Your Charitable Investment Account's transaction history provides a clear window into your giving and investment journey. You can view all transactions into your Charitable Investment Account and Charitable Donations on the Transaction Page in the platform.
Step 1: Navigate to the Transactions Page
Use the left navigation to navigate to the Transactions Page. On this page you can view all transactions in and out of your account. The default view is sorted by most recent transaction.
Step 2: Filter Transactions
You can filter your transaction by:
- Year
- Type
- Status
Step 3: Viewing Transactions
For each transaction, you can view the following information:
- Date of Donation
- Donation Method
- Charity Name
- Description
- Amount of Donation
- Status
Step 4: Understanding Transaction Status
Each Transaction Type will have specific processing statuses. Below is a table to define each.
|
Type/ Status |
Pending |
In Progress |
Completed |
Failed |
|---|---|---|---|---|
|
Funding - Card |
n/a |
n/a |
Account Funded |
n/a |
|
Funding - Bank |
Processing |
n/a |
Account Funded |
Transaction Failed |
|
Funding - Stock |
Processing |
n/a |
Account Funded |
Transaction Failed |
|
Funding - DAF |
Processing |
n/a |
Account Funded |
Transaction Failed |
|
Funding - Check |
Processing |
n/a |
Account Funded |
Transaction Failed |
|
Donation - Direct |
n/a |
|
Payment Cleared (check/ach) |
n/a |
|
Donation - Funded |
n/a |
|
Payment Cleared (check/ach) |
n/a |
|
Investment - Buy |
|
n/a |
Purchase Complete |
n/a |
|
Investment - Sell |
|
n/a |
Sell Complete |
n/a |