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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Donor Tracking

Find First-Time Donors

You can use the Find Donors report to identify donors who have given for the first time or given to a certain program for the first time. Then, you can use the results as a selection.

Tip: You can also use the First Gift This Month or First Gift Last Month view on the Donors page.
  1. In the navigation menu, click Contributions > Donors.
  2. If needed, make a selection of donors.
  3. From the Reports menu, select Find Donors.
  4. Set your report parameters. In the Donors to List parameter, select one of the following based on your needs:
    • 1st Donor Donation – Lists donors from the selection based on donations that: have at least one distribution; have a program, congregation, statement header, and accounting company that matches your selected parameters; have an earliest donation date within the specified Period Start and Period End range; and are in a batch.
    • 1st Household Donation – Identifies contacts with an associated donor and their household when: the donor is in the selection; the household has at least one donation with at least one associated distribution; the donation has a program, congregation, statement header, and accounting company that matches your selected parameters; the household's earliest donation date is within the specified Period Start and Period End range; and the donation is in a batch.
    • 1st HH Donation ANY PROGRAM – Identifies contacts with an associated donor and their household when: the donor is in the selection; the household has at least one donation with at least one associated distribution; the donation has a congregation, statement header, and accounting company that matches your selected parameters (but does not have to match the program); the household's earliest donation date is within the specified Period Start and Period End range; and the donation is in a batch.
  5. Click View Report.
    Note: Not seeing the donors you expect to see in the report? Make sure the donor was in the selection when you launched the report, if it was launched from a selection.
  6. Click the Create Donors Page Selection link.
  7. Close the report.
  8. Refresh the Donors page.
  9. From the selection drop-down list at the bottom of the page, select Donor Search Results. You can use this selection to create labels, send emails, and run other reports!
    Example showing the Donor Search Results selection on the Donors page with the Reports menu open and the Selected Labels report highlighted
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Last updated: November 25, 2025