In the 'Donations & Transactions' section of your Partner Dashboard you may notice that the type of some of your donations is Portfolio.
A Portfolio allows a donor to make donations to multiple charities, in a single transaction, and receive one tax receipt. You can see how mycause Portfolio donations work here.
This feature is very popular during the end of the financial year, when donors wish to support many charities, but get one receipt for their tax return.
A Portfolio is one single donation tax-deductible donation to the My Cause Gift Fund (MCGF). MCGF will disburse funds to the beneficiary charities according to the donor's wishes. Learn more about MCGF here.
Because a Portfolio is a donation to the MCGF, the funds will be disbursed from MCGF not mycause. Portfolio receipts will begin with the letters MCGF
To download a report of your Portfolio donations, select the report type called 'My Cause Gift Fund - donation & commission report'. This report is a spreadsheet that contains the information of the donor who made the Portfolio donation, and the amount that they have allocated to your charity.
The 'My Cause Gift Fund - monthly invoice' report type is a PDF invoice containing the lump sum amount that will be remitted to your bank account from the MCGF Public Ancillary Fund.
PLEASE NOTE: mycause and MCGF payouts happen on different days, you will receive two separate deposits to your bank account.