1st Time Donors

Question

Hello!  I am needing to report on new donors each month. I can figure out how to do that but what is throwing me for a loop is some donors are appearing on the query who has a partner that has already given.  We just started making spouses into constituents when we receive a check from the spouse.  Any help would be appreciated. Thank you

JoAnn Strommen · Answer

Katie, Have you tried the New Donors report?  Analysis > Standard Reports > Analytical Reports > New Donors Report (couple more clicks than in webview)

Set SC to both - this has worked for us.

Alex Wong · Answer

Query > First Gift is not going to take "situation" into consideration. It will only condition on the absolute first gift it sees in the record according to date.

Here's an example:

John Smith first gift Cash 7/1/2025 $0 (bounced check or refund issued)

John Smith 2nd gift Cash 7/5/2025 $25

in the above case, he will not show up in your query. Query "First Gift" section will always be "targeting" the 7/1/2025 gift.

It will be better you use "summary of gift > total amount of gif". Criteria will be:

* summary of gift amount = 0* gift date before 7/1/2025
* gift amount > 0 (doesn't matter actually)
* gift type (types you want)

* AND summary of gift amount > 0* gift date 7/1/2025 - 7/31/2025 (or use last month)
* gift amount > 0 (doesn't matter again)
* gift type (types you want)

Katie Ornstein · Answer

Here is the query I am using. I also have gift processing soft credits to both constituents because we do use soft credits for DAF's so for example if we get a gift from a community foundation the gift would be entered under the community foundation and the soft credit would go to the fund.  Since the fund is a new donor I need to keep the soft credit setting to both.