NOTE: The following steps are specific to finding donors with no giving history. To report on donors with a gift in one period but not another, please refer How to query on constituents who gave in a specific date range but not in another specific date range (LYBUNTs and SYBUNTs)



To find non-donors with no gifts on their record at all:
  1. Create a new constituent query. The format can be dynamic or static.
  2. Go to Tools > Query Options > Gift processing tab and review soft credit and matching gift settings. Click OK.
  3. On the Criteria tab, add a filter looking for constituents with no gifts, such as First Gift > Gift Date blank. (A constituent with no gifts has no first gift, so that gift date does not exist or is blank.) 
  4. On the Output tab, add fields to review the names, such as Constituent > Name.
  5. Click the Results tab to view the names.

OR

To look for non-donors based on a date range and/or a specific Campaign, Fund, or Appeal in Query (such as non-donors to the Annual Fund but they may have other gifts):
  1. Create a new constituent query. The format can be dynamic or static.
  2. Go to Tools > Query Options > Gift processing tab and review soft credit and matching gift settings. Click OK.
  3. On the Criteria tab, select Summary Information > Total Number of Gifts or Total Amount of Gifts**
  4. In the new Edit Field Criteria window on its Criteria tab, set the Operator to equals and the Value to 0 (zero).
  5. Still on the same window in step 4, click on Filter tab.
  6. Select Gift Amount
  7. Select Gift type. Set the Operator to one of and click >> to move over all types***. Click OK.
  8. Still on the Filter tab, add any other desired filters such as gift date, funds, campaigns, and/or appeals. Click OK.
  9. On the Output tab, add fields to review the names, such as Constituent > Name.
  10. Click the Results tab to view the names.
**NOTE: If it's possible that some donors can have $0 gifts, then select the summary field as follows: 
  • If the donor has a $0 gift and they are still considered a "non-donor", use Total Amount of Gifts.
  • If the donor has a $0 gift and they are not considered a "non-donor", use Total Number of Gifts.
***NOTE: Moving over all gift types ensures that all gifts will be considered by the query and nothing is missed. Keep in mind that if specific gift types are selected that the query will only look at the specified ones. For example in creating a query to look for "non-donors" to a certain fund, one constituent has a Pledge to this fund and the query has only the Cash gift type selected. This constituent will show up as a "non-donor" in the results because they do not have a Cash gift type record as specified by the query.



OR

Use the Non-contributors Report:

  1. Create a new Non-Contributors Report, one of the Analytical Reports.
  2. On the General tab, include all records or a selected query of constituents.
  3. On the General tab, enter a date range if needed. This is the range during
  4. which contributions are not made. If you leave the date fields blank, the report considers all dates.
  5. Include all or selected campaigns, funds and appeals on the Filters tab.
  6. Select to create an output query by marking the Create output query checkbox on the General tab.
  7. Preview the report, and name the output query when prompted.