Create a Transaction Payment List
Click Add at the top of Donorfy
Select Transaction Payment List
Give the list a clear name (e.g. Donations – Jan to Mar 2025)
Add the filter: Date Paid is between [start date] and [end date].
This list will return all transactions within the date range.
A constituent may appear more than once if they donated multiple times.
Add Giving Statistics Columns
Go to the Columns section of the list.
Add Giving Stats Lifetime - Lifetime Gifts Number
This column shows how many times the constituent has donated in total, across their entire giving history.
Identify First-Time Donors
To find constituents who donated for the first time within your selected time frame:
Add an additional filter:Lifetime Gifts Number equals 1
This ensures:
The constituent has only ever made one donation.
That donation occurred within your selected date range.
This will show first-time donors in that period.
Handling Duplicate Rows (Optional)
Because this is a Transaction Payment List, constituents may still appear multiple times if they made more than one payment in the period.
You have two options:
Use Excel
Download the list
Open it in Excel
Use Remove Duplicates on Constituent Number or Email
Keep a single row per constituent
Tag the Constituents (Recommended)
From the list, use Bulk Actions-Add Tag
Apply a tag such as: First-time donor – Jan–Mar 2025
Save the tag.