Getting started
Finding and managing gifts
The Gifts page and the gift record - searching and filtering, what each status means, editing labels, soft credits, refunds and exporting.
2 min read · Updated November 2, 2026
Giving → Gifts is the ledger: every online gift, recurring charge, hand-recorded check and imported gift, newest first.
Searching and filtering
Search by donor name, check number or exact amount. Filter by date range, Fund, Status and Payment method:
- Status: Counted gifts (the default: succeeded and partially refunded), All statuses, Succeeded, Refunded, Failed / disputed, Pending.
- Payment method: card, Apple / Google Pay, bank transfer, check, cash, in-kind; or by source, recurring charges or imported gifts.
Three totals update with the filter: matching gifts and donors, total given, and net after fees. Filters live in the page address, so you can bookmark a view or send it to a colleague.
Download CSV (shown to anyone with the download-exports permission: Finance, Admin or Owner) downloads the current filter as the Gift detail report. For more columns, grouping or scheduling, use Reports.
Gift statuses
| Status | Meaning |
|---|---|
| Succeeded | Money received (or a check/cash gift recorded). Counted in totals and receipted. |
| Pending | A bank transfer (ACH) that hasn't settled yet; usually a few business days. Not receipted until it succeeds. |
| Failed | The charge was declined or the transfer bounced. Not counted. Recurring failures retry automatically (Failed recurring payments). |
| Refunded | Fully refunded. Not counted; the receipt was voided. A partially refunded gift stays counted at the net amount with a corrected receipt. |
| Disputed | The donor's bank reversed the charge (Disputes and chargebacks). |
The gift record
Open a gift to see:
- Details: date, amount, fund, campaign, appeal, payment method, check number, notes, and the form or import it came from.
- Money breakdown: for online gifts, the amount, any processing fee the donor covered, Stripe's fee, the platform fee, and the net that reached your bank.
- Donor: a link to the record.
- Receipts: the receipt(s) issued, with Resend.
- Thank-you: whether a thank-you was sent, printed or skipped.
- Soft credits: people who influenced the gift without paying it. Add or remove them here; they show in the influencer's history and reports but never on receipts.
- Refund: for online gifts, full or partial (Issue a refund). Needs the refund permission (Finance, Admin or Owner).
Edit (Staff, Finance, Admin or Owner) changes a gift's labels. For hand-recorded gifts you can change anything, including amount and date; the receipt already sent is not reissued. For online gifts you can change fund, campaign, appeal and notes only; the amount and date come from Stripe.
Recording gifts by hand
Record gift at the top of the page (or on the dashboard) takes checks, cash, in-kind gifts and other offline payments. See Record an offline gift.