Giving Change¶

This Condition, located on the Contributions category tab in Search Builder, allows you to find people whose giving has increased or decreased by comparing two equal periods of time.

Enter the number of Days in Period (the default is 365 if left blank). With 365 days:

The first period runs from 730 days ago through 365 days ago.
The second period runs from 365 days ago through today.

The value is the percent change from the first period to the second period. For joint givers, the gifts are credited to the Head of Household.

Important

We highly recommend a period of at least 365 days. With a shorter period, people who give only once a year or quarterly will appear to have decreased.

Note

You must have the Finance role to get results from this Condition. Without it, the search returns 0 people and does not show an error.

Increase in Giving: Enter a positive number as the percent increase.
Decrease in Giving: Enter a negative number as the percent decrease.

Use Case

To find those whose giving has decreased by 90% or more, use a Comparison of LessEqual and a value of -90. To find those whose giving has more than doubled, use Greater and 100.

Special Cases: No Longer Giving, or Just Started Giving

People who gave in the first period but nothing in the second period are given the value -100000. People who gave nothing in the first period but gave in the second period are given 100000. Use Equal with one of these numbers to find only those people. Because they are just very large percentages, they are also included in Less / LessEqual and Greater / GreaterEqual results.

Create a Giving Change Report¶

No doubt you will want to see the actual numbers for the individual and that is easy enough by just going to their Giving tab.

However, if you want to see a report specifically made to show this information at a glance, we have a special SQL script your System Admin can install on your database and then add to the Custom Reports.

Note

You can name the file something other than GivingChange. However, it must exactly match the wording in both the Sql Script and in the line you copy for the Text File. In other words, if you put a space in the name of the file, making it Giving Change instead of GivingChange, you must change the Sql and the line you insert in CustomReports to include the space.

Step 1: Go to Admin > Advanced > Special Content > Sql Scripts tab, and click New Sql Script File.
Step 2: Enter the name GivingChange, and click Submit
Step 3: Copy the following text and paste it into the editor for the script you just created.

SELECT
    Name,
    gc.PeopleId,
    gc.TotalPeriod1,
    gc.TotalPeriod2,
    gc.Change
FROM GivingChange(365) gc
JOIN dbo.People p ON p.PeopleId = gc.PeopleId
JOIN dbo.TagPerson tp ON tp.PeopleId = p.PeopleId
WHERE tp.Id = @qtagid
ORDER BY gc.PctChange

Step 4: Click Save Sql Script

Note

If you run the script at this point, it will use your last search results to find people whose giving has changed.
Step 5: Now go to Admin > Advanced > Special Content > Text Content, and click on the name CustomReports.
Step 6: Copy the following line of text and insert it at the bottom of the file just above the </CustomReports> line and then Save Changes.

<Report name="GivingChange" type="SqlReport" role="Finance" />

https://i.tpsdb.com/2015-10-27_08-24-41.png

Step 7

At this point, you can run the script and it will include anyone in your last search. At the bottom of the report is a link to Add Report to Menu. Click that if you want the report to display under the main Reports header.

If you run the report from the main header, it will always generate for the last search that you ran.

Run this Report¶

Create a search which includes the Giving Change Condition, so that you can set the change percent and include in other conditions you need.
Run the search.
Select Blue Toolbar > Cloud > SQL Reports > GivingChange.

Note

If you do not include the Giving Change Condition in your search, when you select the GivingReport from the menu, it will, by default use 365 days and will include everyone who was in your search results whose giving has changed.

You can also run the report from an Involvement or a Tag, and the report will return everyone whose giving has changed - including anyone whose giving has either stopped or started.

Tip

If you prefer an Excel spreadsheet, you can change RunScript to RunScriptExcel in the URL and that will produce an Excel spreadsheet using the last search that you ran for the criteria. Only those with contributions will show up in the report results.

URL example: https://MYCHURCH.tpsdb.com/RunScriptExcel/GivingChange/ Of course, instead of MYCHURCH, you would have your church’s name as it appears in your TouchPoint URL.

Warning

If you don’t feel comfortable creating this SQL report, or have trouble with it, submit a Support Request using the ?Help link in your database and we can help you.

Latest Update

10/03/2026

Clarified the Days in Period setting and special values, updated menu paths, and documented the Finance role requirement.