Donation and Fee Export

On the "All donations" page, you have the option to filter your donations in a number of ways:

Name, donation ID, or email address
Donation date range
Donation currency
Donation frequency
Donor country
Donor's language
Campaign
Project/allocation
Payment method
Donation sum range

Then, when exporting the donations to Excel, you'll see the full set of information for the set of donations that you're exporting, with a complete breakdown of the fees affecting every transaction Here are the fields and what they mean:

Field	Explanation
ID	The ID of the unique donation
Invoice No.	The number of the invoice that this donation was billed in (*will be added in August 2024).
Date	Date and time (GMT +3)
Method	The donation payment method. This includes Online, Check, Wire transfer, ACH, and more.
Frequency	The frequency of the donation: One-time, monthly, or annual.
Processor	The payment provider that we used to process the donation.
Brand	The credit card brand (ex. Visa, Mastercard, etc.)
Installments	If the donation was made in installments, here we'll show the installment that's being paid out.
Currency	In three letters, like USD or NIS.
Extra donation	With the cover my fee feature, we encourage your donor to increase the size of their donation to help cover the transaction fee. This is the additional amount that we convinced them to leave.
Original sum	The donation sum in its original currency
Sum	Sometimes the donation may be converted into the currency of the Stripe account. This is the sum after conversion.
Total fee	This is the total fee charged by GivingTech and the payment processor. The make-up of this fee is found later on in the export (see below). Note that if you're an Israeli charity, the fee listed here doesn't include VAT.
Net	Sum, less the Total Fee
Exchange rate	If the funds are being converted into NIS, this is the exchange rate applied to the donation.
Converted	Net, multiplied by the Exchange Rate.

Next we'll have the Donor fields

Title	Description
First Name
Last Name
Address 1
Address 2
City
State/Province
Zip/Postal code
Country
Email
Phone number	The phone number is preceded by the donor's country. So if they're donating from the US, the number will be preceded by a 1 (ex. 12125555555) and if from Israel by 972 (ex. 972508800999)
IP address	The geographic location that they made their donation from.
Last 4 numbers	The last 4 numbers of their credit card.
Expiry date	The expiry date of their credit card.
Receipt no.	The receipt number on the donation receipt issued to the donor.
Special receipt no.	Applies to Canada and other countries requiring a set serial number.
Project name	The name of the project that the donor allocated their donation towards.
Dedication	Here you'll see five fields: The honoree name, the recipient name, the recipient's email address, the personal message on the ecard, and the name of the sender.
Donation form name	If the donation was made on a donation form.
Campaign URL	If this donation was made on a campaign page, this is the unique URL of the campaign (ex. https://my.israelgives.org/en/fundme/kibbutzniroz)
Reward	If the donation was part of a rewards campaign, you'll see the reward sum, title, description, and quantity.
GDPR - opt in	For European and British donors - If they opted into GDPR ("TRUE"), you can send them marketing messages. If they didn't, you cannot.
First donation?	If this was the first time that this donor donated to your organization, we'll mark "TRUE".
Custom fields	We'll then show 10 custom fields.

Then we have fields that break down the different parts of the "total fee" from above". The fees are charged based on the "Sum" column.

Field	Description
Credit card fee	The fee charged by the payment processor.
Platform fee	Our platform fee, show as a sum and as a percentage.
Transaction fee	Our per-transaction fee.
PDF receipt fee	For Israeli NGOs, the fee for the PDF receipt document that we issued for you.
Installments fee	For Israeli NGOs, if a donation is made in installments, a 1% installments fee will apply.
Refund fee	If a donation is refunded to the donor, this fee will apply.
Chargeback fee	If the donor is contested by the donor and charged back, this fee is charged by the payment processor.

Then there are some fees that are part of Total fee that may apply if you're an Israeli NGO:

Field	Description
Tip	If the donor left a tip for us which we weren't able to charge as a separate transaction, it'll be included as part of the donation, and then charged here as a fee. So if a donor left a 10 NIS tip on a 100 NIS donation, your donation sum will appear as 110 and then you'll see here a 8.55 NIS fee (which is 10 NIS divided by 17% VAT).
Status 6 supplemental fee	If you received a donation in a foreign tax-deductible currency before you were approved by the foreign partner, this 2.5% supplemental fee will apply.
Membership plan supplemental fee	A supplemental fee will apply if: You receive a donation in NIS but you're on the "Starter" membership plan. You receive a donation in a foreign currency but you're not on the "International" membership plan.
IG account supplemental fee	If you didn't have a payment solution for a particular brand, and you used the IsraelGives account for payments for it.