Keywords: Donor Impact; Donation Settings; Recurring Donations
Donor Impact is the Better Impact module used to track donors, accept donations, configure donation channels, and manage recurring donations. It brings together both donor profile information (who the donor is) and donation records (what donations they have made), including receipts and recurring subscriptions.
Organisations use Donor Impact to:
collect donations online through the donor interface
record donations manually
receipt and acknowledge donations
manage and track recurring donations
categorise donations by program, source, and type
report on donor activity over time
This article provides an overview of the Donor Impact workflow.
Adding Donors
- Donor Information Form and Adding Donors Manually -
Donors can apply to your organisation by completing a public Donor Information Form, where they provide their contact details and any information you have chosen to collect. When this form is submitted, the donor profile is created immediately (there is no applicant acceptance stage). This means donors can begin donating right away and their profile becomes immediately available for administrators to view.
You can also add a donor profile manualy by going to People > Donors > Add Donor.
See this article for more information.
How to Access and Configure the Donor Information Form
How to Access and Configure the Donor Information Form
Go to Configuration > Recruitment > Application Form Settings
Open the Donor Information Form section (Donor tab)
Add, remove, and structure fields as needed (contact details, additional information, etc.)
Save changes
Copy the link to the Donor Information Form if you want to embed it or publish it externally
Donors apply through this form, and their donor profile is created as soon as the form is submitted.
For details on form structure, refer to our Recruitment article.
How to publish the form externally - Generate a link
How to publish the form externally - Generate a link
You can copy the public Donor Information Form link and:
put it on your website
share it via email
share it on social channels
embed it behind a button
When the donor completes this form → their Donor profile is immediately created.
How to Find Donor Profiles After They Apply
How to Find Donor Profiles After They Apply
Option 1: From the Search bar
On the top right corner → Write the Donor's name (shows up to 10 results; archived donors won't show up)
Option 2: People > Search
Search for the donor by name or other criteria
Option3: Admin Dashboard
From the home page → select the Donor tab on the Admin Dashboard → choose a donor status to see a list
Adding Donors Manually
Adding Donors Manually
Admins can also create a donor directly.
How to add a donor manually:
Go to People > Donors > Add a Donor
Enter the required information
Save
The donor now exists exactly the same way as if they had submitted the form.
See this article for more information.
Donation Configuration
- Programs, Sources, Types and Donor Interface -
Donation categorisation is configured before accepting donations, so that donations can be organised and reported accurately.
Administrators can set up:
donation Programs
donation Sources
donation Types
the customized Donation Interface that donors use, you'll be able to configure:
General Settings
Receipt Settings
Receipt Banner
Receipt Theme
Integrations
Creating Your Donor Programs, Sources, and Types
Creating Your Donor Programs, Sources, and Types
Every donation logged into Better Impact will be associated with a Donation Program, Source and Type.
If you are accepting online donations through Better Impact, donors will be able to review your Donation Programs and select one to make a donation towards. Donations can also be entered manually by administrators. If you have cheques or in-kind donation come through, these can still be tracked within Better Impact.
Donation Program: Where is the donation being directed within your organization?
The program can help describe to the donor the impact their donation will have and will help your financial department track gift designations. Some examples include:
General Donations
Christmas Hampers
New Computers
Donation Source: What is the methodology that brought this donation to your organization?
Some examples include:
Direct Mail
Online
Events
Donation Type: What form was the donation received in?
Some examples include:
Cash
Credit
Tip: Check with your financial department to ensure that the programs, sources and types you create in Better Impact are sufficient for your reporting needs.
Add a new Donation Program
Add a new Donation Program
Go to Configuration > Donations > Donation Programs
Click the [New Donation Program] button near the bottom of the page or click the [+] button to the left of the “Program” list heading
Enter Display on reports as (max 50 characters)
Enter the name of the Program as you want it displayed on your reports
Enter Display to donors as (max 200 characters)
Enter the name of the Program as you want displayed to donors when they are recording a donation (i.e. unrestricted, capital campaign, your specific organization programs, etc)
Tick Active to make the program available
If you ever want to stop using a specific Donation Program but want to keep the data, you can turn it off by making it ‘Inactive’
Optional: tick Recurring donations if this program can be used in recurring giving
Optional: enter a Description (visible to donors)
Optional: enter a Default Donation Amount
Optional: enter Suggested Donation Amounts
enter amount
click Add Suggested Amount
Click Save
Tips
You can change the order in which Donation Programs will display by clicking and holding the [Drag and Drop] button and moving the Program to its new position.
