Separate a gift from donor-covered payment fees

Use the total gift amount and the donor-covered amount as separate fields. Donor-covered fees are additional money given by the donor; they are not the actual fee deducted by the payment processor.

Export a gift and its covered fee

1. Open Online Giving → Reporting → Custom Reports and choose New Custom Report, or edit an existing layout.
2. In Report Basics, choose Gift Row Report to avoid repeating gift-level values across designation rows. Click Save & Next.
3. In Columns, include donation_id, donation_amount and donor_covered_payment_fee. Column changes save immediately; use Exit when finished.
4. Open Online Giving → Reporting → Donations, choose the date range and gift filters, select the layout under Select your Report, and click Download Report.

For an ordinary one-time gift row, donation_amount includes coverage. Calculate base gift = donation_amount − donor_covered_payment_fee. For example, $103.20 minus $3.20 gives a $100 base gift. To total donor coverage, sum the coverage column once per intended gift/payment. Do not add it again to donation_amount.

In the Gifts API, the total field is value, with donor_covered_payment_fee identifying the coverage component. payment_service_fee is a separate processor-fee field, not interchangeable with donor coverage.

Avoid misleading totals and CRM mappings

• The base gift after removing coverage is not the same as the net bank deposit. Actual processing charges and other settlement items are separate; use deposit reporting to reconcile the bank.
• A Designation Row Report splits donation_amount across allocation rows and can repeat gift-level fee values. Do not apply the gift-level subtraction independently to each split row.
• Recurring commitment totals and individual installments have different scopes. Decide whether you are reporting promised or actually processed dollars and use matching total/fee fields.
• Custom column aliases can rename fields. Confirm the source fields before calculating.
• Agree the destination funds/accounting treatment with your finance team. Do not automatically map donor coverage to a processor-expense account or discard it from the recorded total.

The native Raiser's Edge NXT integration automatically distributes donor-covered fees proportionally across gift splits. A manual CSV subtraction is not a required step for that integration. See NXT fee splits. For third-party import tools such as Importacular, verify that tool's mapping requirements and that split totals reconcile to the intended gift total.