Locating New Contributors

[lfpfinance]

A couple years ago we conducted a capital campaign. At a certain point we sent a thank you gift to all those that contributed. The campaign is on-going and we have new contributors. I would like to send a thank you gift only to the new contributors. How can I figure out just who those folks are using a custom report? I can't seem to come up with the filtering formula.

[NeilZ]

A couple years ago we conducted a capital campaign. At a certain point we sent a thank you gift to all those that contributed. The campaign is on-going and we have new contributors. I would like to send a thank you gift only to the new contributors. How can I figure out just who those folks are using a custom report? I can't seem to come up with the filtering formula.

Have you looked at the First Time Contributors report under Contributions ?? It appears to do what you want it to do as far as getting the names. You may then have to Tag the specific Personal Profiles to get the addresses to print on labels however.

[lfpfinance]

Have you looked at the First Time Contributors report under Contributions ??

I have now. It's limitation is that it doesn't allow me to specify first time contributor to a particular fund. If a person has made any previous recorded contribtuion, they won't show up on the report. I'm looking for folks who have made contributions to other funds in the past, but not to the Capital Campaign in addition to those who are first time contributors overall.

Thanks for pointing out the included report, but I need just a bit more specificity.

Tom

[Jeff]

To do this you would have to create a custom report. It would be a little complex because it would involve creating variables. Here would be the basic steps.

Create a filter to filter by fund number

Include the envelope number, envelope name and date in the report fields

Sort the query by envelope number

In the layout you will need to create a group to group by envelope number.

Move the envelope number, envelope name to the group footer.

Remove all the fields from the detail band and then shrink the height to 0.

You will need to create a variable something like this.

name: m.include
reset on the envelope number group
initial value would be .T.
the expression would be something like IIF(DATE < DATE(2010,1,1), .F., m.include)

NOTE change DATE(2010,1,1) to the date you are wanting new contributors after.

Then change the print when on the fields in the footer to m.include

m.include will be set to .T. (true) when no contributions where seen before your date in the expression.