Specific First-Time Donors Query in NXT

@Cindy Miller
first time donor to a fund must be related to some date timeframe if i'm understanding you correclty.

If John Smith (existing donor given prior to 2025) gave $50 to Fund A on 1/5/2025, and then $100 to Fund A on 2/10/2025. He would be consider a “first time donor to fund A” in Jan2025. He wouldn't be consider a “first time donor to fund A” when you look at Feb2025.

So that said, you can use a constituent query:

• filter
  • constituent summary of gift amount > 0
    • gift date (date range to check if they are “new”, i.e. date on or after 2/1/2025
    • fund a
  • AND constituent summary of gift amount = 0
    • gift date (BEFORE the date range to check if they are “new”. (i.e. before 2/1/2025, i think it is better this way rather than date range between 1/1/2025 and 1/31/2025, unless you are doing “new donor to fund a this year”
    • fund a

@Lena Payne
added gift type to simply include cash and paycash, this is to ensure you don't double count, so depending on what your reporting on, use the correct gift type in both.