This video provides a comprehensive overview of the Match Function Extension Pack available through Bonterra's CyberGrants platform, a strategic Grantmaking tool offered to Corporations. The extension enables specialized matching for employee-based programs by evaluating whether a matching gift can be created and determining the appropriate amount. It employs standard program rules to calculate match ratios and limits, tracking all matching gift records across proposal types within the same fiscal year while excluding those marked as "Rejected" or "Cancelled." The functionality automatically generates matching gift records based on available donor balances and provides appropriate notifications when limits are reached.
The implementation follows Bonterra's vetted methodology, which is essential for ensuring system stability and avoiding unexpected behavior or data loss. Unlike customizations, this standardized add-on offers pre-designed, templated functionality with limited adjustment endpoints that clients can purchase using solution credits. The extension includes a valuable maintenance package and allows for one change per calendar year within the scope of the purchased extension. After watching this video, clients are encouraged to participate in comprehensive User Acceptance Testing (UAT) before implementation, as any post-production changes may incur additional costs depending on the modification request. To learn more about integrating this extension into your CyberGrants platform, please contact your assigned Project Manager.
