Payouts & compliance
Getting your funds: payout schedules, documents, and verification.
21 articles
- How you receive the money you raiseAn overview of how donations flow from your donors to you, depending on which Pledgix campaign model you're on.
- Compliance documents: what to upload and whyWhich verification documents Pledgix Go and One campaigns need, how to upload them, and what each review status means.
- Setting up your payout methodAdd a bank account, check payee, or eCheck destination so Pledgix knows where to send your disbursements.
- Issuing your own payout checkApproved campaigns can generate a payout check themselves — pick an amount, confirm with an email code, and download the check PDF in minutes.
- Tracking your payoutsFollow every disbursement from scheduled to delivered — payout numbers, statuses, amounts, and the emails that keep you posted.
- How check payouts are deliveredPayout checks arrive as password-protected PDFs by email — here's where to find the password, how to print and deposit, and when a paper check is mailed instead.
- Why some of your funds may be heldUnderstand the payout hold period and reserve on Pledgix Go and One campaigns — what's held, for how long, and when you get it.
- DAF grants and your payoutWhy charity-card money shows as "in transit", when it becomes payable, and how the per-provider breakdown and direct-to-org grants work.
- Connecting your Stripe account (Pro and Political)How Pledgix Pro and Political campaigns link their own Stripe account so donations settle directly with them.
- The payout lifecycle — from donation to deliveredFollow a disbursement through every stage — approval, hold period, creation, and the statuses it passes through on its way to your bank.
- Reading your payout breakdownWhat gross, reserve held, platform fee, and net mean on every payout — plus the balance dashboard that shows where all your money stands.
- Your payout account statementDownload a single PDF with your full payout account — gross activity, exact fees, DAF states, the disbursement ledger, and the walk down to your available balance.
- Preparing for your first payout — a checklistEverything that must be true before your first disbursement, in order — so no step surprises you when the money is ready.
- Reserves — the percentage explained, with examplesHow the reserve works in practice — the default 10% for 90 days, worked dollar examples, and where to see exactly what's held.
- Compliance status transitions — what each one means for your moneyHow your campaign moves between compliance statuses, what triggers each change, and what every status means for fundraising and payouts.
- How do I check my payout status?Open your campaign's Payouts & Transactions tab — the Payout History table shows every disbursement with a live status.
- How do I change my payout bank account?Add the new bank account as a new payout method and set it as the active one — verified methods can only be removed with support's help.
- How do I upload a compliance document?Drag and drop your file into the KYC Documents card on the Payouts & Transactions tab — PDF, JPG, PNG, WEBP, or HEIC, up to 20 MB.
- Why is my payout smaller than what I raised?Three things separate what you raised from what lands in your account — processing fees, the platform fee, and a temporary reserve that's still your money and released later.
- When is my first payout?Your first payout can be issued once your compliance documents are approved and your payout hold period has ended — the approval email tells you the exact date.
- How much is held in reserve?The Reserve held tile on your Payouts & Transactions tab shows your reserve — typically 10% of your payable net, released back to you per your reserve terms.