or CASE Books Update as needed with comments

Companies with Foundations

Same directions as with new companies Set up foundation as new company Cross reference to itself, then company to

foundation. Information and payments will go on

foundation record

Retirees and Different rules

Company changes policy of matching gifts to retirees

Set up new company with retired added IBM retired Set up ratio in AOAORGN & AOAMTCH Cross reference all employees that are

retired to new “company” Exceptions: Exxonmobil vs. Mobil retirees

Alums, Spouses and Matching Gifts

Check with company rules Match spouses gifts Set up cross referencing codes for spouse working

for company (Lehigh uses EMR-alum, ESR for spouse)

Gift on alum record - match on alum record Easier to find when match arrives with spouse name Both alums have both employers on each record

Paperwork-Necessary Evil

Set up a routine Double check donor’s APAEHIS Copy forms if possible Allocation slips MG acknowledgement letters Online verification companies Back - up, Back – up, Back - up

Suggestions from a beginner

Multiply matching gift payments Call companies with questions KPMG & like companies Donor forgets form Postcards Check memo credit Cross reference employees and companies

Questions?????

Thank you for joining us and have a good day!