What information is available in the Giving Basket donor data?

This FAQ addresses Give Lively’s role in processing donations through Charity Navigator’s Giving Basket and may not apply to all Give Lively members.

Giving Basket donor data is available through a secure portal and reports powered by Give Lively. It includes the data detailed below about the lump-sum payments (made by check or by Stripe Transfer) generated by Giving Basket donations.

Through the Giving Basket, a donor may make one or more contributions at the same time (in one single “order”). In the case of multiple donations, they may all be to your nonprofit or to several nonprofits. When a donor makes multiple contributions, even if they are all to your nonprofit, each donation is catalogued as a separate line item in the larger order. (Your donor data reports will always only show donations/line items benefiting your nonprofit, never those of another nonprofit, even if they were made in the same order.)

Line items can vary in amount and frequency, and have different dedications and program designations. Line Items can also indicate financial information such as the gross amount a donor contributed, payment processor transaction fees and any refunds that may have been applied.

There are two levels of data:

  • an on-screen report with limited information
  • a comprehensive CSV file (a plain text “comma-separated values” file) that can be downloaded from the portal.

On-screen report

To see summary on-screen donor data, log in to the portal and click on "Line Items (Giving Basket)” in the left-hand navigation bar. The data on display is as follows (from left to right):

  • Order Date — date and time (UTC) of the donation
  • Full Name — donor’s full name, when not anonymous
  • Email — donor’s email address, when not anonymous 
  • Frequency — frequency of donation, either “one-time” or “monthly”
  • Gross Amount — total donation amount, including the payment processing fee if the donor has chosen to cover it
  • Program Designation — Hot Topic (special cause) for which funds have been earmarked, if so designated
  • Disbursement Method — how the funds were disbursed: “check”, “transfer” or “not yet disbursed”
  • Payment Status — status of the payment: “succeeded”, “pending” or "failed"

Downloadable CSV

To download a comprehensive CSV file of Giving Basket donor data, log in to the portal and follow these instructions. The data contained in the CSV is as follows:

  • Line Item ID — unique alphanumeric identifier for a single line item in an order
  • Order ID — unique alphanumeric identifier for the checkout order, which may contain multiple line items
  • Order Date (UTC) — date and time (UTC) of the donation
  • Full Name — donor’s full name, when not anonymous
  • First Name — donor’s first name, when not anonymous
  • Last Name — donor’s last name, when not anonymous
  • Email — donor’s email address, when not anonymous
  • Donor Mailing Address — donor’s full mailing address, when not anonymous
  • Donor Mailing Street (line 1) — donor’s street address, when not anonymous
  • Donor Mailing Street (line 2) — optional second line of donor’s street address, when not anonymous
  • Donor Mailing City — donor’s city, when not anonymous
  • Donor Mailing State — donor’s state, when not anonymous
  • Donor Mailing Zip Code — donor’s zip code, when not anonymous
  • Gross Amount — total donation amount, including the “Original Amount” plus “Covered Transaction Fee” if the donor has chosen to cover it
  • Original Amount — donation amount added to cart before any “Covered Transaction Fee”
  • Covered Transaction Fee Amount — additional amount added to cart to pay for “Transaction Fee Amount”
  • Transaction Fee Amount — transaction fee charged by third-party payment processor (Stripe/Paypal)
  • Total Refunded Amount — total amount refunded on this specific line item
  • Net Amount — net donation amount (“Gross Amount” minus “Transaction Fee Amount” minus “Total Refunded Amount”)
  • Frequency — frequency of donation, either “one-time” or “monthly”
  • Subscription Item ID — unique alphanumeric identifier for a specific recurring donation
  • Subscription ID — unique alphanumeric identifier for a subscription order containing multiple recurring donations
  • Program Designation — Hot Topic (special cause) for which funds have been earmarked, if designated
  • Dedication Name — name of person to whom donation is dedicated
  • Dedication Email — email of person to receive notice about donation dedication
  • Dedication Type — type of dedication, either “in honor” or “in memory”
  • Receipt Sent Date — date the donation receipt was sent
  • Payment Status — status of the payment: “succeeded”, “pending” or “failed”
  • Disbursement Method — how the funds were disbursed: “check”, “transfer” or “not yet disbursed”
  • Transfer Date — date the Stripe transfer succeeded
  • Transfer Status — status of transfer disbursement: “succeeded”, “pending” or “failed”
  • Payment Platform Transfer ID — unique alphanumeric identifier of the transfer disbursement 
  • Disbursement Account ID — account ID to which funds were disbursed in the payment platform (e.g. Stripe)
  • Check Number — number of the disbursement check mailed by Give Lively Foundation
  • Check Sent Date — date the disbursement check was mailed to the beneficiary nonprofit
  • Payment Platform Donation Date — date the donation payment succeeded within the payment processor
  • Payment Processor — processor of the payment (Stripe/Paypal)
  • Payment Method — method of payment: “card”, “bank”, “google pay” or “paypal”

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