Correct Gift Match (GM) Tables

A set of three data tables are present in the standard database to support the function and features of the optional Millennium component, Correct Gift Match (Correct GM). These data tables are Match Parent, Match Subsidiary, and Match Foundation. Sites that choose to purchase this service will use the tables described below to access data generated by the third party, HEP Development Services, to automate the process of updating the matching gift information for corporations and foundations.

It is important to understand that the contents of these tables do not always describe the relationship from a legal, corporate point of view. The Match Parent table will contain a single row describing the detailed information about each matching entity. Those entities could be a corporation, or possibly a foundation, or another type of organization. Each might serve as the matching entity for one or several different corporations, foundations, or other organizations, and each of those is described in a single row in the Match Subsidiary table. Rows in that table give brief information about the entity it describes and establish a link between it and the row in the Match Parent table. Therefore, many rows in the Match Subsidiary table may be linked to a single row in the Match Parent table, though the corporate relationship need not be a true Parent Corporation/Subsidiary Corporations.

The Match Foundation table is used to hold information about contacts beyond the one set of contact information in the Match Parent data row itself. In some cases, the Match Foundation row may also indicate that the matching entity in the Match Parent data row uses a separate foundation or an out-sourced matching gift program to administer matching gifts.

When a search is performed in the Correct GM component of Millennium, the system will examine the names of all entities in the Match Parent and the Match Subsidiary tables.

Match Parent

The Match Parent table holds rows describing any of the matching entities that are part of the HEP database. This might be a corporation, a foundation, or other organization. In any case, it is the source of the funds donated as a match to another constituent's donation.

Note: The Match Parent table name does not imply that the relationship between the entity described in this table and any others that are linked to it from the Match Subsidiary table are always that of a legal, parent/subsidiary corporation.

The following fields are included in the Match Parent table.

