Lapsed Donors

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Veronica Marshall
Veronica Marshall ✭
Seventh Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

How can I query the number of lapsed $1K donors quarterly?

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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    Hi Veronica - I would run a constituent query looking for donors with a last gift of $1,000/+ received less than or equal to the last day of the previous year. Depending on how your org utilizes soft credits you may also want to include those as well; you can do this by going to Tools > Query Options > Gift Processing > Credit Soft Credits to.

  • Veronica Marshall
    Veronica Marshall ✭
    Seventh Anniversary First Reply

    Thank you Austen. I will try this.

  • Faith Murray
    Faith Murray ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    I would use giving summary for this query, in case you have a donor who is a $1K donor but their last gift was smaller. Use criteria: Gift Summary - total amount greater than $1000 within the 13-24-month recency span; PLUS another criteria, Gift Summary less than $1000 (or = $0) within the past 12 months.

    If you pick the second summary less than $1000 you will get donors who have downgraded as well as lapsed. If you pick second summary = $0, you will get true lapsed $1000 donors.

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