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How do I search for a donor profile?

To search for a donor profile:

  1. Click Donations to view the Main Menu of this service
  2. From the Administration section, click Donors
  3. Click Search.
  4. To narrow your search, use one or more of the following options before clicking Search:
    • 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.
  5. Click a column title, to sort the data for this column in ascending or descending order.
  6. 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 E-Tax Receipt to the donor or to another email address.



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