Viewing Your Transactions

The My Transactions page gives you a complete view of your giving journey—from personal contributions to donations, company rewards, matches, and even gifts you have received from others.

It combines what used to be your “My Donations” and “My Credits” pages into one view, similar to a digital banking or payment app. You can filter by transaction type, funding source, and time period to track your giving history or download records for tax purposes.

Before

My Donations Page

My Gifts and Credits Page

After

What You See

• A view of all your giving activity
• Clear labels for each transaction type: contributions, donations, rewards, matches, gifts
• A timestamp, funding source, and status of your donation
• Filters by year, type, funding method, or status

Common Uses

• Confirm that a donation was received and processed
• Track when a Reward was redeemed or a match was approved
• View pending contributions (ex: bank transfers pending successful completion)
• Reconcile with tax documents as needed

Downloading for Tax Purposes

You can download tax receipts for personal contributions via the Download Tax Information section in the upper right corner of your My Transactions page. This includes all personal donations to named charities and undirected contributions to the Account Balance (which generated a tax receipt when you made the contribution).

💡 Pro Tip: Since donations made from the Account Balance are funded by already-receipted contributions, they will not generate a second tax receipt—but will still appear on your My Transactions page for full transparency.

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Have questions about the My Transactions page? Reach out to our team at [e-mail]; we are happy to assist!