How do I find people who have not made a donation since a particular date?

You can find all people who have not donated since a specific date, then add them to a group for follow-up, outreach campaigns, or relationship management. This is useful for identifying lapsed donors or targeting re-engagement efforts.

Creating a Report

1. Select Reports from the main menu
2. Under Report areas, select People
3. Click Add finance criteria
4. Select No transactions
5. Set the date options:
   • Choose later than to find people with no donations after a specific date (e.g., January 1, 2023)
   • Or choose earlier than to find people with no donations before a specific date
6. Enter your date
   
7. Click Select fields and choose which contact information to display (name, email, phone, etc.)
   
8. Click Generate results
   

Viewing Your Results

Your report will display a list of contacts who match your criteria (no donations since your chosen date).

• To view on screen, click Show.
• To download as Excel or CSV for your records, click Export to Excel or Export to CSV (see Exporting a Report).

Adding Results to a Group

To add these contacts to a group for follow-up (for example, to send them an email or invite them to a giving campaign):

1. Click Choose a group to add the results to
2. Either:
   • Use an existing group — select the group from the dropdown
   • Create a new group — enter a name for a new group (e.g., "Lapsed Donors 2024")
3. Set the group permission to apply to all contacts
4. Click Save

The contacts will be added to the group with the selected permission level.

Alternative: Find by Total Transaction Count

If you want to find people based on how many times they've given (rather than when they last gave), use the Total Transactions criteria instead:

1. Follow the steps above, but in step 4 select Total Transactions
2. Choose an option:
   • Greater than — find people who have given more than X times
   • Less than — find people who have given fewer than X times
   • Equals — find people who have given exactly X times
3. Enter the number (e.g., 1 for single-gift donors, 5 for regular donors)
4. Click Generate results

Use Cases

• Re-engagement campaigns — find donors who gave more than 2 years ago and send them a thank-you and update on your impact
• Lapsed donor outreach — identify people who gave regularly but have stopped, and reach out personally
• Giving milestones — find single-gift donors and invite them to become recurring supporters
• Stewardship — create a group of donors by recency and manage relationships accordingly