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Matching Gift Screening
 
Contact Us

By phone:
(231) 360-1776

By email:

ajt@elusen.com

By mail:
Andrew J. Thompson
602 Webster Street
Traverse City, MI 49686

Matching Gifts Listserv

 

What is it?
How does it work?

What are the benefits of a typical screening?
Pricing?

What is it?
An electronic screening that matches your institutions records with the most comprehensive database of matching gift companies.  The service flags all records with match potential.  The service makes possible a comprehensive matching gift fulfillment program performed in-house or outsourced to MCR.

How does it work?
You provide an electronic file containing the following data for all constituents for whom you have employment information:

  • Constituent ID Number
  • Employer Name
  • Home State of Constituent
  •  Amount of Last Donation (blank if non-donor)
  • Date of Last Donation (blank if non-donor)
  •  Matching Gift Eligible Flag (Yes or No based on what you know without completing this screening) 
Your file will be processed using both automated software and a manual review.  The screening will match employer names, and any abbreviations or commonly used term such as IBM or Int'l Business Machines.  We will append to each individual record, information on their employer's match program including minimum gift, maximum gift, gift ratio, contact person, matching gift form URL (if available) and much more.
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