> This page is for version v2026-10-01. > For other versions, use one of these documentation indexes: > - v2026-04-01 (default): https://docs.givechariot.com/v2026-04-01/llms.txt > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.givechariot.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.givechariot.com/_mcp/server. # The Donation Object ### Response (200) ```json { "id": "donation_01j8rs605a4gctmbm58d87mvsj", "amount_gross": 25000, "amount_net": 25000, "amount_fee": 0, "currency": "USD", "created_at": "2026-09-25T14:00:00Z", "external_id": "INV-12345", "source_id": "source_01m12tn300eh20gdqscje7s5jw", "individual_gift_amount": 25000, "donation_type": "daf", "frequency": "one_time", "effective_date": "2026-09-24T00:00:00Z", "grantor": { "organization_name": "Fidelity Charitable" }, "created_by": { "name": "Fidelity Charitable" }, "purpose": "Where needed most", "note": "Please dedicate in memory of grandma", "attribution": { "primary_donor": { "full_name": "Jane Rivera", "first_name": "Jane", "last_name": "Rivera", "email": "jrivera@example.com", "phone": "415-555-1212", "address": { "city": "New York", "country": "US", "line1": "123 Main St.", "postal_code": "10001", "state": "NY" } } }, "initiation": { "initiated_at": "2026-09-20T15:04:05Z", "amount_initiated": 25000, "channel": "INTEGRATED", "web_location_url": "https://givebutter.com/example-nonprofit", "dafpay_tracking_id": "L9E182VBGP", "form": "Givebutter", "identifier": "L9E182VBGP", "metadata": { "campaign_id": "spring-appeal" } }, "settlement": { "type": "chariot", "received_at": "2026-09-25T14:00:00Z", "settled_at": "2026-09-25T18:00:00Z", "deposit_id": "deposit_01j8rs605a4gctmbm58d87mvsj" }, "donor_advised_fund_grant": { "donor_fund_name": "The Rivera Family Fund" }, "metadata": { "crm_id": "0035e00000ABCDE" }, "properties": [ { "property_id": "prop_01j8rs605a4gctmbm58d87mvsj", "value": { "type": "text", "text_value": "Fall Gala" } } ], "artifacts": [ { "name": "grant_letter.pdf", "file_id": "file_01j8rs605a4gctmbm58d87mvsj", "created_at": "2026-09-25T14:00:00Z" } ], "linked_objects": [ { "type": "mail_item", "id": "mail_item_01j8rs605a4gctmbm58d87mvsj" } ], "updated_at": "2026-09-25T18:00:00Z", "canceled_at": null, "payment_status": "RECEIVED_IN_CHARIOT", "payment_source_id": "payment_source_01m12tn300eh20gdqscje7s5jw" } ``` ### Schema (`Donation`) ```yaml components: schemas: ExchangeRate: type: object properties: target_currency: type: string description: >- The [ISO 4217 code](https://en.wikipedia.org/wiki/ISO_4217) of the currency the rate converts into, usually USD. value: type: string description: >- The number of units of `target_currency` equal to one unit of the donation's `currency`, as a decimal string. required: - target_currency - value description: An exchange rate from a donation's currency to a target currency. title: ExchangeRate DonationDonationType: type: string enum: - individual - match - daf - other description: |- The kind of gift. - `individual`: a gift from an individual donor. - `match`: a company's match of an employee's gift. - `daf`: a grant from a donor-advised fund. - `other`: any other kind of gift. title: DonationDonationType DonationFrequency: type: string enum: - one_time - recurring description: >- Whether the donor set the gift to repeat. Null when the source didn't report it. title: DonationFrequency Grantor: type: object properties: organization_name: type: string description: The legal organization responsible for issuing the grant or payment. program_name: type: string description: >- A specific program, initiative, or branded offering associated with the grantor organization through which the grant or payment is made. description: The entity responsible for issuing a grant or payment to a recipient. title: Grantor DonationCreator: type: object properties: name: type: string description: >- The name of the person, integration, or application that created the donation. description: Who created a donation. title: DonationCreator DonationRecipient: type: object properties: primary_name: type: string description: The name of the nonprofit recipient, usually its legal name. secondary_name: type: string description: >- Another name for the recipient, such as the name it does business as. address: type: string description: The recipient's address, as a single line. description: The nonprofit a donation was made out to. title: DonationRecipient Address: type: object properties: city: type: string description: >- City, district, suburb, town, or village. Maximum length: 255 characters. country: type: string description: >- Two-letter country code (https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2) line1: type: string description: >- Address line 1 (e.g. street, PO Box, or company name). Maximum length: 255 characters. line2: type: string description: >- Address line 2 (e.g. apartment, suite, unit, or building). Maximum length: 255 characters. postal_code: type: string description: 'ZIP or postal code. Maximum length: 40 characters.' state: type: string description: State, county, province, or region required: - city - country - line1 - postal_code - state title: Address Donor: type: object properties: full_name: type: string description: 'The full name of the donor. Maximum length: 255 