Engagement module

Donations

Review giving, find donor history, organize deposits and prepare fundraising reports in one clear workspace.

What it helps your team do

See the workspace

Start with a concise giving summary. Trends have exact figures available, and the same section navigation keeps donor, transaction and deposit work easy to find.

Search gifts, reveal additional filters when needed and select eligible contributions across pages for a deposit batch. Access to recording and export actions follows permissions.

Choose a date range or all time, then refine contributions and comparisons. Refunded gifts are excluded from giving totals while donor information and transaction history remain available.

Donations overview with giving summaries and exact-figure disclosures

Screenshots show the approved development build with sample records.

Good to know

Donations shares contact context with the platform and uses the shared Kits for controls, feedback and background work. Viewing, editing, exporting and manager tools have separate permission checks. This page describes the approved development revamp; beta users will complete real-provider and broader accessibility acceptance. It does not announce a production release.

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