You can make a copy of an existing Donation Program by mousing over the Options icon to the left of the program.
Add a new Donation Source
Add a new Donation Source
Go to Configuration > Donations > Donation Sources
Click the [New Donation Source] button near the bottom of the page or click the [+] button to the left of the “Source” list heading
Enter the name of the Donation Source (i.e. mail appeal, event, grant, etc)(max 100 characters)
Tick Active to enable it
If you ever want to stop using a specific Donation Source but want to keep the data, you can turn it off by making it ‘Inactive’
Click Save
Add New Donation Type
Add New Donation Type
Go to Configuration > Donations > Donation Types
Click the [New Donation Type] button near the bottom of the page or click the [+] button to the left of the “Type” list heading
Enter the name of the Donation Type (i.e., cheque, cash, credit card, etc.)(max 100 characters)
Click Save
View / Edit / Delete Programs, Sources, Types
View / Edit / Delete Programs, Sources, Types
Go to the appropriate list (Donation Programs, Donation Sources, or Donation Types)
Hover over the Options icon beside the item
Select View, Edit, or Delete
Important
If the Donation Program or Source you want to delete has donations or Recurring Donations associated with it, you will have the option of making that program or source inactive. If the Donation Type you want to delete has donations associated with it, you’ll receive a warning that the type cannot be deleted.
Setting Up Your Donation Interface
Setting Up Your Donation Interface
Your Donation Interface controls how donors make online donations through MyImpactPage.com.
This includes:
currency selection
required online donation Source and Type
online payment processing via PayPal and/or Stripe
donation email messages (success / fail)
receipt settings
receipt branding
To configure your donation interface:
Go to Configuration > Donations > Donation Settings
You will see the following top-level accordion panels:
General Settings
Receipt Settings
Receipt Banner
Receipt Theme
Integrations
All online donation configuration is completed within these panels.
General Settings - Basic Configuration
General Settings - Basic Configuration
Go to Configuration > Donations > Donation Settings
Currency
Select a Currency from the dropdown
Select the currency to be associated with donations to your organisation.
Click Save
Charitable Tax ID
Enter the charitable tax ID (max 50 characters)
Enter the tax ID that is associated with your registered charity.
Click Save
Online Donation Source
Select a Source from the dropdown
Please note that you must have created at least one Donation Source.
Click Save
Online Donation Type
Select a Donation Type to be associated with online donations from the dropdown list.
Please note that you must have created at least one Donation Type.
General Settings - Message Settings
General Settings - Message Settings
Also within General Settings — scroll below Basic Configuration — you will find message controls.
Donation Email
This email is automatically sent to your donors after a successful one time donation and for each successful donation from a donation subscription.
One Time Donation Custom Messages
These messages are shown on the screen, after a one time donation.
Donation Success Message / Donation Failure Message
Donation Subscription Custom Messages
This message is shown on the screen, after a donation subscription is successfully set up.
Click Save when done.
Receipt Settings
Receipt Settings
Go to Configuration > Donations > Donation Settings and expand Receipt Settings
Configure receipt content fields:
Charity Name
Enter the name of your charity as it is to appear on the donation receipt (if no value is entered, the name of your organization will be used)
Address
Enter the address of your charity as it is to appear on the donation receipt (if no value is entered, the address of your organization will be used)
Receipt Prefix
Enter the prefix to apply to the number that will appear on the donation receipt (if no prefix is entered, only a receipt number will be generated)
Receipt Signature (Draw or Type)
You can draw or type the signature that will be displayed on a donation receipt
Click on the “Draw” tab to draw a signature with your mouse or with your finger on a touch screen, or
Click on the “Type” tab to type a signature (you can then enter the Name of the person and select the Font Face to be used from the drop-down list)
Signature Description
You can provide further information about the person whose signature appears above. This could include the person’s name (useful if a signature has been drawn), position, or both.
