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 . . . )....

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...

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...

Our approach is more haphazard than I'd like, but we do what makes the most sense for the relationship. If our contacts are largely through the business, or if the two company and foundation don't differentiate themselves strongly, then we'll keep it all on one record. If we have a unique...