Employee eligibility
Domain, invite, employment status, role, office, and annual participation rules.
Matching gift ledger
Matching gifts should be easy for employees and exact for finance.
Fundamentl ties every match request to the employee, nonprofit, proof, rule, approval, funding file, and report year so month-end processing does not become spreadsheet archaeology.
The product thesis
A match request is not a form. It is a finance record waiting to be reconciled.
December matching file
Every request carries the rule and the funding state
| Employee | Gift | Nonprofit | Proof | Rule | Status | Funding |
|---|---|---|---|---|---|---|
| Maya R. | $250 offline gift | Green Blocks Initiative | Receipt attached | 1:1 eligible | Needs approval | Not invoiced |
| Andre P. | $75 payroll gift | Open Door Housing | Payroll record | Auto eligible | Ready | Next file |
| Lena C. | $1,200 board match | STEM Futures Lab | Board service note | Cap check | Under review | Hold |
Matching-gift product view
Keep program rules, budgets, deadlines, and approvals together.
Configure the employee benefit separately from the operational request queue while retaining a shared financial picture. Shown with sample workspace data.
Match assurance
One match request, six checks before money moves.
Gift type
Credit card, payroll, offline gift, offline match, board match, and volunteer match.
Proof required
Receipt, payroll record, nonprofit confirmation, or admin-approved exception.
Match settings
Ratio, annual cap, minimum gift, eligible nonprofit, campaign window, and funding source.
Approval state
Pending, under review, approved, denied, hold, re-submit, or ready to fund.
Finance export
Invoice number, transaction date, donation date, funding file, and disbursement status.
Month-end mode
Approvals should tell finance what is actually ready.
Matching gift programs break down when approval status, receipt status, cap rules, and funding status live in different places. Fundamentl treats the approval queue as the front end of the funding file.
Pending approval
39
Requests still need admin decision before processing.
Receipt missing
14
Employee has a request, but no proof is attached.
Cap conflict
6
Requested match exceeds annual or program rule.
Ready to fund
$18.4K
Approved matches can move into the next finance file.
Approval packet
Maya R. - Green Blocks Initiative
Donation amount
$250
Requested match
$250
Donation date
12/28/2025
Transaction date
01/04/2026
Receipt status
Uploaded
Finance note
Counts toward 2025 employee qualification, but appears in 2026 processing file.
Date basis clarity
The same match can belong to one report year and another processing file.
That is the kind of detail generic match pages hide. Fundamentl keeps donation date, transaction date, approval date, invoice number, and funding status together so the report can explain the number.
Receipt proof
Rule check
Approval trail
Finance export
Matching gift resources
Build the policy, employee journey, and finance handoff together.
Move beyond a feature checklist with detailed guidance for program design, platform evaluation, exception handling, and employee adoption.
Matching gift software buyer’s guideTest eligibility, nonprofit verification, evidence, limits, approvals, payment status, and reconciliation.How to build a matching gift programDefine policy versions, employee instructions, review paths, disbursement controls, and launch measures.Employee giving software buyer’s guideSee how matching fits into the complete employee giving and nonprofit-discovery experience.
A better matching gift demo
Bring your month-end match approval process.
We will map the request, receipt, rule, approval, funding file, invoice, and report year behind each match.