All Giving Report (AGR) Donation Statuses

The following donation statuses are listed in the All Giving Report:

Status Definition
Applied

Only appears for donation match types, which include:

  • Credit card matches

  • Offline matches

  • Payroll matches

  • Volunteer grants

The match needs to have a grant status of "Requested" or "Resubmit" for an "Applied" donation status to appear.
Charged Only applicable to credit card transactions when the card has successfully been charged.
Denied Only applicable for match donation types. Applies when there is a grant status of "Denied."
Deposited This is a payment status that links to the "Deposited" payment status.
Disbursed

This is the final donation/transaction status that occurs after funding.

  • Transactions involving payments sent by check can have payment statuses of "Pending," "In-transit," or "Deposited," all of which align with the "Disbursed" transaction status.

  • Funded transactions involving non-check payments with a "Disbursed" status should will? have a payment status of "Deposited."

  • For third-party transactions (Global Partners), the “Disbursed” status appears when the system creates disbursements without associated payments. Blackbaud generates payments for third-party transactions after receiving payment file acknowledgements.
Funded

This status occurs after ProcessingNotInvoiced and ProcessingInvoiced statuses.

It appears after Blackbaud invoices clients and they have sent funds back. For credit card donations, this status occurs after credit cards are charged.
FundraisingRecordToBeDecided No longer used
Hold

This donation status occurs when funds have been received but cannot be disbursed for various reasons, and the bank sends the funds and reconciliation file back to Processing. Processing voids the check and marks the transaction as "Hold."

Hold reason codes include:

  • Returned - Returned payment

  • Stale - Stale payment

  • VoidWithoutReissue - Void, no reissue needed

  • Redirect - Redirected transaction(s)

  • Other - Other reasons for Hold; see Notes for details

  • NppRequested - Void and reissue requested by NPOconnect

  • Bank Returned - Bank returned payment

  • Payee Returned - Payee returned payment

  • Courier Returned - Courier returned payment

  • Voided for Stale Check - Voided due to stale check

  • Voided for USPS Check Return - Voided due to USPS check return

  • Reissue Requested by Charity - Charity requested a check reissue

  • PNC rejected invalid banking details - PNC bank rejected check due to invalid banking information

  • Receiving bank rejected - Bank receiving the check rejected it

  • Rejected by partner - Partner receiving the check rejected it

  • Beneficiary unavailable - Designated beneficiary of the check was unavailable
Hold(Not Funded) Donation status that applies across all donation types in which the charity's eligibily for Giving is no longer eligible but we have not received funds.
NotAvailable/Cancelled Occurs when a transaction is deactivated or canceled
Pending No longer used
Processed

Based on donation processor for credit cards, donations are marked as processed right away.

If the client self-processes, the transactions are marked as "Processed."
ProcessingInvoiced Groups transactions by donation type. When transactions are sent to the client, they are labeled with this status.
ProcessingNotInvoiced Transaction status that occurs before invoicing.
Re-Submit Grant request status that occurs when a client? needs additional information before approving a match or grant.
Ready To Reissue

Only applicable when a donation is routed through the Stranded Funds Automation (SFA) process.

This status occurs when a user requests reissuing the donation to the originally-designated organization.
Recorded This status is specific to the offline donation type only and occurs when a user enters a donation offsite.
Refund This payment status occurs when funds need to be returned to the user or client.
Refund Requested No longer used. This payment status occurs when a user or client requests a refund which has not yet been issued.
Reissue Requested No longer used
Reissued This payment status occurs when Blackbaud reissues a transaction to the original organization.
Returned This payment status is specific to when a charity cannot accept the funds and a check is returned to Blackbaud
TobeDisbursed No longer used
Unsuccessful Only applicable to failed credit card transactions.