Recent Non-Tax Deductible Count

This Condition located on the Contribution category tab in Search Builder will find people based on how many non-tax-deductible contributions are on the person’s record. You can specify a fund, but leave that field blank to look at all funds. Enter a number of days to look back.

You can, but do not have to, specify a Fund. You will need to specify the number of contributions and the number of days to look back.

Note

You must have Finance role in order to use this condition.

Use Case

If you record stock gifts as a non-tax-deductible gift on the donor’s record, you can find out how many people are giving multiple times or are giving to a specific fund.

See also

Gifts-in-Kind

We also have another Condition relating to non-tax-deductible gifts which lets you specify an amount.