Create a list of those who have not given

Overview:

  • Sometimes, you may wish to create a list of those that have not given. You may also wish to use this list to note who is active/nonactive.

Steps to find those who have not given:

  1. Create a Tag (maybe called "Donors")
  2. Generate a report of your Donors for the date range of your choice and filter the information. (Searching Contributions and Creating Giving Reports
  3. Once you have generated your list of donors, choose the person icon in gray right under the Reports Ribbon. This will generate a list of people and allow for you to add them to a Tag.
  4. Choose More Actions on the right.
  5. Choose Assign to Tags and choose the "Donors" tag that you created.
  6. Now that you have your donors in a tag, go to People.
  7. Choose "Show More Filter Options" on the left
  8. Scroll down to the Tags section and Choose "Does Not Contain" and the "Donors" tag. This will generate a list of all of the people that have not donated.
  9. Choose "Export" on the right to generate a spreadsheet of those that have not given.
  10. Download

 

 

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2 comments
  • There are more steps that I would add. If you have a married couple and only one of them is the donor for the family, this process will add the non-donor spouse to the list, when in reality, that person is part of a giving unit. This process will also add children who have not donated unless you remove the children from the Donor tag.

    After you have created the Donor tag, do a People Search for those that Contains the Donor tag. Add "Search Type/Family".  On the action menu, ADD TO TAG all the resulting persons. This give you a tag with all donors and their family members.

    Do a People Search again for those that Contain the Donor Tag. (This time a "Person" Search Type.) Select "Family Role" and "Child" then REMOVE FROM TAG on the action menu to remove all the children from the Donor Tag.

    NOW you have a Tag of all the donors and their spouses.

    Also, when you generate your non-donor list, eliminate the children.

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  • @office

    Thanks for the feedback here! I know someone will find this helpful if they're looking to get more specific about their reporting.

    Have a great day!

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