How can I find contacts with only 1 contribution during last 12 months?

Question

How can I build a search for contacts that match two criteria?

1) The contact has contributed in the last 30 days;

AND

2) The contact has not contributed another donation within the last 12 months.

In other words, I'd like to select people who have donated for the first time during last 12 months.

Answer 1

Not sure how I would do that with a search, but in general you might want to use CiviRules for donor segmentation? Details can be found here:https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook with some examples.

Answer 2

You should have a look at the contribution reports, particularly the SYBUNT one. Also some reports have a filter that let's you search explicitly for first contributions by a donor.

Answer 3

Sounds like a job for Summary Fields extension

It'll do lots of roll up calculations and store them to make a lot of contribution-related searches of contacts much faster.

Then you can look for contacts that have a value of "Date of Last Contribution" within the last 3 months, and have the value "Total Contributions in the Last 12 Months" equal to the amount "Amount of the last Contribution" - you can do that with the search builder for example.

Answer 4

I'm not sure if this is possible with one search but other approach could be to save the two searches separately as smart groups and then build a new search for contacts that are in the two groups at once.