How can I see the new donors that have recently started giving?

The New Donors to Contact report (within Donation Reports is a great place to view all donors who have recently started giving to your organisation. This report provides details of the first donation given as well as information about any subsequent gifts and whether they have an active gift aid declaration.

You may wish to use this screen to keep track of new givers to thank (and follow up to request gift aid forms from as well).

Donors who you still need to follow up are automatically shown with the 'New Donor Followup' status as 'pending'. Once you have contacted a donor, click on that row to update this to 'complete'

By default, the New Donors to Contact Report shows recent new givers (last 3 months) but you can choose a custom date range if you wish. This report automatically hides donors where the follow-up status is set to complete, but you can unhide them using the checkbox at the top of the screen. You can also filter by Donor Tag and by Donation method should this be useful.