Understanding donor reports

Disbursement Terms

Period End Date: Donations made to you via Benevity are aggregated over the course of a month, and the Period End Date represents the date that aggregation closed. Learn more about the disbursement process.

Disbursing Entity: Benevity partners with a global network of foundation partners who aggregate and disburse funds, and issue receipts or acknowledgments to donors. This column also indicates the donor’s currency, which is the same currency reflected in the report.

Payment Method: The method used to send that disbursement: electronic funds transfer (EFT), PayPal, or check.

Disbursement ID: This ID number is unique to each disbursement you receive from Benevity. If your organization is receiving electronic disbursements, this number may be listed in the deposit description of your bank statement.

Downloading your reports

Choose the report you wish to view and select Reports > Download Detailed Report.

The report lists the following information:

  • Company (column A): The corporate client from where the gift originated.
  • Project (column B): If a donor gave to a project published on your cause profile, it will be indicated here.
  • Donation Date (column C): The date the original donation was processed.
  • Donor Information (column D-J): Companies and donors expect Benevity to manage their confidential information stringently. Donors can choose the level of personal information 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 other columns. Learn more about donor privacy.
  • Activity (column K): If a donation is made through a client-created Giving Opportunity, the name of that opportunity will be reflected here.
  • Comment (column L): Donors can choose to provide comments along with their donations, such as a donation designation.
  • Transaction ID (column M): This is the unique identifier for the donation transaction in Benevity’s system.
  • Donation Frequency (column N): Indicates whether the donation was a one-time or a recurring donation. If this field states ‘unspecified,’ it is a one-time donation.
  • Currency (column O): The currency of the donation.
  • Remote Project ID (column P): Displays the project ID, if specified on the project in your cause profile.
  • Source (column Q): The method that the donor used to make their donation. Some common examples are:
    • Payroll: a donation that was deducted from a donor’s payroll.
    • Bluesnap/Cybersource: a credit card or PayPal donation.
    • My Rewards: corporate funds that were seeded by the company to be donated to the donor's chosen cause. These are not eligible for a match and donors are not provided tax receipts.
    • My Funds: a donation was made from the donor’s giving account balance within their workplace program. These could be donor or company funds.
    • Volunteer: the donation currency generated from volunteer rewards.
  • Reason (column R): This field will contain more detailed information on how a donation was made. Some common examples are:
    • User Donation: an individual donor has made a donation.
    • User Portfolio Donation: donations made through a Giving Opportunity, which is an opportunity for clients to feature one or many causes to their employees.
    • Match: company funds for external match requests or volunteer rewards.
    • Anonymous Donation: the donation was made through a Community Impact Portal, which is a public website. Anyone who can access the site can donate, so it may not be an employee of the company listed.
    • Corporate Donation: company funds; either a donation or a grant.
  • Total amount to be acknowledged (column S): The total donation made by your donor. This is the amount to thank your donors for, if you provide thank you letters or acknowledgments.
  • Match Amount (column T): Any matching gifts applied to the original donation.
  • Cause Support Fee (column U): This fee is a variable percentage charge based on the cost of vetting, collecting and processing donations, disbursing funds, and preparing donor receipts and cause reporting.
  • Merchant Fee (column V): This fee applies to the costs associated with processing credit card, PayPal, or similar transactions.
  • Check Fee (bottom of the report): This fee applies to disbursements paid by check in North America. Learn more about receiving donations as a paper check.


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, this will be indicated in the Fee Comment column. Learn more about fees.

Printing Reports

The report is only available in .csv format, which is not optimized for printing purposes due to the multiple columns. You may choose to convert the .csv to pdf before printing, or you can save the reports to your computer for reference. Reports can be retrieved from your cause profile at any time.