How Can I View All Donations from a Specific Donor?

Blog

If you’ve ever been asked, “Can you send me a report of all the donations I’ve made?” — you’ll know how important it is to access donor-specific history quickly and accurately.

Whether it’s for year-end tax purposes, Gift Aid submissions, or just good record keeping, Donate Office now makes this easier than ever.

You can now view a complete donation history for any donor — whether it’s an individual or an organisation — with a single click.

Why Donation History Matters

For charities, tracking every donation helps with:

• Transparent reporting

• Gift Aid claims

• Acknowledging major donors

• Sending annual receipts

• Donor engagement and reactivation campaigns

For donors, it’s about trust and convenience. They want to know where their money went, and feel confident it was recorded correctly.

What You Can Do in Donate Office

Within each donor profile, you’ll now find a Donations tab that shows:

• A full list of donations made by that person or organisation

• Dates, amounts, donation types, and payment methods

• Links to download or email receipts

• Gift Aid eligibility and status

• Related campaigns (if applicable)

You can also filter by date range to pull up donations for a specific month, year, or custom window — perfect for annual summaries or audits.

Quick Scenario

Let’s say a donor calls and says:

“Can you send me everything I gave this tax year? I need it for my records.”

You simply open their profile, click on the Donations tab, select April 6 to April 5, and either print or email them a PDF summary with one click.

No digging. No spreadsheet exports. No manual work.

Can I See This for Organisations Too?

Yes! If a business, mosque, or school is donating regularly, you can view their full contribution history the same way — including recurring donations, campaign sponsorships, or event-based giving.

This is especially helpful when reporting back to community partners or funders.

Bonus Features

• Export donation lists to PDF or Excel

• Filter by Gift Aid or non-Gift Aid donations

• Tag and label donations for internal tracking

• Send annual receipt summaries in batches

This is More Than Just a List

It’s a relationship-building tool.

Being able to reference a donor’s history helps your team personalise communications, thank them properly, and identify future fundraising opportunities based on their giving pattern.