Recaptured Donor for Fiscal Year Query

Emily Katz · February 24

Hi all,

I am trying to pull a query for a past fiscal year to see how many donors (and which ones, if possible) were recaptured in that fiscal year. I think it should be pretty standard but for whatever reason I am having trouble figuring out how to set it up.

I am using the recapture dashboard for this current fiscal year, but leadership would like a benchmark.

I think my issue is trying to use the same criteria (i.e. gift date or fund ID) to say - gave in FY23 and FY25 but not FY24. Does anyone have any ideas or recommendations on the best way to do this? Thank you!

Sunshine Reinken Watson · February 24

If your fiscal year goes by the calendar year, check out the "Benchmarking" fundraising dashboard and adjust the year filter.

If not, use the "Overview" dashboard. Set your dates in the filter and scroll down to the "Donor Lifecycle" tile. Click on the "Recaptured" piece of the donut chart to get a list of donors. You can click the "create list" to save it as a list or export from there.

Joe Moretti · February 24

You can use two queries and then Merge the two with the AND Operator. Create your two queries for each of the Fiscal Year (23 & 25) you want. Include the Gift Date NOT Between the FY24.

Merge those two queries using the AND operator. Your result will be constituents who are in both queries (FY23 & FY25).

Alex Wong · February 24

pretty easy to do with one constituent query.

Criteria
- summary of gift > total amount of gift > 0
  - gift date between dates of FY for 2023
  - any other criteria such as gift type, campaign, fund
- AND summary of gift > total number of gift = 0
  - gift date between dates of FY for 2024
- AND summary of gift > total amount of gift > 0
  - gift date between dates of FY for 2025
  - any other criteria same as first criteria for 23

if you want a benchmark (assuming my understanding of benchmark), you can save as another query of the same as above, but change all the gift date sub-criteria of summary of gifts down 1 year, that way you get the recapture for 2024

Joe Moretti · February 24

I am going to question using the donor lifecycle in the Overview dashboard, since you cannot leave out a date that Emily wanted out (FY24) and the the definition of the recaptured is "To analyze constituents who gave during the current fiscal year after more than 15 months since their previous gift within the past five years." So from all of that, I do not think that is exactly what she wants.

Evan Webb · February 25

It's a little more complicated than what you're looking for, but this is what I've done to answer this kind of question.

I have a query that I use that has outputs of constituents' total giving in the last 5 fiscal & calendar years (as in I have a CY2025 total, CY2024 total, CY2023 total, FY2025 total, FY2024 total, etc). These are each "Summary Information » Total Amount of Gifts Totals" with date criteria set for the time period in question (Calendar or Fiscal Year). With this overview of the last 5 years, I can analyze donors' giving patterns, including recaptured donors & their value. I use Google Sheets & Looker Studio for this, but you could use Power BI, Tableau, or something else as well.

Recaptured Donor for Fiscal Year Query

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