Breakdown by Status

This article provides an overview of the Breakdown by Status report in the matching module and explains how each of these statuses is tracked.

Within the Statistics Section, you'll be able to gain insight into which of your donor’s employers have been identified, as well as where your donors are in the matching gift submission process. This section is broken down by status so you can see the number of donors in each status and the total number of matching gift revenue associated with that donor count. The Employer Identification Status table can be used to understand which donors’ employers have been discovered. The Matching Gift Process Stage table can be used to see potential matching gift revenue and completed matching gift revenue.

If you need to gain more insight into the meaning of each donor status, view this article. 

Please note: Be mindful of the date range when viewing the breakdown by the status table. This table can change as the date range changes. The date range default is always one year. 

Matching Gift Process Stage Table

To find potential matching gift revenue, view the total number of donors in the Waiting for Donor status and the matching gift revenue associated with that number.

1. Waiting for Donor (automatically tracked by the matching module)

1. Match Initiated (automatically tracked by the matching module)
2. Pending payment (a manual status that the nonprofit has to update in the matching module)*
3. Match Complete (a manual status that the nonprofit has to update in the matching module the number of donors and the matching gift revenue to find completed matching gift revenue)*

*Toggle "Show manual statuses" to display these statuses if your organization uses them.

 

Employer Identification Status Table

This table helps your organization understand the status of Double the Donation's efforts to identify the employer of each of your supporters. Employer identification is the first step toward identifying each of your supporters' top workplace giving opportunity – whether that’s a matching gift, a volunteer incentive, some combination of programs, or an engaged company that just needs help launching their first corporate giving initiative.