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Donor SmartList for those who gave to one fund one year but not another

  • You can create the SmartList based on Donors.
  • Set the criteria as: Donation History>Period 1 total donations - Then choose "is greater than" and enter in $0
  • Then click on the "Options" tab to set up the time frame for Period 1. Give Period 1 a name -for Example: Annual Fund 2009- then set up the date range. If you scroll down you will see an area where you can choose specific Fund to include here you would want to check the box for the Annual Fund.
  • Now click on the Don't Show tab and add in a criteria for: Donation History>Period 2 total donations - Then choose "is greater than" and enter in $0 Then click on the "Options" tab to set up the time frame for Period 2. Give Period 2 a name -for Example: Annual Fund 2010- then set up the date range. If you scroll down you will see an area where you can choose specific Fund to include here you would want to check the box for the Annual Fund.
  • You can then click on Customize to show a column for the donors total giving in that time frame. Scroll down through the list and find the option called Annual Fund 2009 Giving (or whatever it was that you named Period 1) *Note you can also customize it to show the Annual Fund 2010 Giving column This column should be blank since these donors did NOT give in that year to that Fund.
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