First Time Givers¶

To find people who gave for the first time, use one of these Conditions on the Contributions category tab in Search Builder:

Recent First Time Giver

Finds people whose first contribution was within the number of days you enter.

First Time Giver

Finds people whose first contribution was within the date range you enter.

Both Conditions let you limit the search to one fund by entering a Fund ID, and to select the Tax Status of the fund.

After you run the search, use the Blue Toolbar to send an email, or export the results to Excel for a thank-you letter mail merge.

Rewrote the article in a concise, professional style, replaced the outdated Recent Contribution Count steps with the first-time giver Conditions, and documented the Finance role requirement.