🧾 Giving Accounts

Overview

The Giving Accounts page will show your pre-funded PPGF balance, so that you can ensure your initiatives are funded in a timely manner!

Companies with pre-funded PPGF accounts will be able to view their matched donations, donation credits, and corporate donation transactions all in one place. For more information about how to pre-fund, check out info here.

🗺️ To find the Giving Accounts page, go to the Donations tab > select Giving Accounts.

Account Summary

When you arrive to the Giving Accounts, you will see your account balance for all pre-funded accounts.

• On your Account Summary page, Admins can see transactions grouped by month
  • If a transaction was converted from a different currency than your account balance, the transaction can be expanded to show the conversion rate and original amount.
• Paid transactions are equivalent to withdrawals from the pre-funded account.
  • Paid transactions include payouts for:
    • Matched donations
    • Donation credit
    • Corporate donations
    • Covering fees (if applicable)
• Funding transactions represent pre-funding that you have sent to cover the above.

Totals

Selecting Totals (in line with Date Filter) will show the following:

• Opening balance: account balance at the beginning of selected time frame
• Closing balance: account balance at the end of selected time frame
• Funds received: sum of Funding transactions during the selected time frame
• Funds paid: sum of Paid transactions during the selected time frame

❗ Note: Date Filter will only influence the data in the Totals. Date Filter will NOT impact total balance, or the data visible by month. More advanced filtering and sorting will be available in future versions.

Selecting Totals (in line with month) will show the following:

• Opening balance: account balance at the beginning of the month
• Closing balance: account balance at the end of the month
• Funds received: sum of Funding transactions during the month
• Funds paid: sum of Paid transactions during the month

Drill Downs

Within each month, you can see the exchange rate (if applicable) and fee amounts.

Additional Accounts

Customers may have any of the following pre-funded accounts visible. Note: most customers will only have one PayPal USD Balance.

• PayPal USD Balance
• PayPal CAD Balance
• PayPal EUR Balance
• PayPal AUS Balance
• PayPal GBP Balance
• Network for Good Balance (USD)
• Betterplace Balance (EUR)
• GlobalGiving Balance (USD)
• Admins can see Account Balances in the base currency of the account and in the Admin's preferred currency (based on account preferences.
  • If preferred currency amount is converted from a separate currency, this is an estimate based on current conversion rate and will vary.
• If you have more than one balance, the Giving Accounts landing page will include each account balance, and estimated total balance in the Admin's preferred currency (based on current conversion rate and will vary).
• Selecting an Account Balance from the Giving Accounts landing page will navigate the admin to the Account Summary page.