Guide to your nonprofit donation statement

Your nonprofit donation statement contains a record of all the donations you receive through ammado - whether they are made on ammado.com, on your own website, through our API or made through a company matching program. You can access your nonprofit donation statement by logging in and clicking the Donations menu. 

Your statement now contains a summary at the top outlining the amount your organization has raised in the last 60 days as well as the number of donations. The currency displayed is the primary currency your organization has chosen to be paid in.

You may then choose to view a more detailed overview section by selecting the down arrow button in the summary. This section opens to provide information on the following three amounts:

  1. Settled: This amount is due to be paid to your nonprofit after EUR 100 or equivalent has been raised  
  2. Paid: This is the amount you have been paid to date 
  3. Total: This is the total when you add the two amounts above

It is important to note that the total raised amount now also includes pending donations and as such the total amount may fluctuate from day to day depending on donations being cancelled, refunded, charged-back and daily currency exchange rates.

Beneath the raised amount and overview is the show donations section. This allows a user to change the 60 day default option to view donations made within different time-frames.

Underneath the overview and  show donation sections the actual donations display - the latest donation displays first at the top. Each donation is summarized to display the date, unique number/id (the "Ref"), the donor name and email address (unless anonymous), the fundraiser the donation was made through (if blank, then the donation was made directly to your nonprofit), the payment method, the amount and the status. A quick donor search option is available above the donations table along with an option to filter the donations. 

If you wish to change the view of the donations, you click the "Filter Donations" option. This displays a range of filters that you can use to analyze your donations - or find certain donations. 

At the top right of the page, an option displays to download your statement. When you download your statement, you can view "all" the information about your donations in your spreadsheet application. The download file will open as a CSV - which is generally opened by Excel. If filters are applied to the page then downloads are affected as well. For example if you filter your statement by pending donations and then download your statement, the file will only display pending donations to reflect the filter applied.

The information presented in the download file is extensive:

