Contribution Amount With Both Joint Since Setting
=================================================

This Condition, located on the `Contributions` category tab in Search Builder,
allows you to find people based on the total amount they have given
(including gifts they gave jointly with a spouse)
since a start date that is stored in a **System Setting**.

Instead of typing a fixed date, you enter the name of a Setting that holds
the start date. This is useful when the start date changes over time
(for example, the beginning of the current fiscal year) and you do not
want to edit the search each time.

How to Use It
-------------

In the `Setting Name (with start date)` field, enter the name of the Setting
that contains the start date. You may optionally follow the Setting name with
a comma and a **Fund Id** to limit the total to a single fund
(for example, ``FiscalYearStart, 12``). Leave the fund off to include all funds.

Then select a `Comparison` (such as `Greater Equal`) and enter the dollar
amount in the value field. The search totals each person's contributions
(both individual and joint gifts) from the Setting's start date through today
and compares that total to the amount you entered.

Where the Setting Comes From
----------------------------

There is no built-in Setting dedicated to this Condition, so in most cases
your System Admin will **create a Setting of their own** to hold the start
date, on the `Admin > Advanced > Settings` page. The Setting's value must be
a **date**, which becomes the start date of the giving total. You may also
point the Condition at any existing Setting whose value already happens to be
a date you want to use.

.. admonition:: Example

    Suppose your Admin creates a Setting named ``FiscalYearStart`` with the
    value ``1/1/2026``. To find everyone who has given at least $500 to all
    funds since that date, enter ``FiscalYearStart`` in the
    `Setting Name (with start date)` field, choose the `Greater Equal`
    Comparison, and enter ``500`` for the amount.

    To limit the total to Fund 12 only, enter ``FiscalYearStart, 12`` instead.

.. note::
    Because the start date lives in the Setting, you only have to update the
    Setting's date once each year and every saved search that references it
    automatically uses the new date. See :doc:`../Administration/Setting_Index`
    for how to add or edit Settings.

.. important::
    You must have the **Finance** role to get results from any Condition
    on the `Contributions` tab that relates to actual contribution amounts.
    Without the **Finance** role, this Condition returns no results.

.. seealso::
    | :doc:`../Finance/index`
    | :doc:`../Administration/Setting_Index`

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+--------------------+------------------+
| **Latest Update**  |  **07/08/2026**  |
+--------------------+------------------+

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