Last gift per donor
One line per donor with the date and amount of their most recent gift, how many gifts and their lifetime total.
Who does this: Office staff4 steps
- 1
Open the report
Open Insights → "Last gift per donor".
Newest gifts first. - 2
Read it
Each row: the donor, "Last gift" date, "Amount", "# gifts" and "Lifetime". The newest gifts are at the top.
- 3
Download
Press "Export Excel" for the whole list.
Download it as Excel. - 4
Find who to call
Scroll down to see people whose last gift was long ago, or use the People view "Lapsed givers".
Lapsed givers on People.
Tips
- Removed people aren't listed.
- Sort the Excel file by "Last gift" to find people to call.
If something isn't working
A donor's last gift is missing.
Declined, pending and voided gifts don't count. Check the gift's status.
The Export button sends me to Home.
Your login doesn't have "Download spreadsheets". Ask an admin.
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