LYBUNT and SYBUNT: people who stopped giving
LYBUNT means "gave Last Year But Unfortunately Not This year". SYBUNT means "gave Some Year But Unfortunately Not This year". Here is how to find them and what to do next.
- 1
Open People
Click "People".
Ready-made views are on the left. - 2
Pick the view
On the left click "Gave last year, not yet this year" (LYBUNT) or "Lapsed givers" (SYBUNT — gave in any earlier year, nothing this year).
"Gave last year, not yet this year" is LYBUNT. - 3
See what they were worth
Sort by "Given" to see who gave the most. Insights → "Health" also shows how many there are and what they gave last year.
The Health report counts LYBUNT donors and their giving. - 4
Call the biggest ones
Tick the top people and press "Call list" to make a list for someone to call.
Make a call list from ticked people. - 5
Message the rest
In Outreach choose "LYBUNT" or "Lapsed (SYBUNT)" in the first box, then send a warm note with {{give_link}}.
Outreach has the same groups. - 6
Catch them next time
Add an automation "Someone hasn't given in a while" with 365 days to make a task when someone slips.
An automation for people who slip away.
Tips
- "This year" here is the calendar year (from January 1).
- Report builder → People → "Gave in those dates: No (lapsed)" gives a list you can download.
If something isn't working
Monthly givers show up as LYBUNT.
Their recurring gift may have stopped. Check Giving → Recurring → "Need a new card".
Someone gave this year but is on the list.
Their gift may be on another record (spouse or duplicate). Combine duplicates or check family links.