Click Save when done.
Receipt Banner
Receipt Banner
Go to Configuration > Donations > Donation Settings and expand Receipt Banner
Upload or remove receipt banner
Upload Receipt Banner
Scroll down to the “Receipt Banner” section
Click on the [Choose File] button and select your image
Click the [Upload Banner] button.
Your banner will be displayed in the “Current Banner” section directly above
Delete Receipt Banner
Scroll down to the “Receipt Banner” section
Click the [Remove Banner] button
Note
Once removed, banners cannot be recovered from within Better Impact.
Receipt Theme
Receipt Theme
Go to Configuration > Donations > Donation Settings and expand Receipt Theme
Configure:
Font Settings: Select the option you prefer from the available dropdown menu
Color Settings: Colors can be selected from a palette or by entering the specific HEX code
You can also click the blue icon to the right of each option to choose a color from your banner
Click on an area in the banner, and the corresponding HEX code value will be displayed for that color
Click [OK] to use the selected color
Preview the changes at the bottom of the screen
To see your changes immediately, click the [Refresh] button
Once you are happy with your changes, click the [Save] button at the top right corner of the Receipt Theme section. Only one theme can be saved, but it can be cleared at any time (I.e. the [Clear] button), enabling you to revert to the default settings
Click Save when done.
Important
If you choose to clear your branding settings, you cannot retrieve them later.
Integrations
Integrations
Paypal Integration
Paypal Integration
These steps will enable you to connect your Donor Impact account with your PayPal Merchant account, enabling people to make online donations.
Scroll down to the “PayPal Integration” section
Click on the [Integrate with PayPal] button
Click on [Start]. The PayPal login window will display.
Enter your email address and country
Click the [Next] button
Enter your email address once again
Click on [Next] if you have a PayPal ID (or click on [Sign Up] if you don’t have a PayPal ID)
Enter your password
Click on [Log In], if you have a PayPal ID (or click on [Sign Up] if you don’t have a PayPal ID)
Read the PayPal permissions information and click on [Agree and connect] to continue
Click on [Go back to…] to complete the integration (or click on the “Continue to PayPal setup” link to continue setting up your PayPal account)
Stripe Integration
Stripe Integration
Scroll down to the “Stripe Integration” section
Click on the [Start] button
Enter your email address, and click [Continue]
Create a password, and then click [Continue]
Enter a mobile/cell number to receive your confirmation code, then click [Send text]
Enter your verification code sent to you by text.
Store your emergency backup code somewhere safe, then click [Next]
Enter your organization’s information, then click [Continue]
Enter Business details, then click [Continue]
Enter Personal Details, then click [Continue]
Enter bank account information for your organization, then click [Continue]
Enter Customer Support Details, then click [Continue]
Review details, click to edit if needed, then click the [Submit] button once confirmed
Once back to Donation Settings, scroll down to “Stripe Integration” section, an Account ID should be listed
Manage Donations
Donations can be viewed, searched, and managed in one centralized area.
Go to People > Donors > Manage Donations
From here, administrators can:
view all donations
filter or search donation records
open individual donation entries
generate receipts (when needed)
access donation details linked to a donor profile
This is the central location to review transaction history across all donors.
Recording a Donation Manually (Admin Entry)
Recording a Donation Manually (Admin Entry)
Donations can only be recorded within the donor’s profile.
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Donations” tab
Click the [New Donation] button
Enter the following information:
Receipt: Check this box to allow a receipt to be generated for this donation (you can edit the donation later to change the option you have selected)
Name for Receipt: Enter the name of the donor as it should appear on the donation receipt (if a value is not entered, the first and last name of the donor, as it appears in the contact tab, will appear on the receipt)
Donation Date: Enter the date the donation was made (you will see a notification/warning if the date entered is in the future)
Donation Amount: Enter the amount of the donation. At least one digit (even a zero) to the left of the decimal point is required
Ineligible Donation Amount: Enter the amount of the donation that is ineligible. At least one digit (even a zero) to the left of the decimal place is required. This amount must be less than the donation amount.
