Portal Giving History

Donors can view their lifetime giving to your organization, including online and offline gifts and email their statement for the year or the last calendar year from Giving history in the portal. The gift list also includes the gift date, amount, fund, payment method, and gift type.

To learn how to enable it, see Giving history.

Gift types may display differently depending upon where they are viewed.

Portal	Web view	Database view
One-time	One-time	Cash
Recurring	Recurring gift payment	Recurring gift pay-cash
One-time (Pledge)	Pledge payment	Pay-cash
Gift-in-kind	Gift-in-kind	Gift-in-kind
Matching gift	Matching gift	Matching gift
Stock/property	Stock/property	Stock/property
Other	Other	Other

Note: Pledge gifts and gift subtypes defined by your organization in database view do not appear in the portal.

Matching gifts

In the portal, a donor's portion of a matching gift will appear as a:

• One-time

• One-time (Pledge)

• Gift-in-kind

• Recurring

• Stock/Property

• Stock/Property (Sold)

• Other