Hello All,

 We are starting a new "challenge grant" where a donor has committed to matching up to $1 million in new donations for this fiscal year alone. 

For instance, lets say that Tonya is matching any new money per donor up to $1 million.  If Bob's donations totaled $500 last year, and this year Bob has given a total of $600, Tonya will match $100 because its more than what i gave last year.

What would be the best way to set this up with out double dipping.  We would like to track Bob's donations for the year, which should be $600 and when we track the challenge grant, we should see Bob's $100 in that report, yet the total donation should be $600 and not $700.

 
Any ideas would be appreciated.  Thanks.
 

Hi, Ezequiel. I think it might work best to record the gifts normally and then use the Comparative Report (BB56450) to determine which constituents increased their cumulative giving and by how much. On the General tab, you can run the report for last fiscal year (period 1) and this fiscal year (period 2). On the Format tab, Detail section, you can select the Increase option and mark to show variance by currency to see the difference in cumulative giving for each donor whose giving increased. The last page of the report will show the grand totals, including the total variance that will be matched through the grant.

Hope this helps!