If a donor receives a gift or “advantage” for making their donation, the value of that portion is deemed the “ineligible donation amount”. For example, if a person donates $50 for a dinner ticket to an event and receives a $10 meal, the ineligible donation amount is $10 since that represents the gift received by the donor.
Advantage Description: Enter the advantage description for the ineligible donation amount
If this donation has an “Ineligible Amount” set, whereby the donor received goods or services in exchange for the donation, then this field can be used to describe the “advantage”
Donation Program: Select a program from the dropdown list (or click the [+] button to add one from here)
Donation Source: Select a source from the dropdown list (or click the [+] button to add one from here)
Donation Type: Select the type from the dropdown list (or click the [+] button to add one from here)
Comments: Optional: Enter comments about the donation
InKind Description: Enter the description of the in-kind donation
In-kind gifts are contributions of goods or services, other than cash grants. Examples of in-kind gifts include goods such as computers, software, furniture, and office equipment, for use by an organization or for special event auctions.
Appraised by: Enter the name of the person who determined the fair market value for an in-kind donation
Appraiser Address: Enter the address of the appraiser
GiftAid (UK only): Select this box if you wish to claim back 25p every time an individual donates £1 to your charitable organization
Click the [Save] button OR Click the [Save and Log Another] button to save the entry and record another donation for this donor.
Generate a Donation Receipt
Generate a Donation Receipt
Important
If the donation was recorded by an administrator, the ability to generate a receipt may not have been selected. In order to allow this, you’ll need to edit the donation and check the box to allow a receipt to be generated. A receipt can always be generated for donations made online by a donor.
Where do you want to do this from?
Donations Tab in a Profile
Donations Tab in a Profile
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Donations” tab
Mouse over the Options icon to the left of a donation
Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom
Select “Download Receipts” from the dropdown menu
Click the [Download Receipts] button
Select “Download Receipt”
Save the receipt to a file
Note
You can also email the receipt to the donor by selecting “Email Receipt” from the list of options beside the donation. You can only email one receipt at a time.
Manage Donations Page
Manage Donations Page
Go to People > Donors > Manage Donations Optional: Apply filters to display the desired donations
Mouse over the Options icon to the left of a donation
Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom
Select “Download Receipts” from the dropdown menu
Click the [Download Receipts] button
Select “Download Receipt”
Save the receipt to a file
Note
You can also email the receipt to the donor by selecting “Email Receipt” from the list of options beside the donation. You can only email one receipt at a time. This cannot be done in bulk.
Reports Tab When Logged on as a Donor
Reports Tab When Logged on as a Donor
When logged on as a donor, click on the “REPORTS” tab
Click on the “Download Receipt” link to the right of a donation
Optional: Select multiple donations by checking the boxes next to each, or “Select All” at the bottom
Click the [Download Receipts] button
Click the “Download Receipts” hyperlink
Save the donation receipt to a file
View Donation Receipts
View Donation Receipts
Donations Tab in a Profile
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Donations” tab
Mouse over the Options icon to the left of a donation
Select “View Receipt”
Optional: Within the pop-up box, click on the “Menu” icon in the top right-hand corner to select options such as “Full screen”, “Print”, etc.
Manage Donations Page
Go to People, then click on “Manage Donations” found in the sidebar under Donors
Optional: Apply filters to display the desired donations
Mouse over the Options icon to the left of a donation
Select “View Receipt”
Optional: Within the pop-up box, click on the “Menu” icon in the top right-hand corner to select options such as “Full screen”, “Print”, etc.
Delete Donations
Delete Donations
Important
Once a donation has been deleted, it cannot be retrieved. You would need to re-record it manually.
Delete One Donation
Go to People > Donors > Manage Donations
Optional: Apply filters to display the desired donations
Mouse over the Options icon to the left of a donation
Select “Delete”
Click the [Delete] button to confirm
Delete Multiple Donations
Go to People > Donors > Manage Donations
Optional: Apply filters to display the desired donations
Check the box beside each donation to delete (or check the “Select All” box)
In the “Choose Bulk Action” dropdown list, select “Delete”
Check the box to acknowledge that the deletion cannot be undone
Click the [Delete] button
Note
In addition to deleting multiple donations, you will also have the option, of sending an email or a text message (if applicable) to the donors associated with the selected donations, in the dropdown list.
