This hub includes everything finance teams need to manage, track, and reconcile giving through Millie. From understanding how donations flow, to wallet funding and monthly match processing, this resource helps keep everything organized and audit-ready.
🧾 What Finance Teams Can Expect
- Monthly Disbursements via Donor-Advised Fund (DAF):
- Match Processing & Fee Coverage:
- Real-Time Transaction Visibility:
- Exportable Reporting:
- Company Wallet Flexibility:
- Audit-Ready Transparency:
All donations, matches, and any fee-covered contributions are batched and disbursed monthly through Millie’s DAF partner, Percent Impact Foundation.
Matches approved during any given month are processed on the 1st of the following month. If your company has elected to cover processing fees, those charges are applied separately—also on the 1st.
Donations, matches, and wallet activity appear in the admin dashboard as they happen, each with a full breakdown of employee name, designation, date, and amount.
Download CSVs of all donation and wallet activity at any time. Reporting can be filtered by date, employee, campaign, match status, and more.
The company wallet powers all gifts, matches, and fee coverage. It provides a centralized view of usage, available balance, and historical transactions - allowing for different payment methods for different progams.
All activity is time-stamped and filterable to support both day-to-day operations and year-end reporting.
🔗 Core Finance Resources
1. How Payments Show Up
A breakdown of how donations appear on your financial reports and how to trace them through Millie.
2. Donation Processing Timelines
Understand what happens from the moment a donation is made to when funds are disbursed to nonprofits.
3. Payroll Giving Overview
If you're using payroll giving, here's how deductions are managed and reported.
4. Company Wallet Explained
Learn how the wallet functions, how to preload funds, how spending is tracked, and how fee coverage works.
💵 What are the Fees?
- Read Millie’s Donation Fees Explained here
✅ Helpful Notes for Finance Admins
- Matches approved in a given month are processed on the 1st of the following month.
- Fee coverage is billed separately, also on the 1st of the month.
- Donations made with gift card balances (Millie wallet) are not match-eligible.
- Donations to Giving Madness brackets are auto-approved for match if enabled.
- Matches under manual review will only process once approved. To ensure inclusion in the monthly batch, approve by the end of the month.
- Wallet balance and donation activity can be monitored in real-time and exported as needed.