Millie is proud to support flexible, customized company match programs. Whether you're launching a simple 1:1 match or a highly tailored program across departments and regions, we’ve built the tools to help you configure a match structure that fits your goals and budget.
Getting Started with Match Settings
To begin, navigate to Donations → Match Settings in the admin panel. This is where you’ll define the foundational rules of your match program.
Here’s what you can configure:
- Match Ratio (e.g., 1:1 or 2:1)
- Budget Caps
- Per employee
- Company-wide
- Note: All matches are funded through your company wallet, which must be tied to a payment source
- Approval Mode
- Automatically approve or manually review employee-submitted match requests
- Nonprofit Visibility
- Choose whether employees see all nonprofits in search, or only approved ones
Match Rules
Millie supports granular control over your match policies. You can create rules at different levels:
- By Individual Nonprofit
- By Subcategory
- By Category
- Default Rule (used when no other rule is set)
Match logic always applies the most specific rule available, following this order:
- Individual nonprofit
- Subcategory
- Category
- Default match rule (auto/manual + general match settings)
This ensures your most detailed match settings are always honored.
Match Budgets
In addition to defining rules, you can apply budget constraints:
- Annual per-employee caps
- Overall company cap
- Budgets run on an annual cycle
- You can optionally define distinct budgets for individual campaigns
If a match is set to manual review, the match amount will be pulled from the available budget at the time of approval (not when the donation was made). To maintain fairness, we recommend reviewing older donations first.
🗓️ Budget year is based on the donation date, not the approval date.
Custom Match Rules by Employee Group
You can tailor match caps and ratios for different groups of employees using custom attributes (e.g., department, region, employment status).
This is useful if you want to:
- Offer higher match caps to executives or impact champions
- Limit or adjust matching by geography or business unit
- Run pilot match programs with different rules for a segment
To use this, assign custom attributes in your Employee Settings tab, then apply them when setting up match rules.
Match Settings: Nonprofits Tab
The Nonprofits tab under Match Settings allows you to review all submitted match requests. You can:
- View requests by nonprofit, status, category, and EIN
- Filter by approval status or rule match
- Use the menu to:
- Access giving analytics
- View the nonprofit’s Millie profile
- Manage nonprofit-specific match rules and visibility settings
You’ll also receive prompts to approve or restrict each nonprofit as needed.
Match Settings: Categories Tab
If your company has limitations on matching for specific categories or subcategories, you can set restrictions here.
For example, restrict matching to only education and environment nonprofits, or exclude political organizations.
Additional Notes
- Donations made through an employee’s gift balance are not eligible for a match
- Donations made as part of a Giving Madness bracket are always approved if the bracket has match enabled
- Only all-access admins can edit match settings
Have questions? Reach out to team@milliegiving.com—we’re here to help you build a program that shines!