Edit Donations
Edit Donations
Go to People > Donors > Manage Donations
Optional: Apply filters to display the desired donations
Mouse over the Options icon to the left of a donation
Select “Edit”
Make the desired changes to the donation:
Receipt number (read only), name for receipt, donation date, amount, donation program, donation source, donation type, comments, gift aid (UK only), appraised by, in kind description, online payment ID (read only), online transaction ID (read only)
Click the [Save] button
Warning: If the Donation Program is updated here, it will only affect the selected donation entries. Future recurring donations will be donated to the program that the subscription is currently associated with.
To change the program that future donations are attributed to, update the Donation Program for the recurring donation subscription on the Manage Recurring Donations Page or within the Donor’s profile through Donations >> Subscriptions.
View Donations
View Donations
Go to People > Donors > Manage Donations
Optional: Apply filters to display the desired donations
Mouse over the Options icon to the left of a donation
Select “View” to see all details related to the donation:
Receipt number (read only), name for receipt, donation date, amount, donation program, donation source, donation type, comments, gift aid (UK only), appraised by, in kind description, online payment ID (read only), online transaction ID (read only)
Select “View Subscription” to see the details related to the recurring donations subscription.
Filter Donations
Filter Donations
The Donations tab in a person’s profile, and the “Manage Donations” section in the People >> Donors sidebar menu, enable you to filter for specific sets of donations based on the following filtering options:
Amount: Enter a “From” (minimum) and/or “To” (maximum) donation amount
Entering a “From” amount only enables you to search for donations greater than or equal to that amount
Entering a “To” amount only enables you to search for donations less than or equal to that amount
Entering both a “From” and “To” amount enables you to search for donations between the two amounts
Donation Date: Enter a “From” (minimum) and/or “To” (maximum) donation date
Entering a “From” date only enables you to search for donations on or after that date
Entering a “To” date only enables you to search for donations on or before that date
Entering both a “From” and “To” date enables you to search for donations between the two date
Donation Programs: You can select all active programs or click the [+] button to display and select the desired program(s)
Donation Sources: You can select all active sources or click the [+] button to display and select the desired source(s)
Donation Types: You can select all types or click the [+] button to display and select the desired type(s)
Service: Select the service that was used to created the donation (Stripe or PayPal)
Frequency: Select “One Time Donations Only”, “Subscription Donations Only” or Don’t Filter
Sort By: Select the desired sort criteria from the dropdown list (donation date ascending/descending, donation amount ascending/descending and last name, first name)
Page Size: Select the desired page size from the dropdown list (25, 50, 100)
Once you have set your desired filters, click the [Search] button.
Donation Subscriptions
Recurring Donations allow donors to schedule ongoing contributions (e.g. weekly, monthly, quarterly). Each subscription creates donation transactions automatically on the specified schedule, and these donation transactions appear in People > Donors > Manage Donations as they are processed.
To manage recurring donation subscriptions:
Go to People > Donors > Manage Recurring Donations
From here you can:
view all active and inactive recurring donations
open a subscription to view its details
edit the subscription (amount, frequency, next donation date)
pause or stop a subscription
review past generated donations from that subscription
correct or modify just one individual recurring donation instance if needed
Edits to the subscription apply going forward.
Edits to a single transaction only affect that specific donation record.
Recurring subscriptions are frequently used when donors want to “set it and forget it” — for example, monthly giving towards a Program.
Allow Your Donation Program to Receive Recurring Donations
Allow Your Donation Program to Receive Recurring Donations
Recurring Donations allow Donors to set up a subscription to a Donation Program of their choice. This monthly subscription will automatically donate the selected amount once per month on the same day that the subscription was initiated.
Donors will be able to manage their existing recurring donation subscriptions through MyImpactPage.com and MyImpactPage.mobi. Donations cannot be made through the MyImpact app.
Administrators can manage Recurring Donations through the Manage Recurring Donations page. You can also see donations given as a result of recurring donations on your Manage Donations page. New filters have been added here to make it easy to find either recurring donations or one-time donations.
Additionally, the Donation Subscriptions Raw Data Report will allow you to generate reports on these subscriptions.
