Donation Exports

When you export donation data from your Chariot dashboard, your download will include the following comprehensive structured gift data.

🟤 Donor Information

Column
Example
Notes

Donor Name

Jane Doe

--

Donor Fund Name

Doe Giving Fund

Formerly 'Fund Name'

Donor Email

--

Donor Phone

+1 555-555-5555

--

Donor Address Line 1

123 Sesame Street

Formerly 'Address Line 1'

Donor Address Line 2

Unit 28B

Formerly 'Address Line 2'

Donor Address City

New York

Formerly 'City'

Donor Address State

NY

Formerly 'State'

Donor Address Zip

12345

Formerly 'Zipcode'

🟦 Donation Information

Column
Example
Definition

Donation ID

donation_73b9o338q4o2b

Unique donation identifier from Chariot. Formerly 'Chariot Donation ID'

External ID

243567342

Unique donation identifier from the DAF provider.

Created On

August 17, 2025

Date at which the donation record was created in Chariot's system. Formerly 'Date'

Received On*

August 21, 2025

Date at which the funds for the donation were received.

Gift Amount

$150.00

Total amount donated by the donor. Does not include corporate match amount.

Gross Amount

$150.00

Gross Amount = Gift Amount + Match Amount

Platform Fees

$3.10

Fees charged by the donation platform or third-party processor. Does not include DAFpay fees.

Net Amount

$146.90

Total amount received by your organization, excluding fees.

DAF Organization

National Philanthropic Trust

Name of the Donor Advised Fund provider

DAF Program

JP Morgan Charitable

[If applicable] Sub-organization operating under the umbrella DAF organization

Purpose

Where needed most

--

Note

Great work Susy!

--

Additional Details

Reference Number: 27363

Structured information about the donation that may vary by Payer.

🟣 Deposit Information

Column
Example
Definition

Payer

Fidelity Charitable

Entity that deposited funds into your Chariot Account. Formerly 'Account'. This field may be blank for DAFpay donations from unlinked Payers.

Deposit ID

deposit_bx7enj83sri1l32u32

Unique deposit identifier from Chariot. Formerly 'Chariot Transfer ID'

Deposit Type

ACH or Account Transfer

Method by which funds were deposited into your Chariot Account.

Currency

USD

--

External Payment ID

76258731

Only applicable for DAFpay donations from unlinked Payers. Field is populated if the donation line item was manually marked as 'Received'

External Payment Type

Check

Only applicable for DAFpay donations from unlinked Payers. Field is populted if the donation line item was manually marked as 'Received'

For DAFpay gifts, if the Deposit ID or External Payment ID is empty, it means the donation is still awaiting payment and the funds have not yet arrived.

Previously, DAFpay donations had a status of Initiated (funds not yet received) or Received (funds delivered). To simplify our data model, we now use the presence of a Deposit ID or External Payment ID as the indicator:

  • No Deposit ID / External Payment ID → The gift is initiated (funds pending).

  • Deposit ID / External Payment ID present → The gift is received (funds delivered).

🔶 Additional DAFpay Details

Column
Example
Definition

DAFpay Form

Givebutter

Fundraising platform or donation form where the DAFpay gift was initiated.

DAFpay Frequency

One-Time or Monthly

--

DAFpay Tracking ID

83VE1BID2Y

Unique identifier of the DAFpay donation, used for reconciliation purposes.

DAFpay Type

Integrated or Unintegrated

DAFpay URL

http://donate.pmc.org

Webpage where DAFpay donation was initiated

DAFpay Metadata

formId: 9623328

Additional DAFpay donation information shared specifically by the fundraising platform

🟩 Corporate Match Information

Column
Example
Definition

Company

Google Inc.

Company that provided the matching gift

Match Amount

$250.00

Amount of donation designation as a matching gift (only applicable for Benevity)

Match Source

Payroll

Information about the source of the matching funds

🔺Chariot Workflow Information

Column
Example
Definition

Assignee

Arthur Watts

Team member assigned to the Chariot donation line item

Internal Note

Waiting to hear from donor

Notes added by team members about a specific donation

Reviewed Status

Reviewed

Status indicating whether the donation has been reviewed (only applicable if tags/rules are enabled).

CRM Status

Synced to CRM

Status indicating whether the donation has been synced to the CRM.

Tags

Campaign: Wildfire Relief

Additional data added to the donation (only applicable for Chariot subscription holders).

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