Yes, the donation form will look at a combination of First and Last Name + either Address or Phone or Email. If a match is found, the donation will go into the existing account's timeline in Bloomerang. If a match is not found, a new constituent record will be created.


First Name matches as an includes or tokenized match and allows "Micah & Liz Weaver", "Micah Weaver", "Liz Weaver", and "Micah and Liz Weaver" to match a joint account in the database named "Micah & Liz Weaver" or "Micah and Liz Weaver"