How Do I Locate First Time Donors Using Advanced Search?

If you’re looking for individuals who have never donated or haven’t donated within a specific date range, you can locate them using Advanced Search.

1. Click on the Add/Search menu, then Advanced Search.
2. Your first rule is going to narrow this down to Individuals.
  •     Area: Entities
  •     Field: Entity Type
  •     Relationship: Is Any Of
  •     Value: Individual
3. Click Add Rule.

4. Now, we need to exclude people who have donated within your given date range.

  •     Area: Contributions
  •     Field: Date
  •     Relationship: Is Between
  •     Value: [Your chosen date range]
5. Click Add as Exclusion.
6. Run Search.