Matching Gifts and Soft Credits

Specifications for adding Matching Gift and Soft Credit functionality to CiviContribute. (early draft as of 6/19/2008)

Use Cases

Soft Credits

• Assign soft credit for a contribution to one existing contact
• Assign to > one contact (split amount)
• View soft credits for a contact (Contributions tab)
• Find soft credits (search) - separate from "hard credits" OR find both
• Find aggregate soft credits (custom search?)

Matching Gifts

• admin enters matching gift - associated with a "giving context" (e.g. contribution page or campaign or ?? )
• constituent contributions are made online or entered offline during matching period (and in the matching gift "context") - remaining match amount is decremented
• match is completed : matching gift period ends or remaining match amount = 0
• matching gift contributor is "billed" for match amount
• matching gift is received and recorded by admin (check or submit cc contribution) - balance due on matching gift is decremented by payment amount

Data Objects

Soft Credit

• Join table contribution -> contact
• Note (join to civicrm_note)
• Custom fields?

Matching Gift

• Contact ID
• Contribution Type ID
• Contribution Page ID OR Project / Campaign ID (if / when we implement Campaigns / Projects)
• Date Created
• Date/time Matching Starts
• Date/time Matching Ends
• Total Amount Comitted (will match up to this amount)
• Match Acknowledge Date
• Match Contribution ID (points to the contribution received for this match commitment - when received)
• Match Status
• Note (join to civicrm_note)
• Custom fields?