characters.' first_name: type: string description: 'The first name of the donor. Maximum length: 255 characters.' last_name: type: string description: 'The last name of the donor. Maximum length: 255 characters.' email: type: string description: 'The email address of the donor. Maximum length: 255 characters.' phone: type: string description: 'The phone number of the donor. Maximum length: 20 characters.' address: $ref: '#/components/schemas/Address' description: The donor information for the transaction title: Donor JointDonor: type: object properties: full_name: type: string description: 'The full name of the donor. Maximum length: 255 characters.' first_name: type: string description: 'The first name of the donor. Maximum length: 255 characters.' last_name: type: string description: 'The last name of the donor. Maximum length: 255 characters.' description: The name of a second donor jointly credited with a gift. title: JointDonor DonationAttribution: type: object properties: primary_donor: $ref: '#/components/schemas/Donor' description: The primary donor. joint_donor: $ref: '#/components/schemas/JointDonor' description: A second donor jointly credited with the gift. description: How the donation is attributed to a donor. title: DonationAttribution PlatformAcceptance: type: object properties: accepted: type: boolean description: Whether the grant was accepted from the platform. expires_at: type: string format: date-time description: The date and time when the acceptance of the grant will expire. description: Information about the acceptance of the grant from the platform. title: PlatformAcceptance DonationPlatform: type: object properties: name: type: string description: The name of the platform. platform_grant_id: type: string description: The identifier for the grant within the platform's system. metadata: type: object additionalProperties: type: string description: >- Additional key value pairs that were passed to the platform during the donation initiation. acceptance: $ref: '#/components/schemas/PlatformAcceptance' description: >- Information about the acceptance of the grant from the platform. This is only present if the platform requires grant acceptance before disbursing funds. description: >- Deprecated. Information about the platform that facilitated the donation. Empty when no platform facilitated the donation. title: DonationPlatform deprecated: true DonationInitiationChannel: type: string enum: - INTEGRATED - UNINTEGRATED description: >- The DAFpay integration channel used to initiate the donation. - `INTEGRATED` - The donation was initiated through an integrated DAFpay instance where the DAF sponsor processes the grant electronically via the DAFpay network. - `UNINTEGRATED` - The donation was initiated through an unintegrated DAFpay flow where the donor completes the grant manually on the DAF sponsor's website (e.g., Luminate Online, standalone embeds). title: DonationInitiationChannel DonationInitiationFrequency: type: string enum: - ONE_TIME - MONTHLY description: Deprecated. Use the donation's top-level `frequency`. title: DonationInitiationFrequency deprecated: true DonationInitiation: type: object properties: initiated_at: type: string format: date-time description: Time when the donation was initiated. Expressed in RFC 3339 format. amount_initiated: type: - integer - 'null' format: int64 description: >- The amount the donor intended to give when they initiated the gift, in minor units of `currency`. This can differ from `amount_gross` if the gift changed before it settled. channel: $ref: '#/components/schemas/DonationInitiationChannel' description: >- The DAFpay integration channel used to initiate the donation. - `INTEGRATED` - The donation was initiated through an integrated DAFpay instance where the DAF sponsor processes the grant electronically via the DAFpay network. - `UNINTEGRATED` - The donation was initiated through an unintegrated DAFpay flow where the donor completes the grant manually on the DAF sponsor's website (e.g., Luminate Online, standalone embeds). web_location_url: type: string description: The URL of the web location where the donation was initiated. dafpay_tracking_id: type: string description: The tracking ID for the donation as generated by DAFpay. form: type: string description: The form where the donor initiated the donation. identifier: type: string description: >- The initiating platform's own identifier for the donation. Use it to reconcile the donation against records in the platform's system. metadata: type: object additionalProperties: type: string description: >- Additional key-value pairs the platform captured when the donation was initiated. frequency: $ref: '#/components/schemas/DonationInitiationFrequency' description: Deprecated. Use the donation's top-level `frequency`. deprecated: true fundraising_platform_name: type: string description: Deprecated. Use `initiation.form`. deprecated: true dafpay_form: type: string description: Deprecated. Use `initiation.form`. deprecated: true dafpay_metadata: type: object additionalProperties: type: string description: Deprecated. Use `initiation.metadata`. deprecated: true description: >- A subhash describing where and how the donation was initiated by the donor before it reached Chariot. title: