Thank donors and access gift and donor information

When a donor gives to your charity, their gift appears in your Charity Account, where you can review gift details, access donor information (when shared), and send thank-you messages.

Learn how to:

• Review gift information
• Thank donors from the Charity Account Dashboard
• Thank donors from the Gifts page
• Thank donors using gift and disbursement reports
• View notes from donors or notes you’ve sent to donors

Gift information

A gift appears on your Charity Account Dashboard once it’s been reviewed and approved. Charitable Impact aims to approve gifts within 1 to 2 business days of the gift being made. Charity Account admins will receive an email when a new gift has been approved.

You can view recent gifts from your Dashboard and from the Gifts page. Reviewing gift information is often the first step before thanking donors.

The Gifts page includes details about each gift, including:

• date the gift was given
• donor name (if the gift was not given anonymously)
• gift amount
• disbursement amount (a gift is marked as pending if it has not yet been disbursed to your charity)
• notes or dedications the donor may have included

Thank donors from the Charity Account Dashboard

Once gifts appear in your Charity Account, you can send a quick, short thank-you note to donors directly from the Dashboard. The Dashboard shows donors who haven’t yet been thanked, with gifts listed based on when they were made.

To thank donors from the Dashboard:

1. On your Home screen, select the charity under Charities and companies.
2. Under Thank your donors, select Thank all donors to thank everyone who hasn’t been thanked yet, or select Say thanks to thank donors individually.
3. A popup modal will appear listing the donors to be thanked. Enter your message in the message field.
4. Select Send message.

Thank donors from the Gifts page

The Gifts page displays a list of gifts made to your charity. Checkboxes beside each gift indicate whether the donor has already been thanked:

• If the checkbox is greyed out, the donor has already been thanked.
• If the checkbox can be selected, the donor has not been thanked yet.

To thank donors from the Gifts page:

1. On your Home screen, select the charity under Charities and companies.
2. Select Gifts from the top menu.
3. You can thank a selection of donors, or one donor at a time:
   1. To thank all donors visible on the page, select the checkbox Select all to send a note to all donors who have not been thanked yet.
   2. To thank one donor or a specific selection of donors, select the checkboxes for the donors you would like to thank.
4. A popup modal will appear with the selected donor(s). Enter your message and select Send message.

Thank donors using gift and disbursement reports

In some cases, you may want to send a more detailed or personalized thank-you message. If a donor has chosen to share their contact information, you can access it through gift or disbursement reports and contact donors outside of Charitable Impact using their shared email address.

Gift reports

Gift reports summarize gifts made within a selected date range and include details such as the gift amount, donor name, shared contact information, and any notes or messages included with the gift.

To create a custom gift report:

1. On the Home screen, select the charity under Charities and companies.
2. Select Gifts from the top menu.
3. Use the calendar picker to select a date range.
4. Select Email data report. The report will be emailed to you.

If a donor chooses to share their contact information, such as an email address, you’ll see it in the report.

Disbursement reports

Disbursement reports are available once money has been disbursed to your charity. These reports include detailed transaction information, such as dates, amounts, donor names, shared contact information (when provided), and donor notes. The full report is available in CSV format, while the PDF provides a summary of disbursements without donor contact information.

To download a disbursement report:

1. On the Home screen, select the charity under Charities and companies.
2. Select Disbursements from the top menu.
3. Reports are organized by disbursement date. Use the calendar picker to view reports for a specific date range.
4. Select the PDF or CSV icon to download a disbursement report.

View notes from donors or notes you’ve sent to donors

When donors send a gift, they may include a note or dedication. You can also send thank-you messages to donors from your Charity Account.

Notes from donors can be viewed on the Charity Account Dashboard, the Gifts page, and in gift and disbursement reports.

Notes you have sent to donors can be viewed:

• From the Gifts section on the Charity Account Dashboard
• From the Gifts page when you select Gifts from the top menu

To view notes from the Dashboard or Gifts page:

1. On your Home screen, select the charity under Charities and companies.
2. Select the envelope icon in the Note from donor & charity column to view the donor’s note. If you’ve sent a thank-you message, your message will appear here as well.