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Managing donors
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How do I search for a donor profile?

To search for a donor profile:

  1. Click Donations in the left navigation
  2. Click Donors
  3. Click Search. To narrow your search, use one or more of the following options before clicking the Search button:
    • Choose the Activity Type from the drop down list, such as donations received from a specific appeal, event or membership form.
    • Enter the full or partial name of the donor you seek.
    • Select the year from the drop down list.
    • Enter a full or partial donor ID number.
    • Limit the number of donors viewed per page,and click the arrow keys to move from page to page.
  4. Click a column title, to sort the data for this column in ascending or descending order.
  5. Click the donor name or donor ID to view the Donor Profile, where you can:
    • Make changes to the donor profile.
    • Click the Order ID to see the details of the donation.
    • Click the Canadian eTax Receipt number to view/print/save the receipt. Or, click Resend to resend the Canadian eTax Receipt to the donor or to another email address.

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