Gifts can be found in your Giving section of the Dashboard, here is a link to get you there quickly.
All gifts will be in chronological order, as soon as the gift is submitted.
Date: The date the gift was submitted. This is the date the donor is credited for in their giving statement.
Donor: The first and last name of the donor.
Fund/Sub-Fund: The fund and/or sub-fund that your donor has given to. If there is a sub-fund in the gift, it will be indicated by a "/". For example it would look something like "Building/Classrooms".
Campus: Distinguish between different campuses set up for your organization. Most commonly used by churches.
Payment Method: distinguishes between card, bank account, cash, and check
Gift ID: A unique ID is assigned to each gift. This ID comes in handy when reaching out to support!
Status: Indicator for the status of your gift. Read more about gift statuses below.
Net Amount: This is the amount after the fee is taken from the gross amount.
Fee: This is taken out of each gift.
Gross Amount: The gross amount of the gift given. You would attribute this amount to your donor and it will also be seen on their giving statement.
Memo: This icon indicates whether a note or a memo was included with the gift. Click on the gift to read the memo.
Export: This button allows you to export your gift data based on the filters that you have selected in the form of a CSV file.
Filters
Funds
This filter will allow you to select from funds and sub-funds. If you're looking to find how much has been given to a certain fund, then this is the filter you are looking for.
Method
ACH: bank transaction
Card: debit/credit card transaction
Check: offline gift that is recorded in Batches
Cash: offline gift that is recorded in Batches
Other: applied to donations that are related to a gift import with an unrecognized payment method
Frequency
One time indicates gifts that are given that are made once and will not occur at a future date
Recurring indicates gifts that are scheduled to occur weekly, monthly, every two weeks, and twice a month.
Amount
This filter will allow you to set a minimum and maximum gross amount.
Statuses
There are three types of gifts — debit, credit, and ACH. Debit and credit process instantly, while ACH donations take an average of 1-3 business days to process before they are eligible to transfer to your bank account. This processing time is solely based on the donor's bank.
Pending: The donor has chosen to give using their bank account and the gift is still processing. On average, ACH gifts take 1-3 business days to process but can take more depending on the donor's bank. Longer processing times are more common with smaller banks or credit unions and during busy holiday seasons such as Thanksgiving and Christmas. If you have more questions about processing times, check out our FAQ article here.
Transfer Pending: The gift has been processed and is ready to be sent to your bank account in the next scheduled transfer. Read more about transfer schedules by checking out the Transfers and Deposits article!
Deleted: Gifts that will have the name and email of the donor absent from their donations and/or transactions. This will occur if the donor decides to delete their profile.
Failed: The gift did not go through. Failures can be due to insufficient funds, expired cards, or a bank blocking unfamiliar or large donations. When a donation fails, the donor is notified via email. In most cases, the best course of action is to have the donor contact their bank or credit card company associated with their account.
Refunded: The gift has been returned to the donor. The donor always receives their full gift amount when refunded. When a refund is issued, we send the full gift amount to your donor and then we credit the fee associated with the original gift back into your Pending Transfer balance (Transfers). It is labeled as a “Balance Adjustment.” The refund will be returned to the donor's account in 7-10 business days.
Batched: Gift is an offline gift. This includes all cash, checks, and imported gifts.
Paid: The gift has been transferred to your bank account.
Disputed: A chargeback is initiated when the account holder (customer or donor) forces a refund through their card, line of credit, or bank account. Chargebacks are usually initiated if the payment or donation is disputed or fraudulent. Often, this is done because conversations with the merchant or donee were not satisfactory, or without consulting the merchant or donee at all. When this happens, the donor’s bank will investigate each chargeback and assess a fee on top of the amount donated to cover their investigation. These fees can range from $15 to $100 or more.
Managing Gifts
When you click on a gift, you will be taken to the gift details page that will provide more details regarding that gift as well as a few administrative features.
Donor name
Donor Date
Frequency
Payment Method- This page will present general information regarding this gift
Gift ID - Click here to navigate to the donor's detail page
Gross Amount
Fund/Sub-fund
Status
Campus
Memo
Refund - Refund the full gift amount back to the donor (Donor is notified)
Email donor- send a message to your donor