Quick Answer: Donation Settlement Report

Donation Settlement Report is a parent-organization flat export of online gifts with processing fees and payout timing by fund. Reconcile card activity to bank deposits without rebuilding spreadsheets from processor portals. Each row ties a gift to settlement batches finance expects on the bank statement.

Parent org only; requires Plus or above with online giving enabled. Pair with Donor Reports for donor-facing receipts and Bank Reconciliation Reports when deposits clear. Fund users see gifts in Fund Accounting; this report consolidates across sponsored ministries for fiscal sponsors.

Parent organization only.

Donation Settlement Report

Flat export of online gifts with fees and payout timing for parent-org reconciliation.

Columns Include

Gift amount, fee, and net deposit
Fund and settlement batch identifiers
Payout date for bank matching

Good to Know

Parent organization only.

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