Field Name	Data Type	HEP Field Name	Basic Data Fields	Description
mpkey	numeric(13,0)	ID	corempkey	A unique 8 digit number assigned to each parent company. This is the number that relates the Match Parent table (00MGPAR3.DAT) to the Match Subsidiary table (00MGSUB3.DAT) and to the Match Foundation table (00MGFND3.DAT).
mporgname	varchar(80)	ORGNAME		Official name of the parent company.
mpaka	varchar(80)	AKA		A commonly known alias, abbreviation or dba of the parent company, if applicable.
mpfundname	varchar(80)	FUNDNAME		The name of the matching gift fund or foundation, if applicable.
mptitle	varchar(10)	PTITLE		Personal title of the program administrator.
mpfname	varchar(20)	FNAME		First name of the program administrator.
mpmiddle	char(1)	MI		Middle initial of the program administrator.
mplname	varchar(20)	LNAME		Last name of the program administrator.
mpsuffix	varchar(10)	SUFFIX		Suffix of the program administrator.
mpadmtitle	varchar(40)	ATITLE		Administrative title of the program administrator.
mpaddr1	varchar(40)	ADLINE1		Street addresses of the program administrative office.
mpaddr2	varchar(40)	ADLINE2		Street addresses of the program administrative office.
mpcity	varchar(25)	CITY		City, State and Zip of the program administrative office.
mpstate	char(2)	STATE		City, State and Zip of the program administrative office.
mpzip5	char(5)	ZIP5		City, State and Zip of the program administrative office.
mpzip4	char(4)	ZIP4		City, State and Zip of the program administrative office.
mpphone	char(10)	PHONE		Telephone number and extension of the program administrative office.
mpphoneext	char(10)	EXT		Telephone number and extension of the program administrative office.
mpminimum1	numeric(12,2)	MINIMUM	coremnamt1	Minimum gift amount that will be matched for ratio 1.
mpmaximum1	numeric(12,2)	MAXIMUM	coremxamt1	Maximum gift amount that will be matched for ratio 1.
mpminimum2	numeric(12,2)	MINIMUM	coremnamt2	Minimum gift amount that will be matched for ratio 2.
mpmaximum2	numeric(12,2)	MAXIMUM	coremxamt2	Maximum gift amount that will be matched for ratio 2.
mpminimum3	numeric(12,2)	MINIMUM	coremnamt3	Minimum gift amount that will be matched for ratio 3.
mpmaximum3	numeric(12,2)	MAXIMUM	coremxamt3	Maximum gift amount that will be matched for ratio 3.
mpannmax	numeric(12,2)	ANNEMP		Total annual maximum matched per employee.
mpratio1	char(3)	RATIO	coremrat1	Matching gift ratio 1. (separated by comma 2:1, 1:1*)
mpratio2	char(3)	RATIO	coremrat2	Matching gift ratio 2. (separated by comma)
mpratio3	char(3)	RATIO	coremrat3	Matching gift ratio 3. (separated by comma.)
mpfiscalyr	varchar(30)	FISCALYR		Matching company's fiscal year.
mpallelig	char(1)	EL01		All employees are eligible.
mpfullelig	char(1)	EL02		All full-time employees are eligible.
mpsalelig	char(1)	EL03		All full-time salaried employees are eligible.
mppartelig	char(1)	EL04		All part-time salaried employees are eligible.
mpretelig	char(1)	EL05	coreretmfl	Retired employees are eligible.
mpspelig	char(1)	EL06	corespmfl	Spouses of eligible employees are eligible.
mpboarddir	char(1)	EL07		Board of Directors.
mpfouryear	char(1)	EE01		Four-year colleges and universities.
mpgradschl	char(1)	EE02		Graduate and Professional schools.
mpcommun	char(1)	EE03		Community/Junior colleges.
mpseminary	char(1)	EE04		Seminaries.
mpsecondry	char(1)	EE05		Secondary schools.
mpelemschl	char(1)	EE06		Elementary schools.
mptechschl	char(1)	EE07		Technical schools.
mpdonrform	char(1)	PR01		Donor sends check with form to corporation.
mpinstform	char(1)	PR02		Institution/nonprofit files form with corporation upon receipt of gift.
mpdonorphn	char(1)	PR05		Donor contacts corporation via telephone.
mpemprecpt	char(1)	PR06		Employee presents receipt.
mpdonorweb	char(1)	PR07		Employee donor logs onto the matching gift website and submits the matching gift request to the matching gift program administration office. The matching gift program administration office contacts the recipient institution via letter to certify receipt of the gift.
mpreceipt	char(1)	PR03		Gift receipt required with every match.
mpacklettr	char(1)	PR04		Acknowledgment letter required.
mpathletic	char(1)	AT01		Match gifts to athletic programs.
mpathlschl	char(1)	AT02		Match gifts to athletic scholarship programs.
mpathlbld	char(1)	AT03		Match gifts to athletic building funds.
mpalumni	char(1)	AF01		Alumni status not required.
mpgradreg	char(1)	AF02		Employee must be a graduate of the institution.
mpfamily	char(1)	AF03		Donors child or spouse must have attended institution.
mpmembreq	char(1)	AF04		Membership required.
mppatient	char(1)	AF05		Recipient of patient care.
mphealth	char(1)	OT01		Healthcare.
mpmuseum	char(1)	OT02		Museums.
mpsocserv	char(1)	OT03		Social Services.
mpperfarts	char(1)	OT04		Performing arts.
mppubradio	char(1)	OT05		Public radio/TV.
mpreligion	char(1)	OT06		Religious organizations.
mpeviron	char(1)	OT07		Environmental/conservation.
mpcultural	char(1)	OT08		Cultural.
mpcharity	char(1)	OT09		Charities.
mpfratsor	char(1)	OT10		Fraternity/Sorority Educational Foundations.
mphospital	char(1)	OT11		Hospitals.
mpcontine	char(1)	DS01		Continuously upon receipt of form(s).
mpmonthly	char(1)	DS02		Monthly.
mpquartrly	char(1)	DS03		Quarterly.
mpannual	char(1)	DS04		Annually.
mpsemiann	char(1)	DS05		Semiannually.
mpqmonth1	char(2)	QM01		Quarterly match month 1.
mpqmonth2	char(2)	QM02		Quarterly match month 2
mpqmonth3	char(2)	QM03		Quarterly match month 3.
mpqmonth4	char(2)	QM04		Quarterly match month 4.
mpsemim1	char(2)	SM01		Semi-annual match month 1.
mpsemim2	char(2)	SM02		Semi-annual match month 2.
mpannmonth	char(2)	AM01		Annual match month.
mpemail	varchar(100)	EMAIL		Matching gift administrators email address.
mpcompurl	varchar(200)	WEBSITE		Companies main URL
mpcomment1	varchar(50)	COMMENT1		Special program comments.
mpcomment2	varchar(50)	COMMENT2		Special program comments.
mpcomment3	varchar(50)	COMMENT3		Special program comments.
mpcomment4	varchar(50)	COMMENT4		Special program comments.
mpdate	datetime	LASTUPD		Date of last update in YYYY/MM/DD format.
mppassword	varchar(32)	PASSWORD		Unique password for online access.
mpfndname	varchar(110)	FOUNDATION		Matching gift company foundation name.
mpgiftform	char(1)	ONLINE_FORM		Does the company have an online matching gift form (Y or blank)?
mpgifturl	varchar(200)	ONLINE_URL		The URL of an online matching gift form.
mpdeadline	char(10)	DEADLINE		The annual deadline for submitting a gift to be matched.
mpprior	char(1)	PRIOR		Will the company match a gift submitted in a prior matching gift cycle (Y or blank)?
mpcrdate	datetime			Create Date
mpcruser	varchar(30)			Create User
mpsource	char(6)			Possible Future Use
mpsmashd	varchar(30)			smashed name for searching
mpencsys	char(12)			For in-house use only.
mpel08	char(1)	EL08		Will accept a faxed form completed and signed by an employee donor.
mpsr01	char(2)	SR01		Service requirement in months for all employees.
mpsr02	char(2)	SR02		Service requirement in months for all full-time employees.
mpsr03	char(2)	SR03		Service requirement in months for all full-time salaried employees.
mpsr04	char(2)	SR04		Service requirement in months for all part-timed salaried employees.
mppr08	char(1)	PR08		Will institution accept a faxed form completed and signed by a donor.
mpprphone	char(10)	PRPHONE		If telephone number provided; Employee donor contacts corporation via telephone at (#) to report gift and initiate match. If telephone number not provided;Employee donor contacts corporation via telephone to report gift and initiate match.
mpprregurl	varchar(80)	PRREGURL		If website provided; Employee donor logs onto the matching gift website and submits the matching gift request to the matching gift administration office. The matching gift administration office contacts the recipient institution via letter to certify receipt of the gift. If website not provided; Employee donor logs onto the matching gift website and submits the matching gift request to the matching gift administration office. The matching gift administration office contacts the recipient institution via letter to certify receipt of the gift. website: (www or Intranet)
mpot12	char(1)	OT12		Professional Societies
mpvp01	char(1)	VP01		Volunteer Program; Company has a volunteer matching program. If this is set to 'Y' the following 4 fields will show.
mpvpmin	char(4)	VPMIN		(#) is the minimum number of hours per (VPPER) to be eligible for volunteer matching program.
mpvpper	varchar(20)	VPPER		The period is incorporated in to the VPMIN field above.
mpvpmonths	char(2)	VPMONTHS		Volunteer service must be completed with in (#) month(s) to be eligible for match.
mpvprate	numeric(9)	VPRATE		($) is the amount match per hour of volunteer service.
mpat04	char(1)	AT04		Match gifts to athletic programs, nut matches are directed to school's academic or generic fund.
mpretratio	char(10)	RETRATIO		Not available at this time.
mpdistfy	char(30)	DISTFY		Not available at this time.
mprest01	char(1)	REST01		Match may follow employee donor's designation.
mprest02	char(1)	REST02		Match is unrestricted and may be allocated at school's discretion.
mprest03	char(1)	REST03		Match must be directed to school's general/academic fund.

