End-of-Year Lists

To learn about setting up Dynamic Contact Lists, review our guide on 'How to Create a Dynamic List'. This will assist you in creating the following four types of lists.

List of all donors in the past year

Anyone who has given a gift in the past year.

To create a list of current donors:

Click 'Add Filter Rule' --> Under 'Type', choose 'Contact' --> Under 'Field Name', choose 'Year-to-Date Total Gift Amount' --> Under 'Condition', choose 'Greater than or equal to' --> Type '$1.00' in the Value box --> Click 'Save'

List of Prospective Donors

Anyone in your system who has never given (gifts totaling $0 across their lifetime) that may be willing to give toward your End-of-Year.

To create a list of prospective donors:

Click 'Add Filter Rule' --> Under 'Type', choose 'Contact' --> Under 'Field Name', choose 'Total Number of Gifts' --> Under 'Condition' choose 'Equal to' --> Type '0' in the Value box --> Click 'Save'

List of Active Volunteers

Volunteers are an excellent group to target for End-of-Year. Whether you're thanking them for their service or asking for a financial contribution (in addition to the time they've given), it's always a good group to acknowledge.

To create a list of active volunteers:

Click 'Add Filter' --> Under 'Type' choose 'Contact' --> Under 'Field Name' choose 'Volunteer Status' --> Under 'Condition' choose 'Equal to' --> Under the Value box choose 'Yes' --> Click 'Save'

List of Donor Groups

You should compile lists of donors based on how and what they give. Segment those donors into your specified donor groups. Your messaging and strategy will be tailored to these groups.

To create donor groups based on YTD giving:

Click 'Add Filter' --> Under 'Type' choose 'Contact' --> Under 'Field Name', choose 'Year-to-Date Total Gift Amount' --> Under 'Condition', choose 'Less than or equal to' --> Type in the upper monetary amount --> Click Save

Next, click 'Add Filter' again --> Under 'Type', choose 'Contact' --> Under 'Field', choose 'Year-to-Date Total Gift Amount' --> Under 'Condition', choose 'Greater than or equal to' --> Type in the lower level monetary amount --> Click 'Save'

Create a NEW list for each Donor Group by repeating this process and by changing the monetary amounts to whatever dollar amounts you're looking for.

NEED A SPECIFIC END-OF-YEAR LIST? CONTACT US

Support Team: Support@EleoOnline.com