Donor Information for Chapters

Chapters may access donor information for donations received by National (HQ) (not directly at the chapter level) to send a personal thank-you, as desired.

The donor information spreadsheet is located in the same folder as your Chapter Financial Statement: FY26 Donor Information

Important Notes

• This information applies only to:
  • Online donations, or
  • Donations received directly by HQ (e.g., check or ACH).
• Chapters are not required to send acknowledgements for these donations.
  • Online donations automatically trigger a tax acknowledgment.
  • Donations from financial institutions on behalf of donors do not require tax acknowledgment.
  • HQ issues acknowledgements for any qualifying donations of $250 or more.
• Chapters should continue to acknowledge and deposit donations they receive directly and email deposit details to [email protected] for proper posting.

This information is provided solely to support Chapters that wish to send an additional personal thank-you.

Column Definitions

• Entity – Where the donor designated the funds (National or Chapter).
• Name / Personal Email / Number – Information provided by the donor; blank fields indicate no data was supplied.
• Date Donation Made – Date the online gift was submitted (funds disburse approximately 7 business days later).
• Gift Amount – Gross donation amount recognized as revenue. Online processing fees appear as fundraising expenses.
• Fund Description – How the gift is categorized in the financial system.
• Gift Source – How HQ received the donation. Foundation or institutional sources do not require tax acknowledgments.
• Date Posted to Bank and Intacct – Date funds were received and recorded; this may differ from the gift date.

Additional Context

• The spreadsheet reflects only donations flowing through National for your Chapter and is not the complete picture of all chapter activity.
• Timing differences may occur due to processing and posting schedules; both gift and posting dates are included for reconciliation.
• A new tab will be added monthly, typically around the 15th of the following month, once all donations are fully posted and accounted for.