Donations

The donations list shows your transactions with the status, amount, payment method, date, supporter, and campaign for each one.

An ≈ symbol before an amount means the donation was made in a currency other than your account base currency. The converted figure uses the exchange rate from the time the donation was created, so it is approximate.

The ↻ column shows the installment number for an installment of a recurring plan.

A heart symbol (♡) at the end of a row marks a tribute donation — one made in honor or memory of someone.

A postal mail symbol at the end of a row marks a tribute whose dedication message the supporter chose to send by postal mail. Fundraise Up does not mail these — your organization sends the physical card or letter, using the recipient address the supporter provided. For how tribute delivery works, see Tributes.

A briefcase symbol at the end of a row marks a donation with an employer match in progress. For how this works, see Employer matching.

A speech bubble symbol at the end of a row marks a donation with a comment from the supporter.

When your account uses subaccounts, an Account column shows which subaccount each donation belongs to.

Donations list

To narrow the list of donations, apply filters from the row above the table:

Click More filters for the rest:

Each donation has a status that tells you where it is in processing:

• Succeeded — the donation processed successfully.
• Scheduled — the supporter has pledged the donation, and it is set to process on a future date.
• Pending — the supporter has created the donation, and it is waiting on the charge attempt.
• Retrying — the first charge attempt did not go through, and another attempt will follow.
• Refunded — the funds have been returned to the supporter, or your organization lost a dispute over the donation.
• Failed — the donation could not process, and the problem was not resolved in the allotted time.

A saved view keeps a set of filters so you do not reapply them each time you open the Donations section. For example, refunded donations from one campaign, or the failed recurring installments you review each week.

To save a view, apply the filters you want to keep, then click Save view and give it a name. The saved view appears as a tab at the top of the page.

Saved views are personal and are not visible to other team members. To share a view with a teammate, copy the URL from your browser address bar and send it to them — the URL carries the active filters, so they open the same filtered list. The view is not added to their tabs unless they save it themselves.

Open any donation in the list to see its full record.

The top of the record shows the donation amount and its ID. Each donation has a unique ID in the format DXXXXXXX — the letter D followed by seven characters. Use it to search for the donation, match records in an export, or reference the donation in a support request. Donations that were part of a multiple designations payment also share a Grouped Donation ID in the format DGXXXXXXX, which ties together the donations made in the same transaction. For how split donations work, see Multiple designations.

The buttons at the top right of the record act on the donation:

• Download receipt downloads the donation receipt as a PDF — for when a supporter asks for a copy for their tax records, or you need one for your own files.
• Offer recurring upgrade invites the supporter to turn a one-time donation into a recurring plan. See Offer a recurring upgrade below.
• Refund donation returns the funds to the supporter. See Refund a donation below.

The Donation section holds the core details: amount, donation ID, status, supporter, campaign, designation, donation date, and frequency. A second date reflects the status — Success date for a completed donation, Failed date for one that did not process, or Refund date and Refund reason once it has been refunded.

When the donation is part of a multiple designations payment, the amount here covers this designation only.

The Payment & fees section breaks down the money behind the donation, so you can see what the supporter paid, what was deducted, and what your organization received:

• Payment amount — the total the supporter was charged.
• Before fees covered — the donation amount before any supporter-covered fees were added.
• Platform fee and Payment processing fee — the Fundraise Up fee and the payment processor fee deducted from the donation.
• Payout amount — what your organization receives after fees.
• Fee covered — whether the supporter chose to cover the fees (Covered) or not (Not covered).
• Effective fee — the combined fees as a percentage of the donation.

The section also records the Payment processor, the Payment method and card details, and a Payment ID that links to the transaction in the processor. When a donation is refunded, this section adds the Refunded amount and any Refunded platform fee.

For how fees are calculated and who pays them, see Transaction costs.

When the donation is an installment of a recurring plan, a Recurring plan section links back to the parent plan and shows its Status, the Total collected so far, the number of Installments, the plan Create date, and the Previous and Next installment dates.

Open the recurring plan ID to manage the plan itself — change the amount, pause it, or cancel it. For the full plan-level view, see Recurring plans.

The Personal information section shows the supporter name, email address, and mailing address when the supporter provided one. A Validated badge means the email address is valid and can receive messages; a Deliverable badge means the mailing address can receive physical mail.

The Tribute section shows whether the donation was made in honor or memory of someone. When it was, it gives the Type, the Tributee's name, and the Sharing choice for how that person is notified.

The Comment section shows any message the supporter left with their donation.

The Source section records how the donation was made and where. Source names the origin — for example, a Checkout Modal, a Campaign Page, Virtual Terminal, or Tap to Donate. URL is the page where the donation happened, and Element is the specific Element the supporter used, such as a donation button. For a recurring installment, the source reflects where the original recurring plan was created. Donations brought over from another system during a recurring migration are marked accordingly.

