Donation Activity

From Donation Activity, employees can review their giving for the current calendar year, including Scheduled donations and donations completed year to date (YTD).

When an employee's donation appears here, they can do the following from the Action menu:

• Edit: Employees can edit certain info, such as the amount, date, and method of their donation, the privacy of their personal info, etc. If they add a name, email, or address to their donation, their city and zip code info is overwritten.

  Note: At this time, you can't edit recurring credit card donations.

• Cancel: If the donation hasn't been processed yet, employees can remove the donation.

  • To cancel a donation, locate the donation, select Cancel from the Action menu, then select Yes, Remove.

  • Canceling a pledge also cancels the associated match request, if applicable. Employees receive a failure email when a match request is canceled.

  • If the donation is locked because of its status or if the donation has already been deducted, reach out to Support or your Customer Success Manager for assistance.

• View Donation Record: This option opens the Donation Record. Employees can view information about their donation and print the receipt.

  Tip: If this is a recurring credit card donation, the Donation Record includes a Deductions Schedule showing the next three upcoming donations.

• Apply for Match: If there are available matches, employees can select a match program for their donation.

• Donate Again: This option links to the charity page tied to the pledge. This only displays if the organization has the Give feature enabled.

Scheduled

This section reflects all donations that have not yet been processed but are scheduled for a future time. This includes recurring credit card donations and recurring payroll donations.

Tip: For a donation that is Awaiting Deduction, select the status to view the date that the donation is scheduled to be deducted.

Note: If you cancel an active pledge, your remaining match total can be inaccurate until pending deductions are processed.

Donated YTD

This section provides details on all donations in the calendar year that have been completed.

• Offline Donations move to Donated YTD immediately.

• One-time and Recurring Payroll donations move to Donated YTD after CSRconnect receives the payroll file.

• Cause Card donations move to Donated YTD after they're redeemed.

By default, your donations are listed by most recent donation date. You can use the column headers to sort your donations or you can search for a charity.

Select Export Summary to generate a Donation Summary of your activity from this year.