Finding Lapsed Contributors

To find lapsed contributors, you must utilize the saved search feature. The steps are broken out into the following:

  • [Step 1] Search for individuals with a receipt for current year and save the results as a saved search.

  • [Step 2] Create a new search for last years contributors.

  • [Step 3] Insert in the saved search as an exclusion.

  • [Step 4] Results will have last years contributors who have not yet contributed this year.