When creating a Donation Program, you will now see the option to allow the program to accept Recurring Donations. To create a new Donation Program, please see this section.
To allow an existing program to receive recurring donations, please follow the steps below:
Go to Configuration, then click on “Donation Programs” found in the sidebar under Donation
Mouse over the Options icon to the left of the Program
Select “Edit”
Check the “Recurring donations are allowed” box
Select [Save]
By enabling the recurring donation setting, you are giving Donors the option to select either a “one-time” or “monthly” when donating.
Filter Recurring Donation Subscriptions
Filter Recurring Donation Subscriptions
Go to People > Donors > Manage Recurring Subscriptions
The Manage Recurring Donations Page allows you to filter for specific recurring donation subscriptions based on the following filtering options:
Filter Options
Amount: Enter a “From” (minimum) and/or “To” (maximum) donation amount
Entering a “From” amount only enables you to search for donations greater than or equal to that amount
Entering a “To” amount only enables you to search for donations less than or equal to that amount
Entering both a “From” and “To” amount enables you to search for donations between the two amounts
Date Created: Enter a “From” (minimum) and/or “To” (maximum) subscription date
Entering a “From” date only enables you to search for subscriptions created on or after that date
Entering a “To” date only enables you to search for subscriptions created on or before that date
Entering both a “From” and “To” date enables you to search for subscriptions created between the two dates
Donation Programs: Select the programs you would like to include. They are grouped by active and inactive. Use the plus signs to expand those sections if needed.
Service: You can select the payment service that was used to create the subscription, either Stripe or PayPal
Status: Select the status of subscriptions that you would like to view
Select one, multiple or none to include all statuses
Select [Search] to see a list of recurring donation subscriptions that match your chosen criteria.
Edit Recurring Donation Subscription
Edit Recurring Donation Subscription
Go to People > Donors > Manage Recurring Subscriptions
From the Manage Recurring Donations page, you can edit individual subscriptions or apply changes to multiple subscriptions in bulk.
Warning: Editing the Donation Program here on the subscription will cause future recurring donations to be attributed to the new program selected. This will not impact recurring donations that have already been processed.
To change the program that past recurring donations are attributed to, please edit the donation entry on the Manage Donation page.
Edit One Recurring Donation Subscription
Mouse over the Options icon to the left of the Program
Select one of the following options
View Details
Edit
Editable fields include Name for Receipt, Program and comments
Resume
Pause Subscription
Cancel Subscription
Send Email
Send Text Message
Tip
Recurring Donations Subscriptions can also be managed from within a Donor’s profile >> Donations >> Subscriptions Section.
Bulk Update Multiple Donation Subscriptions
Filter for the desired subscriptions to update
Select the recurring donation subscriptions that you want to update
Action: Select the desired action from the drop-down list
Send Email
Send Text Message
Update Program
Cancel Subscriptions
Donor Reports
Donor Reports provide insight into donations by program, source, and type, as well as donation trends and raw data exports. You can also view donor-specific reports from within their profile.
What each Report Provides
What each Report Provides
Report Type | Reports | Description |
Standard Donor Reports | Donations by Program, Donations by Source, Donations by Type | Display and graph donation totals and number of donors, grouped by program, source, or type. |
Donor Trend Analysis Reports | Donations Trend, Donation Meta Trend | Track donation changes over 12–24 months. Includes interactive charting and export options. |
Raw Data Donations Reports | Donations Raw Data, Donation Subscriptions Raw Data | Export donations or recurring donation subscription records. Filter by date, donor status, or subscription status. |
Individual Donor Reports | Summary of Donations, Customizable Raw Data | Accessed from a donor’s profile. Includes lifetime donations, year-to-date totals, and exportable raw data for that donor. |
Standard Donor Reports
Standard Donor Reports
Donations by Program
Displays and graphs the donation amounts and the number of donors contributing donations for each Donation Program.
Donations by Source
Displays and graphs the donation amounts and the number of donors contributing donations for each Donation Source.
Donations by Type
Displays and graphs the donation amounts and the number of donors contributing donations for each Donation Type.
