Donations

Access and manage all donation records from the donations list.

Creating Donations

Add offline donations via the Create button on the Donations page:

• Single Donation - Opens a form to enter donor details, amount, payment method, and attribution
• Contact Linking - Use the contact selector to link the donation to an existing contact, or search by name/email to auto-suggest matches
• Auto-Creation - If no contact is linked, a new contact record is automatically created from the donor details (name, email, address) provided on the form

For a detailed guide to every field, see Creating Donations.

Accessing Donations

1. Navigate to Manage in the left navigation
2. Select Donations from the sidebar
3. Use the campaign dropdown to filter by campaign (or view all)

Viewing Donation Details

Click any donation to view its full details:

• Donor Information - Name, email, address
• Payment Details - Amount, payment method, transaction ID
• Attribution - Campaign, site, personal page, team page
• Tribute Information - If donation was made in honor/memory of someone
• Custom Fields - Responses to custom form questions

Editing Donations

Edit offline or online donations:

1. Select the donation to open the detail view
2. Click Edit Donation
3. Modify available fields:
   • Display name
   • Anonymous status
   • Comment
   • Address information
   • Tribute details
4. Save changes

Note: You cannot edit payment amounts for online donations. Create a refund and new donation if amount adjustment is needed.

Refunding Donations

Online Donations (Stripe/PayPal)

1. Select the donation
2. Click Actions > Refund
3. Enter refund amount (full or partial)
4. Confirm the refund

Refunds are processed through your payment processor and typically appear on the donor's statement within 5-10 business days.

Offline Donations

Offline donations can be deleted since no payment processing occurred:

1. Select the offline donation
2. Click Actions > Delete
3. Confirm deletion

Assigning/Moving Donations

Reassign donations to different campaigns or pages:

1. Select the donation
2. Click Actions > Assign/Move
3. Choose the target:
   • Different campaign
   • Different site
   • Different personal/team page
4. Confirm the move

The donation amount will be reflected in the new location's totals.

Donation Categories

A donation row carries two independent flags plus a payment-type column, so "type" is really three orthogonal axes:

Axis	Values	Notes
Recurring	false (One-time) or true (Recurring)	Set on the donation, indicates whether it was generated by a recurring profile
Payment Type	stripe / paypal / manual	Manual = offline (cash, check, bank transfer, etc.)
Source	Standalone donation, or a payment from an installment / ticket order / auction payment / registration	Installment payments live in their own table (Installments) and reference the parent pledge; ticket orders, auction payments, and registrations each have their own record type

So a single "recurring offline" donation has recurring=true + type=manual; a pledge installment payment is not a donation row — it's an Installment that creates a Revenue record (see Pledges & Installments).

Donation Statuses

Status	Meaning
Paid	Successfully processed
Processing	Payment is in flight (ACH bank-transfer donations show as Pending until they clear)
Refunded	Full refund issued
Failed	Payment failed

A donation can also be in a Partial Refund state — that's not a stored status but a derived label that appears when a refund has been issued for less than the full amount. The donation's status stays paid while the refund difference is tracked on the record.

Finance Side

Every donation creates a Revenue record on the finance side. The Revenue record is where the finance fields live: splits (allocation across funds), credits (hard or soft attribution to additional contacts), solicitors (who secured the gift), and tags. The donation is the fundraising-side view of the transaction; the Revenue is the finance-side view of the same transaction.

Every donation also gets an Expected Revenue counterpart that completes the moment the payment arrives — the same structure that tracks an open pledge tracks a finished gift, so committed and received views always line up. The full chain — transaction, revenue, expected revenue, splits, credits, solicitors — is visible in the Finance panel on each donation's overview page.

Related Articles

• Recurring Profiles
• Pledges & Installments
• Revenue Basics — concept overview of the finance side
• Exporting Data