Givecloud does its best to match supporters from Givecloud with their appropriate record in DonorPerfect. However, due to misspellings and typos, there is an approximate 5% margin of error. In these scenarios, Givecloud has likely created a new supporter when there was actually a match.

Supporters are matched based on 3 steps of intelligence.

  1. Is the supporter logged in?
    If the supporter is logged in, we know who they are already.

  2. Does DonorPerfect have records with the exact same email address as the one being used in this payment? If we find one single record, we assume it's a match. If we find multiple records, we then start looking at the first name on all those records. Again, if we find a matching first name, we assume it's a match.

  3. Does DonorPerfect have records with the same postal code and last name as the ones used in this payment? If there is one match, we assume it's a match. If there are multiple, we then start looking at the first name on all those records. Again, if we find a matching first name, we assume it's a match.

Note: Word matches are done using the first characters of each word. For example:

  • "Josh" will match "Joshua."

  • "Kim" will match "Kimberly."

  • For example, "90210" will match "90210-9232."

Nicknames will not be matched.

  • "Joe" will NOT match "Joseph."

  • Likewise, "Dick" will NOT match "Richard."

Multiple names stored in the supporter's first name field will be detected and handled appropriately.

  • "Josh" will match "Chelsea & Joshua."

  • "Tim" will match "Tim & Emily."

  • "Kimye" will NOT match "Kim & Kanye" ;)

If no match is found, a new donor record will be created. Then, we will populate the supporters:

  • First Name

  • Last Name

  • Email

  • Address

  • Address Line 2 (optional)

  • City

  • State/Province

  • ZIP/Postal Code

  • Country

  • Home Phone

  • Title

  • Supporter Type

  • Organization Name

Handy Tip: If you use the Spouse field in DonorPerfect, ensure 'Spouse Name' is enabled for Donor Matching. This will help reduce duplicates.

Matching Organizations

Supporters can contribute on behalf of an organization and setup an account of type 'Organization' in Givecloud.

Organizations are matched based on 3 steps of intelligence.

  1. Is the supporter logged in?
    If the supporter is logged in, we know who they are already.

  2. Does DonorPerfect have records with the exact same email address as the one being used in this payment AND is also flagged as an organization in DonorPerfect? If we find one single record, we assume it's a match. If we find multiple records, we then start looking at the organization name on all those records to see if it matches the organization name on the account in Givecloud. If we find a matching organization name, we assume it's a match.

  3. Does DonorPerfect have records with the same postal code AND an organization name that matches the organization name on the account in Givecloud AND is flagged as an organization in DonorPerfect? If there is one match, we assume it's a match. If there are multiple, we return the first one as a match.


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