Indices - Match Parent

Index	Primary	Unique	Fields	Sort
pk_matchparent	Y	Y	mpkey	ASC
matchparent02			mporgname	ASC
matchparent03			mpaka	ASC
matchparent04			mpfndname	ASC

Match Subsidiary

The following fields are included in the Match Subsidiary table.

Field Name	Datatype	HEP Field Name	Description
mskey	numeric(13,0)	SUBID	A unique 8 digit number assigned to each subsidiary name. The first four digits match the first four digits of the parent company ID number.
mssubname	varchar(80)	SUBNAME	Full name of the subsidiary.
msdate	datetime	LASTUPD	Date of last update in YYYY/MM/DD format
msmpkey	numeric(13,0)	ID	A unique 8 digit number assigned to each parent company. This is the number that relates the row in the Subsidiary table to the one in the Parent table and to 00MGFND3.DAT.
mscrdate	datetime		Create date
mscruser	varchar(30)		Create User
mssource	char(6)		This field is reserved for future use
mssmashd	varchar(30)		Smashed name, used for searching.

Indices - Match Subsidiary

Index	Primary	Unique	Fields	Sort
pk_matchsubsidiary	Y	Y	mskey	ASC
matchsubsidiary02			mssubname	ASC
matchsubsidiary03			msmpkey	ASC

Match Foundation

The Match Foundation table is primarily used to store the names of the parent corporation and the names and addresses of up to three contact persons within a Foundation. Note that these contact names are in addition to the primary contact name which is part of the data row in the Match Parent row to which the Match Foundation row is linked.