Go to: Reports >> Donor Reports
Select the desired report to run
Donations by Program
Donations by Source
Donations by Type
Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
Select the desired Export File Format
Select the desired Paper Size
Select the Sort order from the dropdown list
Select the Date Range
Click either the [View Report] button to see it on the screen or the [Export Report] button to export
Donor Trend Analysis Reports
Donor Trend Analysis Reports
Donations Trend
Illustrates the change in donation levels (donation amounts, number of donors) over the course of a 12-month period.
Donation Meta Trend
Compares total donations and number of donors along with totals by program, source, and/or type over a custom date range up to 24 months.
Donations Trend
Go to: Reports, then click on “Donations Trend” found in the sidebar under Donor Reports
Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
Select the desired Export File Format
Select the desired Paper Size
Select the Date Range
Click either the [View Report] button to see it on the screen or the [Export Report] button to export
___________________________
Donations Meta Trend
Go to: Reports, then click on “Donations Meta Trend” found in the sidebar under Donor Reports
Select the Start Date and Number of Months
Click the [Filter] button
For this interactive report, you can select components to include in the chart by mousing over the component:
[+] Add to Chart
[-] Remove from the Chart
Click the Chart Options menu icon in the upper right corner to:
Change Chart Type (Line, Column)
Download Chart (PDF, JPG, PNG, SVG)
Click the desired button at the bottom to export your numeric results to either a CSV file or an XLSX file
Tip
You can also click on the [Clear Selections] button to clear your currently selected options and start building your report again.
Raw Data Donations Reports
Raw Data Donations Reports
Donations Raw Data
View donation entries or export to Excel for additional filtering or manipulation.
Donation Subscriptions Raw Data
View donation subscriptions or export to Excel for additional filtering or manipulation.
Donations Raw Data
Go to: Reports, then click on “Donations Raw Data” found in the sidebar under Donor Reports
Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
Select the desired Report Settings:
Donation Date (from/to date range when the donation was made)
Date Created (from/to date range when the donation was entered)
Sort (donation date ascending/descending, donation amount ascending/descending, donor name)
Export File format (XLSX, XLS, CSV, TXT)
Select the desired Columns to Include:
Basic Fields: information about the donation
Audit Fields: information about when the donation was created and by whom
Data Link Fields: information about the donation needed to link data in this export with a donor profile export
Optional: Click [Save This Report], to name and save your report for future use
Name the search (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export
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Donation Subscriptions Raw Data
Go to: Reports, then click on “Donation Subscriptions Raw Data Report” found in the sidebar under Donor Reports
Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
Optional: Select Date Created date range
Optional: Select the Status of the subscription
Select the Sort order from the dropdown list
Select the desired Export File Format
By default, we have selected the most commonly used columns in an export.
If not visible, click the [+] in the “Columns to Include” header to view and change selections
Optional: Click [Save This Report], to name and save your report for future use
Name the report (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Subscriptions] button to see it on screen, or the [Export Subscriptions] button to export the file.
Individual Donor Reports
Individual Donor Reports
Finding the Donor
You can write the user's name in the quick search bar:
Tip
The search bar will only give you up to 10 results and will not show you archived volunteers.
If you want to report on an archived donor or run a more specific search, you'll need to search on the People menu.
Go to People >> Search;
Select the Module and Statuses you want to include;
Optional: Add a Search Criteria;
Click Search
Summary of Donations
Open the Donors' profile
Click on the “Reports” tab
Click on the “Reports” sub-tab
The “Summary” section shows the donor’s “Lifetime Donations”, donations for the current year, and identifies the year they first donated
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Customizable Raw Data Donations Reports
Open the Donors' profile
Click on the “Reports” tab
Click on the “Raw Data” sub-tab
Scroll down to the “Donations Raw Data” header
Optional: enter the Donation Date and/or Date Created
Select the Sort order from the dropdown list
Select the desired Export File Format
Click on the header “Columns to include” to select what information to include in your export. By default, we have selected the most commonly used in an export
Optional: If you typically run a donation export with these column selections, you can make them your defaults for the next time you run this report by selecting the checkbox
Click either the [View Donations] button to see it on the screen or the [Export Donations] button to export
Recurring Donation Technical Support
Warning: Do not remove the payment integration from within your Stripe or PayPal account without first following the removal steps shared below.
