Need help making a list of donors who have stopped giving to a specific fund over the last 5 years

Cathi Christopher

Need list of lapsed donors to a specific fund, not overall lapsed(they may continue to give to other funds. Thanks!

Alex Wong

@Cathi Christopher
RE Database view > Query > Constituent Query

Criteria:
Summary Information > Summary For Gift > Total Amount of Gifts greater than 0
Sub criteria for Total Amount of Gifts:
– Gift Date before 5 years ago (i.e. gift date less than 1/1/2019)
– Gift Fund (the fund you are looking for)
– Gift Type (to avoid dup pledge and its payment, select the right gift type you are looking for)

AND

Summary Information > Summary For Gift > Total Amount of Gifts equals 0
Sub criteria for Total Amount of Gifts:
– Gift Date since 5 years ago (i.e. gift date greater than or equals to 1/1/2019)
– Gift Fund (the fund you are looking for)
– Gift Type (to avoid dup pledge and its payment, select the right gift type you are looking for)

Cathi Christopher

@Alex Wong Thank you! I will give that a try!

Cathy Spencer

@Alex Wong
That's a super plan. Thanks!

Joe Moretti

@Cathi Christopher The only thing I will add to Alex's great post, is too make sure you include soft-credits (in the Query options under Tools) in the query for those who give donations by DAVF or thru there companies, so you do not miss them as well.

Jennifer Kluh

@Alex Wong
Thank you for this!!!!