This article will cover donor reports including what each column in your disbursement report means, disbursement teams, our disbursement model and period end dates.
Keywords: report, donor report, disbursement report, fees, disbursement
Period End Date: The disbursements that you receive from Benevity are an aggregation of all the donations made to your organization via our platform over the course of a month and are paid in the following month. The Period End Date indicates the closing date for each disbursement.
- Period end date of December 31, 2019
- Contains all gifts for the month of December 2019
- Funds for that period will be issued the following month, at the end of January 2020
Disbursing Entity: The funds your organization receives via the Benevity platform are disbursed by a global network of local partner non-profit organizations, such as the American Online Giving Foundation, who aggregate and disburse funds to recipient organizations in the relevant country and issue receipts to donors. This column will also indicate the currency used for those funds, as well as the currency used in the reports.
Payment Method: For efficiency, accuracy and timeliness of payment, Benevity seeks to disburse all funds electronically. We’re proud that close to 90% of funds are paid this way. You may select the following methods to receive your payments through Benevity:
- Electronic Funds Transfer (EFT)
- PayPal (in North America)
- Check (in North America)
Disbursement ID: This ID number is unique to each disbursement you receive from Benevity.
Accessing & Viewing Your Reports
Viewing your Reports
Once you’ve identified the disbursement report you want to view, select the drop-down menu labelled “Reports” on the right side of the screen.
Download Detailed Report
To view all the available information about a disbursement, download the Detailed Report .CSV. This report lists:
- Company: The corporate client from where the gift originated
- Project: If a donor gave to a specific project you’ve made available through your Cause Profile, it will be indicated here.
- Donation Date: The date the original donation was made.
- Donor Information: Companies and donors expect Benevity to manage their confidential information stringently. Donors are able to choose the level of personal detail that they make available along with their donations. They may choose to include their first and last name, email and mailing address. Or they may donate anonymously and only provide their ZIP/Postal Code, in which case “Not shared by donor” will appear in the column.
- Comment: Donors can choose to provide comments along with their donations, which will be listed in this field.
- Transaction ID: This is the unique identifier for the donation transaction in the Benevity system.
- Donation Frequency: Indicates whether the donation was one-time or a recurring donation.
- Currency: Currency applicable to the original donation
- Remote Project ID: This field will only apply to specific projects. If this column is blank, please disregard.
- Source: This field will indicate the method that the donor used to make their donation (ex. BlueSnap, gift card, or straight donation).
- If the Source shows My Rewards, this means these are corporate funds donated as chosen by the donor. These are not eligible for a match and donors are not provided tax receipts for this.
- Reason: This field will contain more detailed information on how a donation was made (for example, if the donation was made from a donor’s payroll or for a donor’s match). If this column is blank, please disregard.
- If the Reason shows Anonymous Donation, this means the donation was made through a Community Impact Portal and was not by an employee of the company listed, it was just processed through their website.
- Total amount to be acknowledged: The actual donation made by your donor. This is also the amount to thank your donors for, if you provide thank you letters or acknowledgments.
- Match Amount: Any matching gifts applied to the original donation
- Cause Support Fee: This fee is a variable percentage charge based on the cost of vetting the program eligibility of the cause, collecting and processing donations, disbursing funds and preparing donor receipts and cause reporting.
- Merchant Fee: This fee applies to the costs associated with processing credit card, PayPal or similar transactions. The fee can vary based on the payment card type or process used to complete the transactions and is typically less than 2.5%.
- Manual Check Fee: This fee applies to disbursements paid by check in North America. After an organization receives three manual checks, there is a mandatory 7% fee per disbursement, with a minimum fee being $25.00 and a maximum of $100.00. We encourage North American non-profit organizations to receive their disbursements electronically so they can access funds faster and avoid these check fees. This fee does not apply to countries outside North America, where all disbursements are made electronically.
A Note About Fees and Acknowledgements
The tax receipts donors receive from Benevity and our disbursing partners are for the donation amount before merchant or other fees. If you are reaching out to your donors with acknowledgments, please keep in mind that they are expecting to be thanked for the full donation amount.
We recommend that you apply fees equally across donations and matches if you encounter a line indicating both a donation and a match. If a client wants fees to be applied differently across donations and matches, this will be indicated in the “fee comment” column.
Understanding Donation Sources
The donation funds that your organization receives via the Benevity platform typically come from one or more of the following sources:
- Donations. Funds donated by individuals using one of our client company’s giving sites, usually as part of a workplace giving or volunteering program.
- Matching. Matching amounts added by client companies to individual donations.
- Grants or corporate donations. In addition to individual donation and matching, Benevity provides software solutions that enable our clients to manage their corporate grantmaking programs. On the report, a grant payment will include the project name, a grant reference number, and any additional notes the company may have left for you. Corporate donations are funds donated by a client that are not tied to a grant. These can appear as a donation with the source 'Corporate Grant' the reason 'Corporate Donation.'
- Gifts of securities. Donations made through the Benevity platform in which an individual has instructed Benevity to liquidate a personal security and then disburse the cash value of that security to a recipient organization.
- User portfolio donation. These are donations made by a donor through a Giving Opportunity, which means that an employee or client has created a giving opportunity that features your organization (and maybe others) that can be shared amongst employees to donate to.
- BlueSnap. This means it was a credit card donation.
The Detailed Disbursement Report displays in .csv format, which is not optimized for printing purposes due to the multiple columns. You may choose to convert the .csv to pdf to print, but please note that it’s easiest to save the reports to your computer for reference. You can also access the reports from your cause profile at any time.