Date: The "Date" column displays the date the donation was made - for example 2012-01-20.
Ref: The "Ref" column displays the unique reference number of each donation - this is provided by ammado.
Title: The "Title" column displays the donor's title - for example, "Mr.", "Mrs.". This information may be entered by a donor when they request a receipt. It is not mandatory information so it may be left empty when the statement is downloaded.
First Name: The "First Name" column displays the donor's first name. This may not display if the donor has donated anonymously or is not logged in to ammado (the "first name" is not required to complete a donation).
Last Name: The "Last Name" column displays the donor's last name. This may not display if the donor has donated anonymously or is not logged in to ammado (the "last name" is not required to complete a donation).
Email Address: The "Email Address" column displays the donor's email address. This may not display if the donor has donated anonymously.
Explicitly Requested Email Updates: The "Explicitly Requested Email Updates" column displays if a donor has explicitly granted permission to your nonprofit organization to send them email updates about your work and projects. This permission will display with the donation details when you download your donation statement and will either be "Yes" or "No". If this permission is not explicitly granted, you should not contact the donor using their email address unless you have received the right to do so from another medium or the laws in your country specifically allow it. Please note that all email communications to ammado donors "must" provide an unsubscribe option.
Donation Source: The "Donation Source" column displays where the donation was made - for example, on ammado, on Facebook, through the ammado donations API or through a Giving Widget embedded on another website. If the donation was made on another website, the "Donation Source" column displays the Giving Widget ID. This ID comprises a label describing whether the widget was embedded by a company, nonprofit, individual member or a "guest" (someone who is not logged in on ammado). The second part of the column entry provides the unique ammado identity number of the company, nonprofit, member or guest. For example, the entry may display "Company Widget #1234", "Nonprofit Widget #1234", "Member Widget #1234" or "Guest Widget #1234".
Fundraiser Name: The "Fundraiser Name" column displays the name of the Fundraiser the donation was made through (if applicable).
Fundraiser ID: The "Fundraiser ID" column displays the ID number of the fundraiser the donation was made through (if applicable). This displays as the full website address (URL) of the Fundraiser on ammado.com so you can view the particular fundraiser.
Fundraiser Created By: The "Fundraiser Created By" column displays the name of the person or organization that created the fundraiser (if the donation was made through a fundraiser). In brackets, the entry provides the unique ammado identity number of the company, nonprofit or individual.
Frequency: The "Frequency" column displays whether the donation was made as a "once off donation" or if the donation is set to repeat automatically.
Payment Method: The "Payment Method" column displays whether the donor paid for the donation with an online method (generally a credit or debit card), an ammado donation gift card or through an ammado giving program (matching or batch/spreadsheet program). If an ammado giving program method is used, the name of the company that facilitated the method is also included (for example, the company that issued the donation gift card or is administering the matching program).
Donation Currency: The "Donation Currency" column displays the currency in which the donation is made. This can be in any of over 80 currencies supported on ammado. It displays as a three-character code defined by the International Standards Organization (ISO) - for example, the Euro currency will display as "EUR".
Donation Amount: The "Donation Amount" column displays the amount donated in the "donation currency" (explained above).
Settled Currency: The "Settled Currency" column displays the currency that the "donation currency" settles into. Currencies are "settled" into one of 4 settlement currencies: Euro, US Dollar, Japanese Yen or British Pound. It displays as a three-character code defined by the International Standards Organization (ISO) - for example, the Euro currency will display as "EUR". The "Settled Currency" may be the same as the "payment currency" (explained below) if the nonprofit wishes to be paid in this currency.
Settled Amount: The "Settled Amount" column displays the amount donated in the "settlement currency" (explained above). It is calculated by applying the exchange rate (on the "settlement date") onto the "Donation Amount".
Settlement Date: The "Settlement Date" column displays the date when the the "settled amount" was calculated - the exchange rate applied to the original "donation amount" is from this date.
Ammado Fee: The "Ammado Fee" column displays the amount charged by ammado for this donation. It is set at 5% for each donation.
Partner Fee: The "Partner Fee" column displays the amount charged by an ammado partner for a donation. This fee is rarely used and arises only in pre-arranged circumstances for certain campaigns.
Processor's Charge: The "Processor's Charge" column displays the amount charged by the donations processor. This charge can vary depending on the payment card/method used and the location of where the donation was made. For ammado payment methods (for example, donation gift cards) this charge does not apply.
Total Charges: The "Total Charges" column displays the total amount of charges that the donation has incurred. The "total charges" are calculated as the "processor's charge" plus the "ammado fee" and "partner fee". Each type of charge is explained above and may or may not be applicable.
Payable Amount: The "Payable Amount" column displays the amount that can be paid to your nonprofit once all charges are subtracted. It displays in the "settled currency" (explained above). The "payable amount" may be the same as the "paid amount" (explained below) if your nonprofit wishes to be paid in the "settled currency".
Exchange Rate: The "Exchange Rate" column displays the exchange rate used to calculate the paid amount (explained below). The exchange rate is taken on the day the payment is made to your nonprofit.
Payment Currency: The "Payment Currency" column displays the currency that your nonprofit will be paid in. It displays as a three-character code defined by the International Standards Organization (ISO) - for example, the Euro currency will display as "EUR". The "payment currency" may be the same as the "settled currency" (explained above).
Paid Amount: The "Paid Amount" column displays the amount paid to your nonprofit. It is calculated by applying the exchange rate on the day of payment to the "settled amount" (explained above).
Comment: The "Comment" column displays the comment made with the donation by the donor (if any).
Status (Ref): The "Status (Ref)" column displays the status of the donation. Generally, this will be either "Pending" (still being processed), "Settled" ( To be paid out after EUR 100 or equivalent has been raised ) or "Paid". If the donation is marked as "Paid" a reference number - or "Ref" - will display beside it in this column. The "Ref" is the number applied to the payment to allow nonprofits to track which payment contained which donations.
Receipt Requested: The "Receipt Requested" column displays if a receipt has been requested by the donor for this donation. If this is empty, it means the donor has not requested a receipt for this donation. If a receipt is requested and ammado is issuing receipts on behalf of your nonprofit, this row will display "Issued by ammado". If the donor requests your nonprofit to issue them a receipt, the row will display this information instead. 
Receipt Request Date: The "Receipt Requested" column displays the date when the receipt was requested by the donor.
Address 1: The "Address 1" column displays the first line of the address provided by the donor when they request a receipt.
Address 2: The "Address 2" column displays the second line of the address provided by the donor when they request a receipt.
City/Town: The "City/Town" column displays the city or town provided by the donor when they request a receipt.
State/Province: The "State/Province" column displays the state or province of the donor when they request a receipt. This is important, for example, for donors from the United States. This is not a mandatory field for a receipt request so it may be left empty.
ZIP/Postal Code: The "ZIP/Postal Code" column displays the ZIP code (United States) or postal code of the donor when they request a receipt.
Country: The "Country" column displays the country of the donor. This should display for all donors regardless of whether they request a receipt.
Language: The "Language" column displays the language the donor used to make the donation. It displays as a two-character code defined by the International Standards Organization (ISO) - for example, Spanish will display as "ES".
Telephone: The "Telephone" column displays the telephone number of the donor. It may be entered when the donor requests a receipt. This is not a mandatory field for a receipt request so it may be left empty.
Tax Number: The "Tax Number" column displays the tax number of the donor - for example, a social security number or personal identity number that is accepted by the donor's tax authority. It may be entered when the donor requests a receipt. This is not a mandatory field for a receipt request so it may be left empty.
Additional Information: The "Additional Information" column displays any other important information about the donor or the donation. For example, for British donors, they may request Gift Aid to be applied to their donation. Such a request will populate this column in the exported version of the donations statement.

 

 

 

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