First gift over $1000

Lindsay Godman

I am trying to report on donors who have given over $1000 for the first time this year. I can find new donors that have given a specific amount but I also want existing donors who have given over $1000 for the first time. Any ideas on the best way to do this?

JoAnn Strommen

Yes, first time is easier than those upgrading.  Are you looking at a single gift? If so, you could run a constituent query for largest gift > greater than or equal to $1000, with gift type, gift date criteria.  Depending on the size of your org it may generate a small enough list for manual review. 


Not a clean list to provide exactly what you need but one step closer.  Will keep thinking on your question  for another way to pull it.

Ryan Hyde

I don't think looking for largest gift in this context will necessarily show people who have given $1k+ for the first time in their lives.


Instead, you'll want to use the "Summary Number of Gifts" section of a constituent query. You're going to string together two separate summaries into the same query here

1. Start a new constituent query
2. Navigate to "Summary Information" tree near the bottom of the list
3. Summary For Gift > Total Number of Gifts
4. Criteria: operator should be set to "greater than" and value = 0
5. In the filter, dial in your gift date range and your gift amount (greater than or equal to 1000), as well as any othe pertinent information that may be required for your particular data setup
6. Hit OK
7. Create a second Summary / Total Number of Gifts search
8. Criteria: operator should be set to "equals" and value = 0
9. Gift date operator should be set to "less than" and the date itself should equal the first date of the year (so 1/1/17 if your'e dealing with calendar years)
10. Again, gift value should be "greater than or equal to 1000," and you'll need to dial in any additional settings that may be pertinent to your database
11. By default, this second summary piece will be labeled as an "OR" statement. Change this to "AND" by clicking on the appropriate button in the lower right hand corner of your Criteria tab in the query
12. Consider whether or not you want to include soft credits when running this query. If you do, do the following:
    1. click on Tools in eth menu bar at the top of the screen, then select "query options"
    2. click on the "Gift Processing" tab
    3. in the Soft Credits section, select "both," and you'll probably want to select "use amount in grid" from the dropdown

So now you have a query that says "constituent has given $1,000+ in the current year AND has not given anything $1,000+ in any previous time period." Easy peasy, you have your list. Of course, you may want to do normal query things, like exclude deceased people or limit yourself to Individuals and not Organizations, but all of that is unique to your org and what you're actually trying to use this data for.

Faith Murray

To complicate Ryan's answer, I must ask if you're looking for a single gift of $1,000, or if you wish to include any donor whose cumulative yearly gifts exceed $1,000? (For instance a donor who gave $800 and then $500 consecutively.) And, do you wish to include pledges or pledge payments? If so, you will want to use the Summary for Gift > Total Amount of Gifts field instead of Total Number of Gifts. Summary Criteria would be set to Amount greater than or equal to $1,000 and then filter by gift date, gift type, soft credit, etc. As Ryan explained, use two Summary field criteria with different date ranges.


Once you have your Constituent Query built, you can link it to a Report: I recommend the Analytical Reports > Top Donors Report. Under the final Format tab, click on Detail, which allows you to set the number of "top donors" you wish to view. If your query has 500 constituent records, set the number of top donors in the report to 500, and voila -- you will obtain a list of names, addresses, number of gifts, and total annual giving for each donor in your original query.

Lindsay Godman

You guys are amazing! Thanks!