DonationInitiation DonationSettlementType: type: string enum: - chariot - external description: >- Where the funds settled. - `chariot` — the funds arrived through a Chariot deposit. `deposit_id` and `settled_at` apply. - `external` — the funds arrived outside Chariot's rails, straight to the recipient. title: DonationSettlementType DonationSettlement: type: object properties: type: $ref: '#/components/schemas/DonationSettlementType' description: >- Where the funds settled. - `chariot` — the funds arrived through a Chariot deposit. `deposit_id` and `settled_at` apply. - `external` — the funds arrived outside Chariot's rails, straight to the recipient. received_at: type: string format: date-time description: |- When the funds were received by the recipient. Expressed in RFC 3339 format. settled_at: type: string format: date-time description: |- When the funds became available in the recipient's Chariot account. Only set when `type` is `chariot`. Expressed in RFC 3339 format. deposit_id: type: string description: |- The identifier of the deposit that carried the funds. Only set when `type` is `chariot`. required: - type - received_at description: How the funds moved from the donor to the recipient. title: DonationSettlement DafGrant: type: object properties: donor_fund_name: type: string description: >- The name of the donor's fund at the Donor Advised Fund sponsor, such as the Doe Family Fund. sponsor_grant_id: type: string description: Deprecated. Use `external_id`. deprecated: true organization_name: type: string description: Deprecated. Use `grantor.organization_name`. deprecated: true program_name: type: string description: Deprecated. Use `grantor.program_name`. deprecated: true description: >- Grant details from a Donor-Advised Fund sponsor. The sponsor's name is on `grantor.organization_name`. title: DafGrant CorporateMatch: type: object properties: match_amount: type: integer format: int64 description: >- The amount of the corporate match for the donation in minor units of the donation currency. company_name: type: string description: The name of the company that matched the donation. source: type: string description: The source of the corporate match. program_name: type: string description: Deprecated. Use `grantor.program_name`. deprecated: true description: Corporate match details for the donation. title: CorporateMatch PropertyType: type: string enum: - text - enum - user - boolean - date description: The data type of a property. title: PropertyType PropertyValue: type: object properties: type: $ref: '#/components/schemas/PropertyType' text_value: type: string description: The text value of the property. enum_value_id: type: string description: The unique identifier for the enum value. user_value_id: type: string description: The unique identifier for the user. boolean_value: type: boolean description: The boolean value of the property. date_value: type: string format: date-time description: The date value of the property. empty: type: boolean description: |- Whether the property value is empty. Can use this to unset property values when assigning a property. required: - type title: PropertyValue PropertyAssignment: type: object properties: property_id: type: string description: The unique identifier for the property. value: $ref: '#/components/schemas/PropertyValue' description: >- A property assignment is a key-value pair that is associated with a donation. title: PropertyAssignment Artifact: type: object properties: id: type: string description: Deprecated. The unique identifier for the artifact. deprecated: true name: type: string description: The name of the artifact. file_id: type: string description: >- The unique identifier for the file that the artifact is associated with. created_at: type: string format: date-time description: The date and time when the artifact was created. description: An artifact is a source file that was used to create the donation. title: Artifact LinkedObject: type: object properties: type: type: string description: |- The kind of object. It matches the object's name in the API, such as `grant` or `mail_item`. id: type: string description: The identifier of the linked object. required: - type - id description: A reference to another object connected to a donation. title: LinkedObject DonationPaymentStatus: type: string enum: - INCOMING_TO_CHARIOT - INCOMING_OUTSIDE_CHARIOT - RECEIVED_IN_CHARIOT - RECEIVED_OUTSIDE_CHARIOT - CANCELED description: >- The payment status of the donation. Indicates the current state of the payment lifecycle. title: DonationPaymentStatus Donation: type: object properties: id: type: string description: The unique identifier for the donation in Chariot's system. external_id: type: string description: >- The identifier for the donation as reported by its source, such as the transaction ID. Use it to reconcile the donation in Chariot against the original source donation record. source_id: type: string description: >- The identifier of the [Source](/api-reference/sources) that sent this donation. payment_source_id: type: string description: Deprecated. Use `source_id`. deprecated: true amount_gross: type: integer format: int64 description: |- The total amount of the donation in minor units of the currency. For dollars, for example, this is