Correct Gift Match (GM)
If your institution has purchased the appropriate licenses to use Correct Gift Match (GM), there are functions that are available or necessary from within the Tools World, and from within the Profiles World. Each is described below.
Correct GM in the Tools World
In the Tools World, there are two Correct GM functions that are accessed via the Millennium Explorer items, Import and Search. The Import function must be performed periodically (probably by the system administrator) to update the information that is provided by HEP Development Services and imported from the Millennium download site. When updated info has been imported to your system, it is automatically available to all users. The Search function is available as a convenient means of examining information regarding matching gift entities, their subsidiaries or related foundations.
Import
As part of the Correct GM licensing process, registered sites will receive information on downloading files from the Millennium ftp site, containing the HEP information. Updated files are made available periodically and sites may determine the frequency with which they want to update their own Correct GM data files. Doing so requires that you do both of the following:
- Download the HEP files from the Millennium site (FND.dbf, PAR.dbf, SUB.dbf).
- Import the files via the Tools World in Millennium. This allows the system to recognize and use the updated data.
When you click on Import under Correct GM in the Tools World Explorer, the display area will show a single text box. By default, it will show a path to X:\inetpub\wwwroot\mill\tools. This text box should show the location of the downloaded HEP files. If your actual location is different from the default, you must make the necessary edits before performing the import. In either case, the anonymous user account must have Write permissions to that location in order for the log file to be created.
If your IIS is on a Windows Server 2003 server, the IIS Worker Process Group (IIS_WPG) or the Network Service Account requires Full Control of the folder in which the downloaded HEP files are located.
If you have changed the location and want to restore the default location to the text box, you may click the Reset button.
When the location in the text box is correct for your institution, you may click the Import HEP Database button to start the import. As the process progresses, you will be given status information, including the table name and the incremental number of records that have been imported. When the Parent, Foundation and Subsidiary tables have all been imported, you will be shown a message saying that the data imported successfully.
Note: This Import into Millennium must be performed each time a new data file is downloaded from the Community Brands ftp site.
Basic Data Update
In the Millennium Profiles World, Corporation or Foundation constituents may be given a link to an entry in the Match Parent table in the optional, Correct GM module. If such links exist, when you import a new set of Correct GM datafiles, the system will update the three match ratios, the minimum and maximum amounts for each, and the flags for spouse and retiree matching in the Basic Data row, to keep those fields in sync with those pieces of information from the newly-imported data.
Example: Example If XYZ Corp is a constituent and is linked to the ABC Corp in the Correct GM Match Parent table, when you download and then import the Match Parent data into Millennium, the system will compare the data that is already present in XYZ's Basic Data row for the Match Ratios and Minimum and Maximum Amounts and the Spouse and Retiree Match flags, to that information for ABC Corp in the data table that you just imported. If they differ, the Basic Data information will be updated to conform to Correct GM Match Parent data.
Search
Within the Tools World, you may examine HEP data that has already been downloaded and imported into Millennium at your site, using the Search function.
When you click on Search in the Millennium Explorer under Tools, Correct GM, the display area will show a single text box, labeled Name. You may enter as much of the name of the corporation, foundation, or other organization as you want. The Reset button will clear the text box of anything that you have entered and the Search button will begin a comparison of the information you entered in the Name text box with the set of Search names for Correct GM. The search names consist of all of the organization names from the Match Parent table, plus all of the subsidiary names from the Match Subsidiary table.
If the system finds a unique match among the Search Names for the name information you entered, the display area will show the complete information for the matching entity associated with that match. That may or may not be the name you entered. For example if you entered 'Yoplait' and there is a single matching name in the Match Subsidiary and none in the Match Parent table, the display area will display the information for General Mills Foundation, which is the Match Parent organization (the matching entity) associated with the subsidiary organization, Yoplait USA. The display of the data here follows the same format that is used for Correct GM information as shown in the Profiles World.
When a matching entity's information is displayed, the upper right corner of the display area includes a link labeled Last Search. This link will return you to the most recent Search Results display of Search Names that match the text you entered.
Search Results
If more than one search name matches the information you entered, then a Search Results page is displayed. This page consists of three fields of information. The first column shows all of the Search Names that match the information you entered. These may be Match Parent organizations or Match Subsidiary names. The middle field shows the name of the Matching Entity that is associated with the Search Name to the left. If the Search Name was a Match Parent, the Matching Entity will be the same. If the Search Name was a Subsidiary, the Matching Entity will be the linked Match Parent organization. The third column shows the location (city and state) of the Matching Entity, for reference purposes. All of the Matching Entity names are hyperlinks which may be used to access the display of the complete information for that entity, which includes the full list of subsidiaries associated with the entity.
