Read the donations list

Every donation across every source in one place. Filter, sort, and reconcile from a single screen.

The donations list is your unified ledger across Stripe forms, checkout links, NationBuilder sync, Raisely sync, and manually-recorded monetary and in-kind donations. It's the screen you live on during a campaign and the one you reconcile at end of month.

Before you start

You need:

• Any role on your org (VIEWER and above can read the list).
• At least one donation through one of the connected sources, otherwise the list is empty.

The table

Go to Donations. The table shows one row per donation, newest first by default. Columns:

Click to expand

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A donation that came through another organisation's recommendation set can also carry a dispute badge (Payment query, Disputed, Chargeback lost, and so on) when the donor has queried the original payment with their bank — see Dispute status.

In-kind donations — donated goods or services — carry an In-kind badge next to their source. Their amount is the fair value of what was donated. See Add a donation and In-kind donations and compliance.

Filters

The controls above the table narrow the view. Pill filters (Source, Status, Giving, Donation type, Date presets) apply instantly when clicked. The form below them (custom date, amount, revenue code) commits on Apply. Everything stacks: combine them to land on the precise slice you want.

• Source. Two groups after All sources: Together (Form, Link, Recommendation, Manual, Import) for the channels you run through Together, then CRM (NationBuilder, Raisely, CiviCRM) for the systems Together syncs from. Each pill names the channel; the group heading says whose it is. Only sources you've actually received donations from appear, so a group you have nothing from is not shown at all. New connections appear automatically once their first donation lands.
• Status. One pill per status:
  • Confirmed for money that settled.
  • Refunded for a gift returned to the donor, whether you refunded it or lost a chargeback. This is the one pill that reaches gifts the other pills don't: a gift you refunded in full is taken off the default list (and out of every total), so Refunded is where you go to see it.
  • Pending covers BECS / PayTo while the bank network is still processing, plus PaymentIntents that haven't completed.
  • Failed for terminal failures.
• Giving. All giving, One-off, or Regular gift. Regular gift shows the renewals of regular gifts set up through your own Together donation forms. Regular giving that came across from Raisely or NationBuilder is not marked as recurring in Together, so it reads as one-off here.
• Donation type. All, Monetary, or In-kind. Use In-kind to review donated goods and services on their own — for example when preparing the in-kind section of a disclosure return.
• Date range. Pick a preset (Last 24h, Last 7d, Last 30d, This month, This quarter, This year) or enter custom from / to dates. From and to are inclusive and evaluated in your org's timezone.
• Amount. Min and max in AUD. Both ends inclusive. Useful for isolating major gifts or excluding micro-donations.
• Revenue code. Pick a code from your library (autofill suggests codes already in use, with a jurisdiction pill - e.g. Federal or Victoria - and which system the code came from) or type any string for a case-insensitive contains-match. Useful for slicing a campaign tag without touching form configuration.

Reset filters (visible when any filter is active) clears all filters at once.

The summary cards at the top of the page show total amount, donation count, average donation, and your Together regular giving. The first three reflect the current filter set. With no Status pill they count confirmed donations only — the question they answer is "how much have we raised", so pending and failed attempts stay out of it even though the table below shows them. With a Status pill active they sum exactly the rows the list is showing, so filtering to Refunded totals the refunded gifts, and a filter that matches nothing reads $0 rather than leaving the previous figure on screen. When in-kind donations are present, the total card also shows an in-kind sub-line, so the fair value of donated goods and services is visible without being conflated with cash received. The total is gross: money that came back is never subtracted from it, and shows as a refunded sub-line instead when there is any - most of it from partial refunds, which leave their gift confirmed.

Together regular giving is the odd one out: it ignores every filter, because it is a run rate rather than a total for a range. That is why it is drawn differently from the other three - it carries a grey left edge, and an Unaffected by filters chip sits beside the sub-line under the figure. It takes your live regular gifts - active and past-due, not yet ended - normalises each one to a monthly figure (a weekly gift counts 52 times a year, a quarterly one four), and adds them up. The sub-line reads per month, and says how many gifts the figure is estimated from. It counts regular gifts set up through your own Together donation forms only: regular giving in Raisely or NationBuilder isn't marked as recurring in the data Together syncs, so it isn't in this number.

