Donation History
Role: Employee (Payroll Giving)
Portal: Employees portal
Prerequisites: You are signed in as an employee with access to Payroll Giving.
Use My donations to review your previous and ongoing donations. The summary cards show your payroll wallet amount, donation count, active ongoing support, and company wallet contribution for the donations currently shown.
Find donations
- Open Campaigns -> My donations.
- Use the search field to find donations by charitable cause name.
- Use Type to filter one-time, monthly, or automatic donations.
- Use Status to filter pending, invoiced, or rejected donations.
- Select a row to open the donation details drawer without leaving the list.
Donation details
The details drawer shows the donation amount, date, donation certificate action, and sharing options. Opening a current or historical donation certificate displays its PDF in an in-page preview; close it to return to the details. Use General for the current donation information and History to review related status changes when available.
For an editable one-time donation, use Update or Cancel in its row's Actions menu. Update opens the donation form with its current amounts. You can set the Payroll Wallet amount to 0 if another funding source keeps the total donation above 0. Changes are available while the donation status allows them and before the current month's donation lock date. An eligible donation from an earlier month can still be changed; after the lock date it can become editable again in the next monthly window if its status remains eligible. The Edit Donation column shows the lock icon and reason. The details drawer is for reviewing donation information and history.
After an edit changes any funding amount, the donation certificate is refreshed to reflect the current employee, company, and gift amounts.
Gift-funded donations
For one-time donations made with an Employee Gift Wallet balance, the Gift amount column shows the portion funded by your employee gift. It is separate from payroll and company-wallet amounts, so you can distinguish a gift-funded donation from a salary deduction.
If a donation has no assigned gift balance and its gift amount is zero, you can add gift funding from an active Gift Wallet balance in the edit form. After a balance is assigned, you can change the gift amount only through that same balance while it is Active and within its date range; you cannot switch balances. Lowering the amount returns the difference to the same balance, even if it has no remaining funds. If an assigned balance is unavailable, the edit drawer omits the Gift Wallet section and keeps its amount unchanged while other eligible amounts can still change. Cancel is available when the gift amount is zero or its assigned balance is Active and within its date range. When you cancel, the company-funded amount and any eligible gift amount are returned to their balances.