I want to export first time donors from 2016

Jean McCoy

I want to export first time donors from 2016 but I'm getting people who's spouse is deceased and they were soft credited the deceased spouses' gifts. prior to 2016.  I don't consider them first time donors as they gave as Husband & Wife in prior years.  Chat could not help me.  Does anyone know how I would do this?   Many thanks.

John Heizer

Jean McCoy:

I want to export first time donors from 2016 but I'm getting people who's spouse is deceased and they were soft credited the deceased spouses' gifts. prior to 2016.  I don't consider them first time donors as they gave as Husband & Wife in prior years.  Chat could not help me.  Does anyone know how I would do this?   Many thanks.

Since chat couldn't help you I fear my answer may be too simplistic, but in your selection Query have you checked Tools > Options > Gift Processing to ensure "Credit Soft Credits to" is set to Donors?

Jean McCoy

John Heizer:

Jean McCoy:

I want to export first time donors from 2016 but I'm getting people who's spouse is deceased and they were soft credited the deceased spouses' gifts. prior to 2016.  I don't consider them first time donors as they gave as Husband & Wife in prior years.  Chat could not help me.  Does anyone know how I would do this?   Many thanks.

Since chat couldn't help you I fear my answer may be too simplistic, but in your selection Query have you checked Tools > Options > Gift Processing to ensure "Credit Soft Credits to" is set to Donors?


Hi John,

Yes, I did but the situation is this:  Mr. & Mrs. Smith have been donors for years.  Mrs. Smith died and all the gifts were soft credited to Mr. Smith.  He subsequently continued to give in 2016.  He comes up as a new donor and he's not.  Thanks.

 

 

Jean McCoy

John Heizer:

Jean McCoy:

I want to export first time donors from 2016 but I'm getting people who's spouse is deceased and they were soft credited the deceased spouses' gifts. prior to 2016.  I don't consider them first time donors as they gave as Husband & Wife in prior years.  Chat could not help me.  Does anyone know how I would do this?   Many thanks.

Since chat couldn't help you I fear my answer may be too simplistic, but in your selection Query have you checked Tools > Options > Gift Processing to ensure "Credit Soft Credits to" is set to Donors?

Actually John, You DID help me.  It's actually (I hope) the opposite.  I said to Credit Soft Credits to the Receipients, which in my case has eliminated the people that were not first time donors.  Thank you!!!

 

John Heizer

Jean McCoy:

 

John Heizer:

Jean McCoy:

I want to export first time donors from 2016 but I'm getting people who's spouse is deceased and they were soft credited the deceased spouses' gifts. prior to 2016.  I don't consider them first time donors as they gave as Husband & Wife in prior years.  Chat could not help me.  Does anyone know how I would do this?   Many thanks.

Since chat couldn't help you I fear my answer may be too simplistic, but in your selection Query have you checked Tools > Options > Gift Processing to ensure "Credit Soft Credits to" is set to Donors?


Hi John,

Yes, I did but the situation is this:  Mr. & Mrs. Smith have been donors for years.  Mrs. Smith died and all the gifts were soft credited to Mr. Smith.  He subsequently continued to give in 2016.  He comes up as a new donor and he's not.  Thanks.

 

 

 

Yeah, you've run into that wonder problem with spousal soft credits that's discussed in lots of other threads here.


My suggestion is to use the Duplicate Merge feature to merge only the Gifts from the deceased spouse to the living spouse (this should be part of your documented procedures whenver marking a spouse as deceased).  You can then (if you wish) then Soft Credit back to the deceased spouse.

Ryan Hyde

The "new" gifts that have been put on the surviving spouse's record still have gift dates in the past, correct? 


If that's the case, you could pull this list with a constituent query:


1.) Go to Tools > Query Options > Gift processing and select "credit soft credits to: Both"

2.) In the Criteria tab, select a Summary Information > Gift Summary > Total Number of gifts and look for any gift in 2016 (be sure you define your gifts accurately. Do you want to include in-kind gifts? United Way gifts? Are there other subsets of gifts that you should factor out of the equation?). The operator for this summary should be "greater than" and the value should be "0"

3.) Add a second total-number-of-gifts summary that looks for any gift PRIOR TO 1/1/2016. Make sure you define "gift" the same way you did in the first summary. The operator here should be "equals" and the value should be "0"

4.) Make sure the 2nd summary is an "and" statement, not an "or" statement


This should give you a full list of anyone whose very first gift (hard or soft credit) is in 2016.