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- Fundraising Campaign Manager
- Process
- Matching gift claim review
Matching gift claim review
Matching gift claim review gives the team a shared sequence for one case. Each handoff should leave enough evidence for the next person to explain the decision and the saved effect.
Step by step
-
Claim draft Funding Owner
Funding Owner links the claim to a specific case and organization.
- Funding Owner links the claim to a specific case and organization.
- Updates Matching gift claims, Funding cases
-
Evidence Funding Owner
Funding Owner supplies the eligible amount, employer confirmation and case files.
- Funding Owner supplies the eligible amount, employer confirmation and case files.
- Updates Matching gift claims, Record attachments
-
Submission Funding Owner
Funding Owner submits the claim with its current revision.
- Funding Owner submits the claim with its current revision.
- Updates Matching gift claims
-
Independent review Matching Gift Reviewer
Matching Gift Reviewer checks the parent case, claim revision, membership and evidence before an explicit decision.
- Matching Gift Reviewer checks the parent case, claim revision, membership and evidence before an explicit decision.
- Updates Matching gift claims, Funding cases, Record attachments
ApprovalA person approves before the work moves on. -
Follow-up Finance Operator
Finance Operator waits for a separate confirmed receipt before counting the match as money received.
- Finance Operator waits for a separate confirmed receipt before counting the match as money received.
- Updates Matching gift claims, Fund events
Who does what
Roles and permissions- Funding Owner
- Prepares the linked claim.
- Matching Gift Reviewer
- Decides it independently.
- Finance Operator
- Records any later confirmed receipt.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.