Field Name	Datatype	HEP Field Name	Description
mfkey	numeric(13,0)	ID	Primary Key - A unique 8 digit number assigned to each parent company. This is the number that relates the 00MGFND3.DAT Foundation file to 00MGPAR3.DAT and to 00MGSUB3.DAT.
mfparname	varchar(80)	ORGNAME	Official name of the parent company.
The following fields (those ending with '2') are used to store the contact information for an acknowledgment letter, if that differs from the contact information in the Match Parent table row.
mftitle_2	varchar(10)	PTITLE_2	Personal title.
mffname_2	varchar(20)	FNAME_2	First name.
mfmiddle_2	char(1)	MI_2	Middle initial.
mflname_2	varchar(20)	LNAME_2	Last name.
mfsuffix_2	varchar(10)	SUFFIX_2	Suffix.
mfadmin_2	varchar(40)	ATITLE_2	Administrative title.
mforgname2	varchar(80)	ORGNAME_2 -	Organization name.
mfaddr1_2	varchar(40)	ADLINE1_2	Street addresses.
mfaddr2_2	varchar(40)	ADLINE2_2	Street addresses.
mfcity_2	varchar(25)	CITY_2	City, State and Zip code.
mfstate_2	char(2)	STATE_2	City, State and Zip code.
mfzip5_2	char(5)	ZIP5_2	City, State and Zip code.
mfzip4_2	char(4)	ZIP4_2	City, State and Zip code.
mfphone_2	char(10)	PHONE_2	Telephone number.
The following fields (those ending with '3') are used to store the contact information when the Match Parent table row has a separate foundation that handles its matching giving.
mftitle_3	varchar(10)	PTITLE_3	Personal title.
mffname_3	varchar(20)	FNAME_3	First name.
mfmiddle_3	char(1)	MI_3	Middle initial.
mflname_3	varchar(20)	LNAME_3	Last name.
mfsuffix_3	varchar(10)	SUFFIX_3	Suffix.
mfadmin_3	varchar(40)	ATITLE_3	Administrative title.
mforgname3	varchar(80)	ORGNAME_3 -	This field is used to store the Organization name for a separate foundation that handles the matching gifts for the entity described in the Match Parent row to which this is linked.
mfaddr1_3	varchar(40)	ADLINE1_3	Street addresses.
mfaddr2_3	varchar(40)	ADLINE2_3	Street addresses.
mfcity_3	varchar(25)	CITY_3	City, State and Zip code.
mfstate_3	char(2)	STATE_3	City, State and Zip code.
mfzip5_3	char(5)	ZIP5_3	City, State and Zip code.
mfzip4_3	char(4)	ZIP4_3	City, State and Zip code.
mfphone_3	char(10)	PHONE_3	Telephone number.
The following fields (those ending with '4') are used to store the contact information when the Match Parent table row has an outsourced matching gift program.
mftitle_4	varchar(10)	PTITLE_4	Personal title.
mffname_4	varchar(20)	FNAME_4	First name.
mfmiddle_4	char(1)	MI_4	Middle initial.
mflname_4	varchar(20)	LNAME_4	Last name.
mfsuffix_4	varchar(10)	SUFFIX_4	Suffix.
mfadmin_4	varchar(40)	ATITLE_4	Administrative title.
mforgname4	varchar(80)	ORGNAME_4	This field is used to store the Organization name for an out-sourced matching gifts program for the entity described in the Match Parent row to which this is linked.
mfaddr1_4	varchar(40)	ADLINE1_4	Street addresses.
mfaddr2_4	varchar(40)	ADLINE2_4	Street addresses.
mfcity_4	varchar(25)	CITY_4	City, State and Zip code.
mfstate_4	char(2)	STATE_4	City, State and Zip code.
mfzip5_4	char(5)	ZIP5_4	City, State and Zip code.
mfzip4_4	char(4)	ZIP4_4	City, State and Zip code.
mfphone_4	char(10)	PHONE_4	Telephone number.
mfdate	datetime	LASTUPD -	Date of last update, in YYYY/MM/DD format.
mfcrdate	datetime		Create Date.
mfcruser	varchar(30)		Create User.
mfsource	char(6)		Reserved for future use
mfsmashd	varchar(30)		Smashed mfparname for searching.
mfsmashd_2	varchar(30)		Smashed mforgname2 for searching.
mfsmashd_3	varchar(30)		Smashed mforgname3 for searching.
mfsmashd_4	varchar(30)		Smashed mforgname4 for searching.

Indices - Match Foundation

Index	Primary	Foreign	Unique	Fields	Sort
pk_matchfoundation	Y		Y	mfkey	ASC
matchfoundation02				mfparname	ASC

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