Doing so will result in administrators being unable to manage subscriptions through Better Impact (i.e. cancel subscriptions). Any active subscriptions in the account at the time of the removal will continue to be processed by the payment processor (PayPal or Stripe) and will be moved to the status of ‘Disconnected’ within Better Impact.
If this occurs, donations processed after the removal of the integration will not be recorded in Better Impact, even if the integration is re-instated in the future.
Please read this page in its entirety before removing any payment integrations.
For PayPal
For PayPal
If the integration is re-instated and a recurring donation subscription receives a payment or changes state, our system will be told by the payment processor, and the payment will be recorded in Better Impact.
Donations cannot be made to ‘Paused’ or ‘Disconnected’ subscription. Once a payment is made, the status of the recurring donation subscription will be changed to ‘Active’.
If multiple Better Impact sub-accounts are connected to the same PayPal account, removing the integration from PayPal’s end will result in the removal of that integration for all organizations that use the same PayPal account.
For Stripe
For Stripe
If the Stripe integration is re-instated, it will not be possible to recover disconnected subscriptions in Better Impact (as is possible with PayPal). These disconnected subscriptions will need to be managed within Stripe moving forward.
Removing Integrations that have Recurring Donations
Removing Integrations that have Recurring Donations
PayPal
PayPal
This process has 3 steps:
Cancel all the existing recurring donations for the integration (PayPal). This can be done in bulk through the Manage Recurring Donations page. On this page you can search by the service (PayPal or Stripe) that was used for the subscription.
Deactivate the integration within Better Impact on the Donation Settings Page. You will receive error if Step 1 is not completed. All recurring donations must be cancelled before you are able to remove the payment integration.
Go into the PayPal dashboard for the account that was integrated and remove the permissions for Better Impact.
If the PayPal account is currently used for another Better Impact account, do not complete this step as it will remove the integration from that account(s) as well.
PayPal has a 3-step removal process as there is no way for Better Impact to communicate with PayPal to remove the permissions in the third step of the process.
Stripe
Stripe
This process has 2 steps:
Cancel all the existing recurring donations for the integration (Stripe). This can be done in bulk through the Manage Recurring Donations page. On this page you can search by the service (PayPal or Stripe) that was used for the subscription.
Deactivate the integration within Better Impact on the Donation Settings Page. You will receive an error if Step 1 is not completed. All recurring donations must be cancelled before you are able to remove the payment integration.
After steps 1 & 2 are completed, Better Impact will communicate with Stripe to remove the integration as the final step. No action is required from within your Stripe account.
How to Handle Different Currencies
Within your Donation Settings (Configuration >> Donation Settings), the currency for your Organization can be selected.
Once a donation is made in that currency, you will not be able to change this setting.
Below are some considerations for setting up your PayPal and Stripe accounts to accept the currency that you have selected for your organization in Better Impact.
PayPal
PayPal
If you do not have a PayPal balance for the currency selected in Better Impact and do not have settings selected for what to do this scenario, donations will be “unclaimed” within your PayPal account. You will need to go into your PayPal account to determine what happens with this money.
Once these changes are made, the money may be in a “held” state. Recurring Donations in this state will not show up in Better Impact until they exit that state. Single donations in this state will show up as a donation in Better Impact, but if they are in the “unclaimed” state for 30 days, they will be refunded to the donor and removed from Better Impact.
To avoid donations ending up in the “unclaimed” or “held” state, please ensure you do not have differing currency settings between PayPal and Better Impact.
If you must have differing currencies, the best option is to set the necessary settings up before this happens. They can be accessed from your PayPal home page, under account settings in the top right menu >> Payment Preferences. Next, click on the update link to the right of “Block Payments”. The top category is the setting that should be considered, whether or not to accept differing currencies, and what to do with them.
Stripe
Stripe
In Stripe, any differing currency is automatically converted to the currency of the Stripe account.
Donor Impact brings together donor profiles, donation intake, categorisation, payment configuration, receipts, recurring giving, and reporting into one unified workflow.
With these settings and tools in place, organisations can offer donors a smooth online giving experience, while maintaining clear and accurate donation records for internal tracking and financial reporting.