Find donors

Narrowing the donor list by name, tag, campaign, audience, amount, note or date, and exporting what you find.

Who can do this Owner, Admin, Finance, Member, Viewer

The donor list can be narrowed by name, tag, campaign, audience, total donated, notes and the dates people gave, and the Export menu then downloads exactly the list you are looking at.

Before you start

Open Donors → All Donors. Every filter sits in the two rows above the table.
Filters combine: a donor must match all of the ones you set.

Steps

Search by name or email. Type in the Search… box at the top of the table.
Filter by tag. Open Tags and tick one or more tags. A donor is shown if they carry any of the ticked tags.
Filter by campaign. Open All campaigns and choose a campaign to see the donors who gave to it. Only completed gifts count: a failed, pending or test-mode gift does not make someone a donor of that campaign.
Filter by audience. Open All audiences and choose one of your audiences to see its members.
Filter by total donated. Enter a figure in Min RM, Max RM or both. Press Enter or click out of the box to apply it. The amount is the donor’s total given, not a single gift.
Search notes. Type a word in Search notes to find donors whose notes your team wrote that contain it.
Filter by date. Use the date range picker to choose quick ranges such as Last 30 days, This month or Last 3 months, or set a From and To date. The list then shows donors who made a completed gift in that range. A donor whose only gifts fall outside it drops out.
Check what is on. A “Filtered view” banner appears whenever a filter other than search is set. Select Clear all on the banner to remove them all at once.

Export what you found

Select Export above the table.

Export all appears when no filter is set and downloads every donor.
Export filtered appears when any filter or search is on and downloads only the donors that match, not just the page you can see.
Export selected (N) appears after you tick rows, and downloads only those donors. If you have ticked too many for one file, the menu offers Export filtered instead.

The file is a CSV with one row per donor: name, contact details, totals, first and last gift, engagement score, churn risk, whether they give by recurring gift, and tags. It does not include notes or tax details. A file holds up to 10,000 donors; if more match, DonorCARE says so and you can narrow the filters to export the rest.

For a complete copy of all your data, use the Full Data Export instead — see Export your data.

If something goes wrong

What you see	What it means	What to do
The list is empty after a filter	No donor matches every filter you set, or the donor has no completed gift in the chosen campaign or dates	Select Clear all and add filters back one at a time
A donor who gave recently is missing from a campaign or date filter	Only completed gifts count, so a gift still pending or failed is not included	Check the gift’s status on the donor’s Giving tab
A notes search finds nobody	It searches only notes your team has added to donors, not names or emails	Use the search box at the top for names and emails
“Exported the first 10,000”	More donors matched than one file holds	Narrow the filters and export again