Most matching gift companies have a foundation that handles the processing of their matching gifts. For example, Motorola has the Motorola Foundation. The employee works for the company (Motorola), yet it is the foundation that processes the checks. Many times there are two different addresses, one for the company's headquarters and one for the foundation.

Do you setup and share one single organizational constituent record? 

Do you setup two organizational constituent records, one each for the company and the foundation?

Do you use the Parent Corp field on the Org 2 tab?

Do you use employee-employer as the relationship/reciprocal fields? Or donor-matching gift company? Or do you setup and use both relationships?

Thank you.

We set up two records, one for local company, one for foundation matching gifts-with 'matches gifts' box checked on bio 1 tab.  Some companies have a third record: HQ/national office.  As a general rule, we have a separate record for organizations paying matching gifts so they can accuately be receipted as the donor.

The national/international HQ can be identified as the parent corp.  On the foundation record, we've' also used org relationships between the local org, HQ, & foundation.  You need to think of how you will be searching for info and place the relationships you'll need to find it/report. 

For us the employee is only a relationship on local company. It's an employee/employer reciprocal. We don't do a relationship with matching gift foundation.  We can pull any info we need from matching gift payment records and soft credit.

I'm guessing you'll get a variety of practices.  This is just ours. :-)

We keep a separate record for a company's match program, distinct from any other record(s) we may have for the company's headquarters, branches, etc. This is regardless of what kind of entity is the legal donor of the MGs (the company, its corporate foundation, a third-party 501(c)3 . . . ). This MG record is used for program information (ratio, max, min, etc.) and all MG pledges, payments, and other interactions.

The MG org record will have the primary corporate record as its Parent Corp on Org 2. Any additional corporate records (if their employees would be match-eligible) will have a relationship to the MG org record (Matching Gift Provider/Matching Gift Providee).

Match-eligible individuals have a distinct relationship to the MG org record, independent of their employment relationship. It's possible and proper for someone to also have an employment relationship to a corresponding corporate record. However, either relationship can stand alone, because match eligibility and employment do not correlate 100% of the time. (Retirees or spouses might be match eligible; employees who work part-time might not.)