You might not have kept track of your generosity throughout the year, but we did! In the User Portal, we maintain a record of the last three years of your donations through Give Lively technology. Plus, you’ll find your annual tax summary for when it’s time to file your taxes. 

How to view donation history

View three years of donation history

To view three years of donation history starting from the current year, including the amounts donated:

1. Log in to the User Portal.
2. Select “Payment History” in the left-hand navigation. By default, payments from all three years are listed by date, with the most recent payment at the top. (To change how they are listed, see directly below about how to sort payments by date.)
3. To view the payments made only in one year, select that year from the options listed directly above “DATE”.

Sort donations by date

• Click on the word “Date”.
• To change the order of information, click on the small green arrow next to “Date”. If the arrow is pointing down (this is the default), the newest payment will appear at the top of the list.  
• To view the payments made in a specific year only, select that year from the options listed directly above “DATE” or “View All” to see them all.

How to view a list of recurring donations

Follow the instructions here to view a list of recurring donations. 

How to view an annual tax summary

To see an annual summary of the tax-deductible donations you made to nonprofits through the Give Lively fundraising platform:

1. Log in to the User Portal.
2. Follow the link from the two easy-to-see "Now Available: Your [year] Tax Summary" call-outs (see example below). The first is on the main landing page after you log in; the second is at the top of the "Payment History" page. Learn more about the annual tax summary.

How to view receipts for past donations

1. Log in to the User Portal.
2. Select “Payment History” in the left-hand navigation. This will pull up a full history of payments, sorted by date. Each payment includes the amount donated.
3. Select “View Receipt” of the desired donation to open a receipt for that donation.

What each receipt contains

Each viewable receipt includes the following information:

• date - the day, month, year and time the payment was processed. The time is in UTC, unless you have set a local timezone on the “General Information” page.
• Order ID# - a unique identifying number assigned to a payment
• your name
• your email address
• status - a confirmation that the payment is “Pending” (yellow), “Complete” (light gray), “Refunded” (light gray) or “Failed” (red).
  + Bank transactions may be listed as “Pending” while the bank approves the transaction. Additionally, if a donation refund is requested but not complete, the status will be “Pending” and the requested refund will show in the refund section on the receipt. Once the refund is complete, the order payment status will once again show as “Complete” for partial refunds and “Refunded” for full refunds.
  + To enquire about a “Failed” status, please contact our customer support team. 
• “Item” column - an explanation of the payment(s), including the donation/contribution details (see more below) and, when purchasing tickets, the unit price of each ticket and the number of tickets purchased at that price. 
• “Beneficiary” column - the nonprofit that the donation was made to and its EIN. This includes refund information, if applicable, in the format of “Refunded on [date].”
• “Amount” column - the amount of the donation, event transaction and/or voluntary contribution. Includes refund amount, if applicable. 
• Voluntary Contribution - if there was a voluntary tip made alongside the donation, it will be listed here. Donors can make a voluntary tip (not tax-deductible) to Give Lively and join forces with our founder-funders in supporting the nonprofit community. 
• Total - the total paid
• Payment method - identifies which payment method you used

Additional sections

• Refunds - the information for any part of the donation that has been refunded, mirroring the “Item,” “Beneficiary” and “Amount” columns described above.
• Adjusted Total - the total paid, after any refunds
• Tax Deduction - some items, such as ticket purchases and contributions to Give Lively, are not tax-exempt. This receipt section shows the tax-deductible total.

Detailed note about the ITEM section

This may include several descriptive lines, depending on the transaction types:

• For events, under the “Event Transaction” heading:
  + purchases at each ticket tier are listed separately
  + “Additional Donation” includes any extra donation made in the “Make a Donation” field on the event form. The “Additional Donation” will be included in the “Total”.
  + “Covered Fee” shows the amount you added to cover payment processing fees.
• For all other donations, under the donation heading
  + either “Monthly Donation” or “One-Time Donation” is detailed
  + additional optional selections made during the checkout process are also indicated, if applicable, including (1) dedication information (“In Honor Of…” or “In Memory of…”) if the donation was in memory/honor of someone and (2) “Your name will not be displayed in public” if donation was made anonymously
  + “Covered Fee” shows the amount you added to cover payment processing fees.
• Voluntary Contribution - if selected at checkout, the amount of the tip given in support of Give Lively.

About saving receipts

At this time, there is no option to download the receipt, but we are actively working on adding this feature. If a copy is urgently needed, it can be printed out.