The Insights section captures the supporter device and location at the time of the donation — IP address, geolocation, browser, device, and operating system.

The UTM parameters section records the campaign tracking values carried with the donation, and the Custom fields section shows any campaign-specific fields collected with it.

The Emails section lists every email Fundraise Up sent about this donation, with the send date, subject, and open status. Open an email to preview it, or resend it to the supporter.

The Transaction history section shows each charge attempt with its date and a link to the payment in the processor. A failed attempt also shows the error returned by the processor, so you can see why a charge did not go through.

The Receipts section lists each receipt issued for the donation — receipt number, amount, donation date, and issue date — and each one downloads as a PDF. A donation that was never charged successfully has no receipt to show.

The Activity section is the audit log for the donation. It records each event — creation, processing, success or failure, tribute and preference changes, edits, and refunds — along with who made the change and through which channel. Expand an entry for the full detail.

When you connect integrations, the record shows a section for each one with its current sync status — for example, Sync active, Sync paused, Sync not activated, or Failed to sync — along with the sync date and a control to sync the donation. A failed sync shows the error returned by the connected system, which helps you tell a data problem in the donation apart from a setup problem in the integration.

For how to connect and manage integrations, see Integrations.

To refund a donation, click Refund donation on its record. The supporter receives the full amount they were originally charged, including any amount they added to cover fees. Fundraise Up returns its platform fee to your organization, but payment processors generally keep their processing fee, so your organization usually bears that cost on a refund.

If the donation was part of a multiple designations payment, a refund cancels all donations and installments from that payment together.

Once a refund is initiated, the donation status changes to Refunded, and the record adds the refund date, amount, and reason. The supporter receives a refund email with a receipt marked as canceled.

For the full refund process — refund reasons, how reasons from the payment processor are captured, and processing times — see How to refund donations.

You can invite a supporter who gave once to convert that donation into a recurring plan, without them re-entering payment details.

This action is available to users with the Organization Administrator role, and only for eligible one-time donations. It does not appear for tribute or test donations, for campaigns that do not offer monthly giving, for some payment methods, or for a donation that has already been upgraded.

Click Offer recurring upgrade to open a window with a personal upgrade link for that supporter. Copy the link and send it to them through your own channel, such as an email, a text message, or your CRM.

Supporters see this page after following a recurring upgrade link

When the supporter opens it, they reach a pre-filled page showing the original amount, campaign, and payment method, where they start a recurring plan in one step. The new plan uses the same campaign as the original donation.

Each donation can be upgraded once, so the action is no longer available after the link is redeemed.

Fundraise Up flags disputes and potential fraud so you can act in time. In the donations list, a flagged donation has its amount highlighted in yellow, and the Disputes & fraud filter under More filters narrows the list to those donations.

On the donation record, a yellow banner explains the warning — for example, that the payment processor suspects fraud — and advises contacting the supporter promptly, since an unresolved fraud dispute can incur a fee. The banner links to the transaction in the payment processor.

There are three warning states:

• Early fraud warning — the payment processor has flagged a possible risk of fraud on the transaction.
• Dispute response required — the payment provider has opened a dispute, and your organization must submit evidence that the donation was legitimate.
• Dispute under review — the payment provider is investigating the dispute.

A dispute is resolved by the payment provider, not in Fundraise Up. If the dispute is won, the donation stays Succeeded, with a warning marker noting the past dispute. If it is lost, the donation becomes Refunded.

A donation that could not be charged shows a Failed status, and its record opens with the error returned by the payment processor — for example, a card decline. The Transaction history section lists each attempt and its error, which helps you explain a failure to a supporter or decide whether to follow up.

You can correct or update a donation after it comes in. Click Edit on the section that holds what you want to change:

• Donation — change the campaign, designation, or fundraiser the donation is attributed to. These changes apply to this donation only.
• Personal information — update the supporter first and last name, email, phone number, mailing address, and employer, set marketing consent, and mark the donation as anonymous or made on behalf of an organization.
• Tribute — set or change the tribute type, the honoree name, the sharing option, and whether the donation amount is shown to the honoree.
• Comment — add or change the message left with the donation.

If the donation is one installment of a recurring plan, an edit applies to that installment only, not to the whole plan.

When a donation belongs to a multiple designations payment, an edit to its shared details applies to every donation and recurring plan from that payment. See Multiple designations.

To pull donation data out of Fundraise Up, use Quick export at the top of the Donations section. Apply any filters first to control which donations are included, then choose the fields to export.

In the export window:

1. Choose CSV or XLS as the file format.
2. Select the fields to include, such as Donation ID, Donation Status, and Donation Date.
3. Drag the field names to set the column order.
4. Click Export donations.

Quick export gives you a file right now. To save a reusable template, schedule deliveries, or build data for reporting and analysis, see Export data from Fundraise Up.