Contribution Amount With Both Joint by Date Range¶
This Condition, located on the Contributions category tab in Search Builder, allows you to find people based on the total amount given during a date range. For joint giving units, the total of the couple’s gifts is compared, and both spouses are returned, even if one spouse has no gifts recorded. Individual givers are returned as well.
Enter the following:
Comparison and an amount (no dollar sign)
Start Date and End Date
Fund ID (optional) - leave blank to include all funds
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.
Zero and non-givers
Equal
0finds people who have no contributions at all in the date range (to any fund, even when a Fund ID is entered).Less, LessEqual, and GreaterEqual
0also include people with no contributions in the date range, along with the givers who match the amount.
Use Case
To mail a thank-you letter to every household that gave $500 or more
this year, set the Comparison to GreaterEqual, enter 500,
and enter this year’s dates. Both spouses of joint givers are in the results,
so select Couples (both) when you export the mailing list to send one letter per couple.
Sample search in Search Builder¶
To look back a number of days instead of a date range, use Recent Contribution Amount With Both Joint. To return only one person per giving unit (the Head of Household), use Recent Contribution Amount.
Latest Update |
10/20/2026 |
Renamed the article to match the Condition, explained how zero and non-givers are handled, and documented the Finance role requirement. Added a sample search screenshot from Search Builder. Updated the sample screenshot to match the Use Case and changed Combine Couples to the current Couples (both) export option.