Donation statuses reference
This page lists the statuses and badges you’ll see across the Donations area — on the donations list, a gift’s detail, a donor’s giving, and the donation forms list. Each status is shown with an icon and a word, never color alone.
Donation status
Section titled “Donation status”Where a gift is in its lifecycle. You’ll see it on the donations list and on each gift’s detail.
| Status | What it means |
|---|---|
| Pending | The gift is being paid but hasn’t settled yet. This is brief and clears on its own. |
| Succeeded | The gift settled. A receipt number and receipt are issued. |
| Failed | The payment didn’t go through — for example, a declined card. |
| Refunded | An admin refunded the gift. Refunded gifts are left out of giving totals. |
Thanked state
Section titled “Thanked state”Whether your team has recorded a thank-you for a gift. Filter the donations list by Not yet thanked to see your acknowledgment worklist.
| Badge | What it means |
|---|---|
| Thanked | Someone recorded a thank-you, with the method and date. |
| Not yet thanked | No thank-you is recorded yet. This is a worklist item, not a problem. |
Donation form status
Section titled “Donation form status”The lifecycle of a donation form on the forms list.
| Status | What it means |
|---|---|
| Draft | Set up but not public. Donors can’t find it yet. |
| Active | Live at its public link. Donors can give. |
| Archived | Retired. The public page no longer loads, but past gifts and receipts are kept. |
Anonymous gifts and who sees the donor
Section titled “Anonymous gifts and who sees the donor”A donor can choose to keep their name off any public donor list your organization may publish. This is public-only anonymity — it does not hide the donor from your records.
| Situation | What you see |
|---|---|
| An anonymous gift, viewed by most admins | The donor shows as “Anonymous”, with an Anonymous gift badge. The name, email, and any tribute name are hidden. |
| An anonymous gift, viewed by a reconciliation admin | Finance-role admins who hold reconciliation access — the permission to see who’s behind an anonymous gift — see the real donor and tribute name. The Anonymous gift badge still shows, so you know the gift is anonymous to the public. |
| A member viewing their own anonymous gift | The member always sees their own gift in full, including the amount and dedication. |
There is no button to reveal a hidden donor. What each admin sees depends on their role, and the record shows exactly what your access allows.
Refunds are final
Section titled “Refunds are final”A donation refund reverses the full gift and can’t be undone in the app. The finality is shown before you confirm, so there’s no undo step afterward. A refunded gift is left out of the donor’s giving totals.