Gift and donor information for charities

Gift information

Gifts from donors on Charitable Impact appear in your Charity Account dashboard as soon as they’re reviewed and approved. Charitable Impact aims to approve gifts within 1 to 2 business days of the gift being made by a donor.

If you’re an admin on a Charity Account, you’ll receive an email from Charitable Impact to notify you of any new gifts that have been approved. We send this email every Wednesday for all gifts approved the week prior.

This feature is currently only available on the web, and is not yet available on the mobile app.

Download donation information

Gifts

You can view recent gifts that donors have made to your charity using Charitable Impact from your dashboard and from the Gifts page. 

The Gifts page includes details about the gift including

  • Date gift was given
  • Donor name (if the gift was not given anonymously)
  • Gift amount
  • Disbursement amount. Note: a gift is marked as pending when it has not been disbursed to your charity yet
  • Notes or dedications that the donor may have included with their gift

Create a custom gift report

You can create a custom gift report displaying gifts made by donors during a specific date range.

  1. Log in to your Impact Account.
  2. If you’re not already in your Charity Account, switch to your Charity Account by selecting your avatar in the top-right corner, and selecting Switch account.
  3. Select the charity from the list. 
  4. Select Gifts from the top menu. 
  5. Use the calendar picker to select a date range.
  6. Select Email data report. The report will be emailed to all charity admins on the Charity Account. 

Disbursements

When money is disbursed from Charitable Impact to your charity, you can download disbursement reports with the transaction details.

  1. Log in to your Impact Account.
  2. If you’re not already in your Charity Account, switch to your Charity Account by selecting your avatar in the top-right corner, and selecting Switch account.
  3. Select the charity from the list. 
  4. Select Disbursements from the top menu. 
  5. Select the PDF or .csv icon to download the disbursement report. 

Disbursement reports are organized by disbursement date. To view and download disbursement reports for a specific date range, use the calendar picker to select a date range.

Still need help? Contact Us Contact Us