Getting Started: Donations Overview

This article provides an overview of the data that appears in the donations table and how this data can be filtered and sorted.

Donations Overview

How Data Flows Into Double the Donation:

Learn More:

Company Name:

The company name column is where the donor’s company name is placed if the donor has identified that they work for a company. This company information can get pulled from your organization’s CRM, donation platform, and/or CSV import depending on how your donation or CRM platform integrates with Double the Donation Matching. 

 

You’ll be able to view an overview of the matching gift company by clicking on the company name under the “Company” column. When you select the company, a new window will pop up with an overview of the matching gift company including:

1. Matching gift form

2. Guidelines

3. Match ratio

4. Min/max amounts matched by the company

5. Employee eligibility,

6. Type of nonprofit eligible for a match

7. Company-Sponsored Volunteering Offered

8. Contact information for the matching gift company

9. Volunteer grant information, if applicable. 

View this article to learn more about Updating a Company Name.

Statuses: 

The statuses show where the donor is in the matching gift submission process and correspond to the automated email streams. 

Initial Donation Records:

There are seven matching gift statuses for any donation record that is in Double the Donation Matching. These statuses are the following:

1. Employer Identification in Progress
2. Waiting for Donor
3. Match Initiated
4. Match Initiated- Donor Verified (Note: You can filter to this status by clicking on 'Donor Submitted' in the Eligibility dropdown menu) 
5. Pending Payment 
6. Match Complete  
7. Closed

These donor statuses are determined in several ways including:

1. The donor's usage of the matching gift search tool
2. The donor's interactions with Double the Donation's emails
3. Double the Donation Matching system automation
4. Nonprofit updates within Double the Donation Matching

Learn more about the meaning of different statuses and how to update the statuses by viewing this article.

Employer Identification:

The status of Double the Donation’s efforts to identify this individual’s employer.

1. In Progress - Double the Donation has not yet assigned an employer to the record. Includes scenarios with just donor-entered text that has not resolved to a Double the Donation company record.
2. Complete - This identification may vary with the following:
   1.  The donation, donor, or organization is not eligible for the matching gift program offered by the company.
   2. The company does not have a matching gift program at the time of the donation.
   3. A setting in the Double the Donation Matching account indicates this donation should not be submitted for matching.
   4. A user in the Double the Donation Matching account manually updates the status to Closed.
   5. The company did not approve the matching gift request.
   6. All statuses under  Waiting for Donor, Match Initiated, Match Initiated - Donor Verified, Pending Payment, and Match Complete
3. Declined to Provide - An idividual indicated they are ineligible for a matching gift and selected "I prefer not to say" as the reason.

1. Match Eligible - The donor works for a company with a matching gift program. 

2. Volunteer Grant Eligible - The donor works for a company with a volunteer grant program.

3. Forms Available - Double the Donation has a link to the company form in our database.

4. Donor Submitted - The donor interacted with the matching gift emails to report that they submitted their matching gift request. 

5. Auto-submission Statuses - The donation has advanced through auto-submission statuses. Learn more about auto-submission statuses here.

Sorting and Filtering:

You can filter all of your donation records based on:

1. Date

2. Matching Gift Stage

3. Employer Identification

4. Eligibility

 

You can sort most columns in Ascending or Descending order using the up/down arrows:

Advanced Search

You have the option to switch from Simple Search to Advanced Search. To switch to Advanced Search, select 'Switch to Advanced Search.'

 

 

In the Advanced Search, you can search for and filter all of your donation records based on:

1. Name

2. Email

3. Company

4. Campaign

5. Vendor

6. Identifier

 

To switch back to Simple Search, select 'Switch to Simple Search.'

 

 

 

View this article to learn more about sorting and filtering.

Insights:

We provide visual icons to help you get quick insights into different elements of a donation record. These are:

1. MG - The company has a matching gift program

2. VG - The Company has a volunteer grant program

3. Forms - Double the Donation has a link to a company form in our database

4. B - The email address associated with an individual donation record has been marked as Blocklisted. This may happen if a donor is ineligible, unsubscribed, or if they were added to the block list. Click here to learn more about the email blocklist and unsubscribes. 

 

Email Insights:

Double the Donation Matching shows you how many emails associated with each donation have been delivered/opened/clicked/bounced.

 

 

View this article to learn more about email insights and what email icons mean.

Source:

Double the Donation Matching displays where each donation originated. Options in the Source column include:

1. Partner platform name: If the donation entered Double the Donation Matching through a partner platform integration, the name of that partner will appear in the Source column. Note that not all partner platform integrations support this functionality. In these cases, the Source will be "API."

2. CSV Import: If the donation came through a manual CSV data import, "CSV Import" will appear in the Source column. Learn more about CSV data import in this article.

3. API: If the donation entered Double the Donation Matching through APIs, "API" will appear in the Source column. Most often, this value will appear when your organization is using either a custom API integration or a partner platform integration that does not support passing their platform name into Double the Donation.

4. Custom source [very rare]: If your organization is using a custom integration and provides a value for the "Source" field, that custom value will appear in the Source column. This is very rare. Almost all custom integrations do not pass a specific value in the Source field, instead leaving the default blank value.