Identify Non-Givers Using Intelligent Query (IQ)

This article shows how to build an Intelligent Query (IQ) to identify parish families who have not made contributions within a selected date range.

Use this method when you need more detailed filtering than what is available in the Contribution Summary Report.

When to Use This Method

Use this process when you need to:

  • Identify families with no giving activity during a specific timeframe
  • Exclude newly registered members
  • Apply custom filters (such as envelope users or organization)

Build the Non-Giver Query

Step 1: Add Result Columns

  1. In Results Columns, add the fields you want to see (for example: Name, Address, Email).
  2. Add Family DUID to the Results Columns.

Step 2: Create the Main Condition

  1. In Query Conditions, select Family DUID.
  2. Change the condition from is equal tonot in sub-query.

Step 3: Configure the Sub-Query

  1. Select Edit Sub-Query.
  2. Select Add New Condition:
    • Choose Contribution → Payment Amount
    • Set to is greater than → 0
  3. Select Add New Condition:
    • Choose Contribution → Payment Date
    • Set to is between → [enter date range]
  4. Select OK to return to the main query.

Optional Filters

Use the following filters based on your needs.

Include Only Envelope Users

  1. Select Add New Condition
    • Choose Family → Send Contribution Envelopes
    • Set to is equal to → Yes

Exclude New Members

  1. Select Add New Condition
    • Choose Family → Membership Date
    • Change to is less than → [enter date]

This excludes members who joined after the selected date.

Limit Results to Your Organization

  1. Select Add New Condition
  • Choose Families → Owner Organization → Organization ID
  • Set to is equal to → [your Organization ID]

Run the Query

  1. Select Execute Query to generate your results.

Example

This query can be used to identify families who have not made any contributions between January 1, 2015 and December 13, 2024, while excluding new members.

Result

The query returns all families with no contributions recorded within the selected date range, based on the filters you applied.

Quick Alternative

If you only need a basic list of non-givers, you may find it faster to use the Contribution Summary Report in Offering instead. How to Identify Non-Givers.

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