Donation Management and Reports

One of the most important aspects of online fundraising 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.

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 the information associated with each donation made to your organization through Mightycause.

At the top of the report, you can filter and search for a particular donation or set of donations.

The display defaults to the last 30 days of donations. To adjust this timeframe, simply select the dropdown on the "Time period" filter. Additionally, you can filter by "Campaign type" to see only those donations from a specific event, team or fundraising page.

You can also sort by "Donation type." Using this filter you can group types of donations such as recurring, offline 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 only the most important information. You can download the full donation details as a .CSV file to view fees, address information, custom question answers and more.

Simply select the download icon above your filters.

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

Offline Donations

Offline Donations are added to show your fundraising success outside of Mightycause. Checks, cash, matches, and other types of donations can't be processed through Mightycause, but that doesn't mean that you can't display them. Organizations that are subscribed to either the Essentials or Advanced plans have the ability to display offline donations on the platform through the "Offline Donations" section.

To add an offline donation, select "Add offline donation" in the upper right corner of the page or select the + icon on the dashboard next to the "Offline donations" tab.

The offline donation input box will appear. You will be able to enter key information such as the donor name, email address, the source (ie. cash, check, corporate, match, etc.), and notes about the donation. The information provided will be viewable in the downloaded offline donations report. 

Be sure to click “Complete Donation” to add it to your display!

The External Tracking Id is an optional value that can be provided to assist in reconciling and tracking your offline donations with other internal systems. This can be a string of any characters or text and will be included on your offline donation reporting. Text limit is 255 characters.

Please note, if you would like your offline donation to show on your organization profile page and your page metrics are set to begin calculating on a particular day, be sure the date entered for the offline donation is after the calculation start date. We suggest listing the actual gift date in the Notes section. This way the donation will be displayed on your profile page and the gift information will be held in your donations reports.

If you are subscribed to our Advanced plan you can import multiple offline donations. Learn how here.

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

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

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

To 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 monthly donations right on Mightycause within the "Recurring Donations" section.

Any recurring donations that have been created 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. Also see how many recurring donations are active and how many have canceled.

An exclamation mark (!) next to a donation's Active status indicates the recurring donation is active, but the credit card on file is about to expire. Mightycause notifies donors in order that the card may be updated prior to the next donation. However we recommend directly reaching out to the donor to ensure they update their credit card information.

To review more detailed information on these donations, click the download icon to export this information into an Excel sheet.

Donors can update their recurring donation in 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 plans 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 need. 

Through Status, you can filter your report to show Retained or Not Retained donors. This report can be downloaded as well by clicking the download icon .

You can even send emails to your donors. Select the mail icon on the right 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.

In addition to the list of donations included in the disbursement, this report indicates additional adjustments such as Giving Event prize money, promotional adjustments, etc.

Updating Your Disbursement Method

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 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. 

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.

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 checks are not cashed within their 90-day grace period, they are automatically cancelled.
• 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.