User-facing Retroactive Match request process:
Admin-facing Portal - Match Request Review process:
How to Approve or Reject Requests
Notifications Emails to Requestors
<aside> 💡 For donor-facing documentation about requesting a match, visit the page below:
</aside>
For a request to be submitted as Retroactive Match request (not a request made via the platform where Users make their credit card donation and request a match at the same time), requesters must submit the Retroactive Match request form.
Users will go to their Donation History page to access the link to submit a “Retroactive Match Request”
Clicking the button will bring the User directly to the charity search page where they can find charities that are eligible for matching based on company rules.
To submit their request, a user will click the “Submit Match Request” button.
The User then fills in the required information to complete their request:
EIN: Automatically populates from previous page so user can confirm they are submitting a request for the correct charity.
Charity: Automatically populates from previous page so user can confirm they are submitting a request for the correct charity.
Donation Date:* Select date of initial donation
Match Amount:* Enter donation amount (employee’s available match funds will be displayed to confirm available funds)
Designation: Optional
Donation Receipt:* Upload any file
Submit Request: Select Submit Request button
*indicates a required field
Users will get 2 notifications via email:
Confirmation that match request is pending review
Notification of whether match request was approved/rejected
Emails will be sent from [email protected]. These notifications will include dynamic fields referring to the charity and donation amount, however, the text is not customizable for each company.