Note: This article is written for Giving Day hosts. If you are a participant or supporter of a Giving Day, this article may not pertain to your efforts.
This article will walk you through how a Donor Advised Fund gift appears on your partner dashboard, what you can do with the information to verify and manage the funds internally, as well as how you can use the platform to manage the current status of the funds.
Step 1: Navigate to your Partner Dashboard
Log in to www.givegab.com and navigate to your Partner Dashboard by clicking on your Giving Day.
Step 2: Navigate to the Donation Report
From the sidebar, select the "Donations" dropdown, then click "Donation Report". Here, you will be able to see all donations and DAF distributions from your Giving Day in real time. To view only DAF distributions, filter by the donation type, "Offline - Donor Advised Funds." Note: DAF distributions are treated as offline gifts in our platform, as there are no electronic funds being processed through our payment processor.
Step 3: Download a report of distributions for internal review
Select the "Actions" button to the right of the filters, to be emailed a link to download an up-to-date CSV file of your existing DAF distributions. If you only want to download DAF donations with a particular status, you can use the "Any Release Status" filter pictured above before you select the action to download your CSV. Statuses will be explained a bit later in the article!
Step 4: Update distribution statuses
Once your team has completed its internal verification process for your select distributions, you can update the status of these distributions. Select the dropdown available in the "Status" column to change your desired distribution's status.
Note: Status changes are immediate and can be changed at any time. If you accidentally selected the wrong status, you can rectify your mistake immediately, and the appropriate updates will be made. For example, if a gift was accidentally released, you can switch it back to Approved or Pending, and it will no longer show in profile or Giving Day stats, as well as reports.
Available Approval Statuses:
Pending: All DAF distributions are immediately set to "Pending". This typically means the gift is awaiting or under review. Pending distributions only appear in your Partner Dashboard and are not visible to the public or nonprofits. They do not yet contribute to Giving Day stats.
Approved: Distributions with this status have been verified and approved internally, and are awaiting release. This status is most often used if your DAF distributions are coming in before the Giving Day, and will be going through an extended period of review. Approved distributions only appear in your Partner Dashboard, and are not visible to the public or nonprofits. They do not yet contribute to Giving Day stats.
Ineligible: A distribution can be marked as ineligible if it did not pass internal review, and you do not wish to use the "X" Actions button to delete it completely from the Giving Day. Some reasons to use this status: insufficient funds, a DAF distribution was made in error, or the DAF distribution was canceled by the donor. Ineligible distributions only appear in your Partner Dashboard and are not visible to the public or nonprofits. They do not contribute to Giving Day stats.
Released: A released distribution is now public-facing. The dollar and donor count for both the Giving Day and the recipient nonprofit profiles will update accordingly. Nonprofit donor reports will now reflect this distribution. The anonymity settings chosen by the fund holder when they made their gift will be applied, and the timestamp of this distribution in the nonprofit reports will show the date/time the distribution was made by the donor, not when it was released.