Donation Management and Reports

One of the most important pieces of online fundraising for your organization is being able to track and manage donation information.

As a reminder, you must have admin access to your organization page before you can access the donation information for your organization. Visit www.mightycause.com/nonprofits in order to fill out your claim form and get started!

Once you have admin access, visit your organization page dashboard and click on the Reports section to get started with your donation data on Mightycause. 

Your Reports section is divided up into five areas:

• Donations
• Offline Donations
• Recurring Donations
• Retention
• Disbursements

Donations

With Mightycause’s donation report, you’re able to view all the information associated with each donation to your organization on Mightycause.

At the top of the report, you can filter and search for particular donations.

Please note, the report will automatically display donations from your last 30 days. If you would to adjust the time range, simply select the dropdown on "Time period."

Additionally, you can also filter by "Campaign type" too, to see only those donations from a specific fundraising page or event or team campaign.

 You can also sort by "Donation type," meaning you can filter to show only recurring donations, offline donations or refunded donations. This is useful for accounting reconciliation, and to segment out different types of donors for future appeals.

We’ve simplified the screen view of your donor data to show the most important information, but you can still download the full donation details as a .CSV file to view fees, address information and more.

Simply select the download icon to download your report.

Lastly if a donor needs a donation receipt resent, you can resend the donation receipt by selecting the tool icon next to the corresponding donation.

Offline Donations

Organizations that are subscribed to the Essentials or Advanced plan have the ability to account for offline donations on the platform through the "Offline Donations" section.

To add an offline donation, select "Add offline donation" or select the + icon on the dashboard next to "Offline donations."

When adding an offline donation, you will be able to enter key information such as the donors name, email address, and source (ie. cash, check, corporate, match, etc.)

If there are multiple offline donations you would like to import, you can do so through the Advanced Plan. You learn how to import offline donations here.

At the top of your Offline Donations Report, you can search for a particular offline donation by Date, Campaign Type, or Source.

Once you have entered an offline donation, you cannot go back and edit the donation. If you need to make any changes to an offline donation, you will need to delete the offline donation and create a new one.

To delete an offline donation, select the tool icon next to the corresponding donation:

As well, you can import offline donations from other sources via CSV.

If you would like review more detailed information on these donations, click the download icon to export this information into an excel sheet.

Recurring Donations

Organizations have the ability to manage recurring or monthly donations right on Mightycause by selecting the "Recurring Donations" section.

Any recurring donations that have been set up for your organization, will be listed here.

At the top, you can search for a particular recurring donation by Status (i.e. Active, Canceled), Page Type (i.e. View by Fundraiser, Team, Event), or Search by Donor Name. As well at the top you will be able to see how many active recurring donations you have on the platform and how many recurring donations have canceled.

Please note, if you see an exclamation mark icon (!) next to the Active status, that signifies that the recurring donation is active but the credit card on file is about to expire. We do notify donors of this, however we recommend directly reaching out to the donor to ensure they update their credit card information.

If you would like review more detailed information on these donations, click the download icon  to export this information into an excel sheet.

Lastly, to send an email to a recurring donor select the mail icon on the right hand side.

Donors can update their recurring donation right on their user account. Please direct donors who wish to update their recurring donation to this support article How to Set Up and Manage Your Recurring Donation on Mightycause. 

Retention

Organizations that are subscribed to the Essentials or Advanced plan have the ability to retain and grow their donor base through the "Retention" report section.

This section allows you to export your list of unretained donors, send individual emails, and much more.

At the top of your Retention report, you are able to filter and create the type of retention report you want. 

Through Status, you can pull up whether you want to review your Retained or Not Retained donors.

If you would like review more detailed information on these donations, click the download icon  to export this information into an excel sheet.

Lastly, to send an email to a donor select the mail icon on the right hand side of the corresponding donor.

Disbursements

In the Disbursements section, admins can see all disbursements to date sent to their organization, the status of each disbursement, and the method of disbursement. 

Click on a specific disbursement date to view a more detailed breakdown of the disbursement report.

This report indicates additional adjustments such as Giving Event prize money, promotional adjustments, etc.

Updating Disbursement Methods

You can update your disbursement method under the "Settings" and "Disbursement Settings" section on your dashboard.

If you are looking to update your EFT, head back to your Disbursement Settings and select "Edit" to submit your new EFT information.

While checks are disbursed on the tenth of the month, EFTs are deposited twice monthly: on the 10th and the 25th of the month. 

If you do not plan on setting up EFT, please make sure to re-verify your legal mailing address for checks.

If this address is incorrect, please select "Edit" to revise your address information.

If you are looking to update your legal mailing address, you will need to provide any government document, bank statement or utility bill that lists your correct information. We cannot accept any self-generated documents such as a W-9 form or IRS Form 990.

Please note, check disbursements have a $5 service fee so we highly encourage setting up EFT for your organization.

Re-Issuing Disbursements

If you have not received a disbursement, please first review your Disbursement Report

• If the status of the disbursement reads 'Complete' that means your EFT has processed or your check has been cashed and deposited into your account
• If the status reads 'Sent,' then a check was sent to your mailing address and you are still able to cash that check.
• If the status reads 'Canceled,' then your check was not deposited and will need to be re-issued
• If the status reads 'Canceled-MightycauseReprocess,' then your check has already been re-issued.

If your disbursement has the ability to be re-issued you will see "Request Reissue" at the top of your disbursement.

Once you select "Request Reissue," your disbursement will be re-issued in the next disbursement cycle.

Need Any Help?

If you have any questions feel free to reach out to our support staff at support@mightycause.com.