Reading a single donation

Click any row to open the donation detail. You'll see:

• Donor identity (with link to their full record).
• Fee breakdown: the gross amount, the platform fee, and the net amount received. For card payments through donation forms and checkout links, the fee shows as Pending briefly after the charge settles — Together reads it from Stripe automatically, typically within 15 minutes. Once the fee lands, the GST component appears as an "incl. GST" sub-line. A Platform fee type row under the fee names which rate was applied, so a larger-than-usual fee explains itself. Card gifts read Card (Domestic) or Card (International) - an overseas card is charged a higher rate - or plain Card where the fee matches neither. BECS Direct Debit, PayTo and bank transfer read Bank to Bank Transaction with the fee bracket that applied: (up to $250), ($250.01 to $500) or (above $500). A bank-rail gift that reached you through someone else's recommendation set reads Bank to Bank Transaction with no bracket, because the rate was set on their whole contribution rather than on your share of it. The row is left off entirely when Together cannot tell which rate applied - gifts recorded before the payment method was stored, for instance. The fee section is hidden for donations synced from NationBuilder or Raisely, and for manually recorded gifts, where no Together platform fee applies.
• Payment method (card last-4, BECS bank, PayTo agreement, or "Manual").
• Stripe account: which of your connected Stripe accounts the money was paid into, by the name it has in Settings > Stripe. This matters when you run more than one account. A gift through your donation form, checkout link or regular gift names the account it was charged to. A gift that reached you through someone else's recommendation set names the account it was transferred to. The row is left off when Together has no record of the account - manually recorded and synced gifts, for instance.
• Stripe IDs (PaymentIntent, Charge) if applicable, with links into the Stripe dashboard for ADMINs.
• Receipt timeline: when the donation was created, when payment processed, when the receipt email was sent. For BECS Direct Debit donations, a Direct Debit Request confirmation email also goes out as soon as the donor submits the form, before the debit clears.
• Cross-references: the form, link, or import that generated the row.
• Consent: every prompt the form, set or link asked, in the order the donor saw them - the exact wording they read, whether they ticked it (Yes / No), and when it was recorded. Each wording is stored as the donor saw it, so it stays accurate even if you reword the prompt or stop asking it later. When there is nothing to show, the wording tells you why, and there are three of them. On a gift given through your own donation form or checkout link, Not asked on this gift means exactly that - the page had no prompts on it, and nothing is missing. On a gift that came to you through someone else's recommendation set, consent is collected on the recommending organisation's contribution - the donor was asked there, on their page, and you see their answer only for prompts that organisation chose to share with recipients. On anything else - synced from NationBuilder or Raisely, imported from a spreadsheet, or recorded by hand - not asked through a Together checkout: the donor may well have been asked, just not anywhere Together could record it.
• For an in-kind donation: the category and the description of what was donated. A manually recorded donation can be edited or voided from here.
• Change revenue code (Editor and above) on donations Together owns - donation form, checkout link, recommendation-set and imported gifts. The revenue code is what carries the jurisdiction into compliance, so correcting it here re-runs the donor's cap and disclosure checks straight away; nothing else about the donation becomes editable. The code you pick must already be in your library. The panel then tells you what happened: the new code, and - if the gift had already been written back to NationBuilder - whether the NationBuilder copy was updated too, is waiting on a pending write-back, or could not be updated (save again to retry). Not offered for manually recorded gifts (edit those in full) or for gifts synced from your CRM (set the code in the CRM, which then syncs across).
• For a gift given through your own donation form or checkout link, ADMINs see a Refund donation control. It returns the full amount to the donor's original payment method, marks the gift Refunded, and takes it out of your totals and compliance figures. Full refunds only, and there is no undo. See Refund a donation.
• For a NationBuilder-synced donation, ADMINs see a Delete donation control - use it to remove a gift that was deleted upstream in NationBuilder, or to pull an errant import. This removes the donation from Together only; it does not touch NationBuilder, and if the gift still exists there it will not be re-imported.

Sending and resending receipts

For donations where Together sent the receipt (the Together group's Form, Link, Manual and Recommendation sources), the dialog also shows:

• Receipt status. When the receipt was last sent, and how many times in total.
• Send receipt / Resend receipt. EDITOR+ can send a fresh copy — useful when a donor reports they never got theirs, when their email bounced, or when you've corrected a manual gift. Each send writes an audit-trail entry against the donation. There's a per-donation safety cap on resends in a 24-hour window so a stuck button can't spam a donor.
• Preview receipt. Opens the exact email Together would send, rendered against the donation's current data. Use this to sanity-check branding or a fresh manual gift before sending.

Receipts from NationBuilder, Raisely, or imported legacy donations are sent by the source-of-record system, not by Together — the dialog shows that read-only and the send / resend buttons don't appear.

What to do next

• Add an offline or in-kind donation that didn't flow through a connected source: Add a donation.
• Reconcile against your bank by filtering Status = Confirmed and Date = last month, then comparing the total to your Stripe deposits.
• Check what came back by filtering Status = Refunded. It has its own pill rather than sitting inside a settled roll-up, and it lists every gift Together has marked refunded - including the full refunds that are excluded from your totals and from the default list.
• Investigate failures by filtering Status = Failed. A spike often indicates a Stripe Connect issue or a payment-method outage.
• Check donor history by clicking through to any donor's detail page from the table.