Correct GM in the Profiles World
In the Profiles World, you may link any entity from the Match Parent table to the Basic Data row of any corporate or foundation constituent (not individuals). This creates a hyperlink from the Basic Data display of that constituent to the Correct GM display of the linked entity. The expectation is that you would create the link from a matching company to its matching entity.
To create such a link, you must display the Basic Data for a Corporation, Foundation, or Other Organization (any Constituent Type that uses the Corporation or Other Organization display format for Basic Data). From the context menu, choose Link and then the Correct GM item from the cascading menus. Below the constituent header information, you will be shown the same Correct GM Search form that is also available via the Tools World. You may enter the name or partial name information for the entity that you want to link to within the Correct GM data tables. (You may not enter an Millennium constituent ID for this search, because the system is not searching the standard Millennium database, but the Match Parent and Match Subsidiary data tables.) If the data you entered matches more than one entity in either of those data table, Search Results will be shown. When you select a Matching Entity (from the middle field of the display) the link will be created. Note that links are only created to the actual Matching Entity, regardless of the entity you searched for. For instance, if you searched for an entity that is found in the Matching Subsidiary table, the associated Match Parent entry is the one to which the Millennium constituent will be linked.
When a link is established between a constituent and a matching entity in the Match Parent table, the system automatically copies certain information from the matching entity's row in Match Parent to the Basic Data row belonging to the original constituent. The following fields are updated: coreminamt1, coremxamt1, coremnamt2, coremxamt2, coremnamt3, coremxamt3, coremrat1, coremrat2, coremrat3, coreretmfl, and corespmfl.
You may remove an existing link between a constituent and a Match Parent data row by using the Unlink item in the fly-over Menu. In the Unlink menu, you may click on Correct GM and the link will be removed.
Correct GM Data Display
The display of the Correct GM data for a matching entity consists of the following elements:
Header
Matching Entity Name The name of the entity that provides the matching donation.
'Matching Entity for' Name The name of the corporation, foundation, or other organization for which you searched and which uses the entity shown above to handle it's matching donations.
Last Search This link allows you to return to the previous Search results.
Contact Information
There are four potential sections of data displayed under the heading, Contact Information. The first set of information is always shown and it is taken from the Match Parent data table row. It includes the identifying Company number, name, the fund or foundation name and the primary contact's name and contact information, the date of the last update to this information, and the URL for the company. Also in this section is a View Subsidiaries hyperlink which allows you to easily jump to the bottom of the display, to the list of subsidiaries (if any exist.)
Following that set of information, if the matching entity has linked information in the Match Foundation data table, you will see the sub-headers, Acknowledgment Letter/Receipt, Separate Foundation, and Outsource Foundation. If no such links exist, the system will suppress the display of those headers. The Match Foundation data table consists of sections of information that correspond to these headers. If data is present in any of those sections in the data table, then the labels for all of the possible information in that section are shown in the display.
The first such section in the Match Foundation table contains alternate contact information (different from that which is present in the Match Parent data row, itself) that is to be used for acknowledgment purposes.
The second section in the Match Foundation table may contain contact information for a Foundation that is associated with the Match Parent but a separate entity. If any data is present in that section of the data table, then the display will show all of the field labels for the section under the sub-header, Separate Foundation.
The third section in the Match Foundation table may contain contact information for a Foundation that is associated with the Match Parent but which is an out-sourced foundation. If any data is present in that section of the data table, then the display will show all of the field labels for the section under the sub-header, Outsource Foundation.
Matching Ratios
Following the display of all of the contact information is the display of the matching ratios that are used by the matching entity. This information is taken from the Match Parent data table. Each matching entity may have up to three ratios, each associated with a minimum and maximum amount range, and a comment. In addition, there may be a maximum amount per employee.
Employee Eligibility
Following the display of the Matching Ratio information, is the display of two sets of check boxes with possible Employee Eligibility requirements. The first set deal with the conditions of the employee's employment and the second deal with the employee's affiliation with the organization to be receiving the matching funds. Applicable options in both categories will be shown with the boxes checked.
Institutional Eligibility
Following the display of the Employee Eligibility information, is the display of two sets of check boxes with possible Institutional requirements. The first set list the kinds of Educational Institutions which may be eligible to receive matching funds, and the second lists the kinds of Other Non-profit organizations which might be eligible to receive matching funds. All applicable options will be shown with the boxes checked.
Policies
This section shows three sets of possible Policies that the matching entity may use, regarding the Procedures, the Distribution, and the policy on constituent donations to Athletics. All applicable options will be shown with the check boxes checked.
Subsidiaries
This section lists the names of all organizations that are present in the Match Subsidiary table that are linked to the matching entity that is being displayed.