cents. amount_net: type: integer format: int64 description: >- The amount of the donation that the nonprofit will receive after processing fees are deducted in minor units of the currency. For dollars, for example, this is cents. amount_fee: type: integer format: int64 description: >- The amount of the fee that was deducted from the donation in minor units of the currency. For dollars, for example, this is cents. individual_gift_amount: type: - integer - 'null' format: int64 description: The portion of the gross amount contributed directly by the donor. currency: type: string description: >- The [ISO 4217 code](https://en.wikipedia.org/wiki/ISO_4217) for every amount on the donation. Defaults to USD unless the source reports another currency. exchange_rate: oneOf: - $ref: '#/components/schemas/ExchangeRate' - type: 'null' description: >- The exchange rate used to convert the donation into `target_currency`. Null when `currency` is already the target currency, or when no rate was reported. donation_type: oneOf: - $ref: '#/components/schemas/DonationDonationType' - type: 'null' description: |- The kind of gift. - `individual`: a gift from an individual donor. - `match`: a company's match of an employee's gift. - `daf`: a grant from a donor-advised fund. - `other`: any other kind of gift. frequency: oneOf: - $ref: '#/components/schemas/DonationFrequency' - type: 'null' description: >- Whether the donor set the gift to repeat. Null when the source didn't report it. effective_date: type: string format: date-time description: >- The date of the donation, as reported by the source. Expressed in RFC 3339 format. grantor: $ref: '#/components/schemas/Grantor' description: >- The entity responsible for issuing a grant or payment to a recipient. created_by: $ref: '#/components/schemas/DonationCreator' description: Who created the donation. external_distribution_id: type: string description: >- The platform's identifier for the payout that carried this donation. Platforms such as Benevity batch many donations into one payout, so several donations can share the same value. recipient: $ref: '#/components/schemas/DonationRecipient' description: The nonprofit the donation was made out to, as named by the source. purpose: type: string description: >- A description of the donor's intent for the donation. This is useful to understand how the donor intended the donation to be used. For example, "Where needed most" or "General Operating Support" or "Specific Campaign". note: type: string description: >- An informational note from the donor to the nonprofit about the donation. This may contain a message or other useful information that the donor wants to share with the nonprofit. attribution: $ref: '#/components/schemas/DonationAttribution' description: How the donation is attributed to a donor. platform: $ref: '#/components/schemas/DonationPlatform' description: >- Deprecated. Information about the platform that facilitated the donation. Empty when no platform facilitated the donation. deprecated: true initiation: $ref: '#/components/schemas/DonationInitiation' description: How and where the donor initiated the gift. settlement: $ref: '#/components/schemas/DonationSettlement' description: How the funds are moving from the donor to the recipient. donor_advised_fund_grant: $ref: '#/components/schemas/DafGrant' description: >- Details specific to Donor Advised Fund donations. Empty when the donation did not come from a DAF provider. metadata: type: object additionalProperties: description: Any type description: >- Arbitrary key-value pairs recorded against the donation. Use this for reconciliation data, campaign identifiers, or other integration data. corporate_match: $ref: '#/components/schemas/CorporateMatch' description: >- Details specific to matched donations. Empty when no corporate sponsor matched the donation. properties: type: array items: $ref: '#/components/schemas/PropertyAssignment' description: A list of custom properties for the donation. artifacts: type: array items: $ref: '#/components/schemas/Artifact' description: >- A list of source artifacts that were used to create the donation. These can include the raw source files (PDFs, CSVs, etc.) that were received from upstream platforms or systems. linked_objects: type: array items: $ref: '#/components/schemas/LinkedObject' description: |- Other objects connected to this donation, such as the [Grant](/api/grants) or [Mail Item](/api/mail-items) that produced it. Each entry names the object's type and identifier; fetch the object itself for its details. created_at: type: string format: date-time description: The date and time the donation record was created in Chariot. updated_at: type: string format: date-time description: The date and time when the donation was last updated. canceled_at: type: - string - 'null' format: date-time description: |- When the donation was canceled. If set, the donor's payment did not complete and the recipient did not receive the gift. Expressed in RFC 3339 format. payment_status: $ref: '#/components/schemas/DonationPaymentStatus' description: >- The payment status of the donation. Indicates the current state of the payment lifecycle. required: - id - amount_gross - amount_net - amount_fee - currency - created_at title: Donation ```