Query for donors who are increasing amount for the first time

Janet Abercrombie

I need to periodically run a query of donors who have made their first gift above $200 within a date range. This does not mean donors whose first gift ever to our organization was in that range, but donors who may have given in the past but have just made their first larger gift. Does anyone know the best way to do this? Largest Gift and First Gift options are not giving me the records I'm looking for.

Dan Snyder

@Janet Abercrombie I don't think you can do all of this in a query. You could make a query of constituents who have given a $200 or more gift within your date range. Then attach that query to an export where you will export the largest gift amount and make sure to set the date range for that largest gift amount to be before the date range you used in the query. Then sort in Excel for those whose largest gift is under $200.

Janet Abercrombie

Ah! Thanks! I think that will accomplish what we need.

Alan French

I think you can do this in one query, by using a couple of the summary fields (at the bottom of the list of query fields).

Your criteria will be that they must have given 1 or more gifts above $200 within your date range, and another summary to specify that they have given 0 gifts above $200 prior to the start of that date range.