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New Donors 2nd Gift

Patty Driscoll

I am struggling to create a query that will track when a new donor (within a specific timeframe like the last 12 months), makes a second gift. The 1st gift field in query lets me define my timeframe fine, but its the tracking of the 2nd gift that I am struggling with. Giving summaries set for a gift count of 2 or more gifts in a period aren't giving me the results I want. Has anyone got a system for this that they use and works for them?

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Joe Moretti

Could you be a little more specific about what you are trying to do? Are you trying to figure out how long the 2nd gift took or something else? Because if you are trying to find out how long it took for a 2nd gift, use the query you created, but don't put a time period on the giving summary of gift count. Then export the query with all the gifts from the original first gift and have the gift go in the same order and subtract the two different dates.

Faith Murray

Patty, tracking a second gift IS a difficult thing, because it's not an automatic field or metric in RE. You can either export constituent giving history to excel and filter from there, as Joe suggested - which is what I usually do - or you can get creative depending on your gift processes:

Do you give brand new donors a unique welcome letter? If so, then use Gift Letter Code in your query, looking for a) First Gift after specific date AND b) summary of gifts in date range that have ONE OF non-first-time letter codes.
Or, if you have no unique identifier on first time gifts, you could institute a new tracking method (a unique gift attribute, letter code, etc) to analyze gifts going forward.

Patty Driscoll

Thanks Faith and Joe - the query/export and some Excel formulas works for looking at how long it takes for the 2nd gift to come, so that part is all good. What I am trying to do is track each month to see when a donor who made their first gift in the last 12 months, gives a second gift so that we can track our conversion to 2nd gift rate for all our new donors within a specific time period. I've got a query that works, but it still needs to be exported and manipulated a bit in Excel, but it will serve the purpose. I was just hoping that someone had figured out an easier way.

Alex Wong

Constituent Query:

Criteria
- First Gift Amount > 0
- AND First Gift Date >= X/X/XXXX (you will need to update this to a day last 12 monts)
- AND Constituent Summary of Gift: Total Number of Gift >= 2
  subcriteria of
  Gift Date >= X/X/XXXX

I am ignoring gift type and gift amount that "may" be $0.

you can output direct from the constituent query if you like and massage it in excel, or you can use Export module with this query and export 2 count of gift record's information as separate columns.

Patty Driscoll

Thanks Alex!