My Giving

You can use the My Giving page to view your donation activity, match programs, and donation history. To configure a custom message banner on this page, see Message banners.

Donation Activity

The Donation Activity tab details current giving history and includes items that are Scheduled and Donated YTD in the current calendar year.

When your donation appears in this tab, you can do the following actions by selecting the pen-and-paper icon under Action:

  • Edit: You can edit certain info, such as the amount of your donation, the date of your donation, the method of your donation, the privacy of your personal info, etc. If you choose to add a name, email, and/or address to your donation, your city and zip code info will be overwritten.

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

    Note: To cancel an offline donation, locate the donation, select the Edit icon in the Action column, select Cancel, then select Yes, Remove. To cancel a credit card donation, locate the donation and check if there is an Edit icon. If there is no Edit icon, reach out to Support for assistance.

  • View Donation Record: This option allows you to view a summary of your donation and print the receipt.

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

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

Scheduled

This section reflects all payroll donations that have not yet been processed but are scheduled for a future paycheck. This includes both Year Round and Campaign payroll donations.

Tip: For a donation that is Awaiting Deduction, selecting the status opens a pop-up that reflects the date that the donation is scheduled to be deducted.

To cancel a one-time or recurring payroll donation, filter the Status column and locate your donation, which should have an Awaiting Deduction or Active Until Cancelled status. Select the Edit icon in the Action column, select Cancel, then select Yes, Remove. If the donation is locked because of its status, or if the donation has already been deducted from your paycheck, reach out to Support or your CSM for assistance.

Note: If you cancel an active payroll pledge, your remaining match total may be inaccurate until your pending deductions have been processed.

Donated YTD

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

  • Credit Card donations move to Donated YTD immediately. These donations change from Charged to Processed after 24 hours.

  • Offline Donations move to Donated YTD immediately.

  • One-time and Recurring Payroll donations move to Donated YTD once the actual file is received by YourCause CSRconnect.

  • Cause Card donations move to Donated YTD once they have been redeemed.

There are three ways to filter through your Donated YTD section.

  • Most Recent: By default, your donations will be listed by most recent donation date.

  • By Charity

  • Charity Name Search

Donation History

The Donation History tab details all your processed donations and matches. You can filter your Full Donation History section by year. You can also search by charity using the search field.

Note: This tab does not show history for the current year. If you don't have activity for the previous year(s), this tab displays a message directing you back to the Donation Activity tab.

Export a summary

  1. Select Export Summary to download a summary.

  2. Select Campaign or Donation, and then select the year you want to export.

    • Campaign is the total you pledged for the campaign for the selected year. This is tied specifically to the Giving Campaign page.

    • Donation is the total you processed for the selected year. This is tied to both the Give and Giving Campaign pages.