Our finance department would like to be able to tell the board that there were (say) 100 new donors in FY19.
In other words we would like to be able to track how many new donors we get a year regardless of what campaign and then be able to drill down on them. This is separate from the new, renew, reinstate option in Membership. They then want to use this criteria be able to say what channel the gifts came in on, what the dollar amount was etc, and even who they were. By being able to do this for each year we can then see, also, the ebbs and flows of new donors.
Any ideas?
Thanks
Margaret
I would love to hear how others are doing this as well! My current solution is to create a list of donors with no previous giving history and filter by that list.