The following terms can be found in reports generated in the Causes Portal.
1. Disbursement & Organization Details
This section provides high-level information about your organization and the specific payment issued to your bank account.
| Column Name | Column Description |
| Nonprofit Name | The official name of your nonprofit organization. |
| Nonprofit ID | Your regulatory body registration ID, including the country code prefix. |
| Disbursement ID | A unique Benevity identifier for the payment. This ID often appears in the transaction description on your bank statement for easy matching. |
| Disbursement Date | The date the disbursement was officially issued. |
| Bank Date | The date of the bank status update (typically the deposit date for EFTs). |
| Bank Reference ID | The unique bank transaction ID specifically for the disbursement deposit. |
| Payment Method | The method used to issue the funds: Cheque, EFT (Direct Deposit), or PayPal. |
| Disbursement From (Grantor) | The Foundation Partner issuing the funds on behalf of Benevity. |
2. Project & Campaign Information
These fields help you track which corporate programs, campaigns, or specific internal projects the funds are designated for.
| Column Name | Column Description |
| Company Name | The client or employer the donor belongs to. If a "code" (e.g., A1234) appears, the client has chosen to remain anonymous. |
| Corporate / Peer Campaign | Displays the specific Giving Opportunity, Volunteer Opportunity, or Corporate Campaign name associated with the funds. |
| Project Name | The specific project selected by the donor from your nonprofit profile. |
| Project ID | A unique ID for a specific branch, chapter, or program in the Benevity system. |
| Project External ID | A unique ID created by your organization to link to a project; if blank, a default ID is used. |
| Grant Requirements | Includes any legally binding grant details or specific regulatory compliance information. |
3. Donation & Fee Breakdown
Use this section for granular financial reconciliation, including original donation amounts and any applicable fees.
| Column Name | Column Description |
| Transaction ID | The unique identifier for the individual donation (distinct from the overall Disbursement ID). |
| Donation Date | The date the gift was processed, deducted from payroll, or submitted for a match. |
| Donation Amount | The gross amount contributed by the individual donor. |
| Match Amount | Corporate funds provided to match a donation, volunteer rewards, or other corporate credits. |
| Donation Currency | The original currency in which the donation was made. |
| Foreign Exchange Rate | The conversion rate used if the donation currency differs from your disbursement currency. |
| Cause Support Fee | The deduction for nonprofit support services and platform maintenance. |
| Merchant Fee | The deduction for credit card or payment processor fees. |
| Disbursement Cheque Fee | A fee applied only to organizations receiving physical cheques (starting from the 4th cheque). This can be avoided by switching to EFT. |
| Fee Comment | Additional context regarding fee structures for specific clients or programs. |
Donor Information
This section provides details about your supporters, helping you understand your donor base while respecting their privacy selections.
| Column Name | Column Description |
| Donation Frequency | Indicates if the gift is a "One-Time" or "Recurring" (e.g., monthly) donation. |
| Donation Method | The method used by the donor to initiate the gift (e.g., through a volunteer activity). |
| Donation Type | Details on the gift source, such as a payroll deduction or a match request. |
| Donor First Name | The donor's first name (visible only if the donor opted to share it). |
| Donor Last Name | The donor's last name (visible only if the donor opted to share it). |
| Donor Email | The donor's email address (visible only if the donor opted to share it). |
| Donor Address | The donor's mailing address (visible only if the donor opted to share it). |
| Donor City | The donor's city of residence (visible only if the donor opted to share it). |
| Original Donor State / Province | The donor's state or province (visible only if the donor opted to share it). |
| Donor Zip / Postal Code | The donor's postal code. Note: This field defaults to "visible" even if other contact info is hidden. |
| Donor Country | The country associated with the donor's profile (visible only if the donor opted to share it). |
| Donor Comment | An open field for donor advice, personal messages, or specific program designations. |