To find non-donors with no gifts on their record at all:
- Create a new constituent query. The format can be dynamic or static.
- Go to Tools > Query Options > Gift processing tab and review soft credit and matching gift settings. Click OK.
- 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.)
- On the Output tab, add fields to review the names, such as Constituent > Name.
- 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):
- Create a new constituent query. The format can be dynamic or static.
- Go to Tools > Query Options > Gift processing tab and review soft credit and matching gift settings. Click OK.
- On the Criteria tab, select Summary Information > Total Number of Gifts or Total Amount of Gifts**
- In the new Edit Field Criteria window on its Criteria tab, set the Operator to equals and the Value to 0 (zero).
- Still on the same window in step 4, click on Filter tab.
- Select Gift Amount
- Select Gift type. Set the Operator to one of and click >> to move over all types***. Click OK.
- Still on the Filter tab, add any other desired filters such as gift date, funds, campaigns, and/or appeals. Click OK.
- On the Output tab, add fields to review the names, such as Constituent > Name.
- Click the Results tab to view the names.
- 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.
OR
Use the Non-contributors Report:
- Create a new Non-Contributors Report, one of the Analytical Reports.
- On the General tab, include all records or a selected query of constituents.
- On the General tab, enter a date range if needed. This is the range during
- which contributions are not made. If you leave the date fields blank, the report considers all dates.
- Include all or selected campaigns, funds and appeals on the Filters tab.
- Select to create an output query by marking the Create output query checkbox on the General tab.
- Preview the report, and name the output query when prompted.