Need help making a list of donors who have stopped giving to a specific fund over the last 5 years
Need list of lapsed donors to a specific fund, not overall lapsed(they may continue to give to other funds. Thanks!
Comments
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@Cathi Christopher
RE Database view > Query > Constituent QueryCriteria:
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)8 -
@Alex Wong Thank you! I will give that a try!
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@Alex Wong
That's a super plan. Thanks!0 -
@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.
4 -
@Alex Wong
Thank you for this!!!!0
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