This article explains the data that we capture for each donation record and how you can view and edit this information on the donations table.
Training Video: Reading Donation Records
Each donation record includes the following information:
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Donation date
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First and last name of the donor
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Donation amount
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Donor’s email address
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Company name (if applicable)
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Matching Gift Stage
- Employer Identification
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Campaign name
- Phone number (if applicable)
- Emails
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Donation identifier number
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Source of the donation
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Corporate giving platform (if applicable)
Donations will flow into the matching module in real-time from one of three sources:
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Donation platform or peer-to-peer platform
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CRM integration
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Data Import
The date of a donation record shows you the event timeline which includes:
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Date/time the donation record entered into the matching module
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The source of where the Donation record came from (donation form, CRM, or CSV import)
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The status of the donation record
Things that can be changed on an individual donation record:
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Company name (To learn more about how to change a company name, view this article)
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Status of donation record (To learn more about how to change the status of a donation record (Matching Gift Stage and Employer Identification), view this article)
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Donor first name
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Donor last name
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Campaign
Things that cannot be changed on an individual donation record:
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Donation date
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Email address
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Donation amount
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Identifier
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Source
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Corporate giving platform