Lapsed Monthly Donors

Muhamed Arifi

How do I query on lapsed monthly donors? I tried going by rec. gift and terminated status, but there is records that have a more than 1 recurring gifts. The first rec. gift can be terminated but the other one is active. How can I avoid those records showing up?

Christine Robertson

@Muhamed Arifi This may be a bit challenging to pull in one query, but you could do one query for everyone who has the terminated status and a second for everyone who has an active recurring gift. Load the first query into Query List and then subtract the second Query.

Muhamed Arifi

@Christine Robertson thank you for your response Christine. I'll give that a try.

Christine Robertson

@Muhamed Arifi I love using the Query List in database view rather than merging queries.

Spring Velazquez

@Christine Robertson same! ?

Amy Barker

@Muhamed Arifi I set my query up based on this:
Gift Type=Recurring Gift
AND Last Gift Date less than or equal to <whatever date in the past>

We have a LOT of Recurring Donors who give through Luminate. We don't always catch when cards expire, or go bad. I usually use a last gift date of three months prior, but Luminate does keep trying their cards for several months. In RE I will cancel their recurring gift, and get all those people into a list for the team that manages them to reach out. I also deactivate them in LO. If they want to give a new gift, GREAT! Otherwise, at least they aren't being counted in RE as Active when they are not.

Hope that helps. (I work in database view only because we are not on NXT)

Catherine Burns

@Muhamed Arifi
If you want donors, and not their gifts, then a Constituent query using multiple summary criteria is the way to go.

Clause 1: Number of gifts >0, gift type = Recurring Gift, Status <> Active (or not one of active held depending on your data)
AND
Clause 2: Number of gifts = 0, gift type = Recurring Gift, Status = Active (or one of active/held)

This will exclude people who have multiple gifts and one is still active.