1.) Navigate to the Transaction tab and select the transaction would like to create a matching gift for.

2.) Navigate to the dropdown on the far right, and select New Matching Gift.

3.) Within this interface, you can select the organization who will be matching, the payment type, and the amount of the gift. You also have the ability to create a receipt for the matching gift, or change the campaign, appeal or fund information. Press Save.

4.) You will then be navigated to the new Transaction record for the matching gift that you just created.

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