Hi All - We need a report that will show increase/decrease of new donors that were solely ticket purchasers. I have looked everywhere, and there is not a criteria for first gift. Someone must have a dashboard or report that would give this information. I am going to try an extraction and see what happens.
Criteria - ticket purchaser, first gift FY19 compared to same time period FY20.
OR
No donation past 3 years, ticket purchaser, new gift FY19, compared to same tome FY20
We do have appeals - ticket add on and pre-sale memberships which would count in that process, but we also want to show people who have purchased tickets and then went on to give a gift that year regardless of how the gift came in.
Thanks,
Angela
Hi Angela,With regard to finding out the first gift criteria, there is an Output Set Element (at least, post v14.1 upgrade, I believe) Group called First 5 Contributions that would allow you to see the Amount, Appeal, Campaign, Channel, Date, Designation, Fund, Media Type, and Received Amount for the first 5 contributions recorded to a patron's account.If you already have a List built of ticket purchasers with gifts in FY19 and FY20, running it against an Output Set with some of that First 5 Contributions information might help you narrow down to people whose first gift ever came during the prior fiscal year. And once you have that new List, you could mark it to work as an Analytics filter and visualize some data there.On the side where you're wanting to find people without donations in the last 3 years, there is also an Output Set Element Group called Last 5 Contributions and you could potentially add those to an Output Set as well to find out who hasn't given in that period but has given more recently.Hopefully, this helps as a starting point.Thank you,Brian
Thanks Brian - Yes, I ran a report the same way as you described, but it takes a LOT of manipulation/cutting/pasting/deleting to get the list down to what we need.
Shame that there is not a criteria of first gift instead of just in output.
I am only here to amplify the request of 'first gift' criteria!!
If you (or someone in the building) is feeling up to the task in experimentation, you could potentially build a custom List Builder Criteria in the T_KEYWORD System Table to surface that First Gift information, actually. Pre-v14.1, we actually used the table view LVS_GIFTSTATS and created custom criteria for First Gift Amount, Campaign, Date, and Fund.But yes, in the long run, it would be great for this to be a standard criteria option. +1
I tried this:
In extractions -
Supressed corps/orgs
Supressed donations three years prior to the target year
Ask - Ticket purchaser target year/donation target year.
I get counts that way, and will pull into a list - which may work for total fiscal year, but i want to do year to date comparisons with this fiscal year.
Messy Messy Messy
I found a thread from 10 years ago where someone was wanting to see how many tickets it took before someone made a first gift. Replies for a few years after that so - is there somewhere we can go to get these suggestions to the powers that be? No way this hasn't been requested.
I'm on the Member Advisory Committee, so I'm happy to bring it up.
Further question - is there a canned/simple report for first time donor as opposed to first gift?