Donors who gave last year and not this year
Open a gift list that covers more than one calendar year and type the year the report is for. The page places every donor in one group: gave last year and not this year (the list fundraisers call LYBUNT), gave only in earlier years (SYBUNT), gave in both years, came back after a year without a gift, or gave for the first time this year. Beside each donor is what they gave in each stretch, added up again from the list.
The gift list is read in your browser and stays on this device. Nothing is uploaded.
The file is read in this browser and is not uploaded.
These are matched from the header words. Check them and change any that are wrong. Donor name, gift date, and gift amount are needed; a donor id keeps two spellings of one name together.
Donors are grouped by whether they gave in this year, in the year before it, or only earlier. It starts as the latest year in the list.
Groups
Donors
This tool lists donors by the dates of the gifts in your list and adds up what each gave. It does not say what to do about any donor.
What gets checked
- Every donor in the gift list is on the report exactly once, and the report has no donor who is not in the list.
- Every donor is in the group their own gift dates give. A separate routine works this out again by comparing each gift date with the first and last day of the two years, and shares no arithmetic with the routine that builds the report.
- Each donor's gift count and four amounts (given in the year, in the year before, earlier, and later) equal that donor's rows in the gift list added up again.
- Each group's donor count and amounts equal its own donors added up.
- The totals for the year, the year before, earlier, and later each equal the gifts in the list dated then, and the four add up to the whole gift list.
- The donors' gift counts add up to the number of gifts in the list.
- Warnings are shown when the list has no gift dated in the year before, when any gift is dated after the year, and when any gift is zero or negative.
- Every row with data is accounted for: used, listed as left out (with its row number and the reason), or listed as unreadable. An unreadable row marks the result not verified.
How it works
- Open the gift list. Drop a .csv or .xlsx file with one row per gift, covering at least this year and last year. It is read in the browser. A workbook built from the gift log template on this site opens as it is.
- Check the column mapping. Columns are matched from the header words. Donor name, gift date, and gift amount are needed. With a donor id, gifts are grouped by the id; without one, by the name with case, punctuation, and spacing ignored.
- Type the year. The year box starts as the latest year in the list and can be changed. The year before it is last year; anything before that is earlier.
- Group the donors. A donor gave in a year when the list has at least one gift from them dated in that year, whatever the amount. Each donor lands in exactly one group, with the amounts given in the year, the year before, and earlier, and the date of their latest gift.
- Review, print, or download. The verification certificate lists every check. Print the report, or download Excel or CSV with one sheet for the groups and one for the donors.
Worked example
A made-up gift list with ten gifts from six donors, dated 2023 to 2026, and the year 2026 typed. Last year is 2025.
| Donor | Group | Given in 2026 | Given in 2025 | Given before 2025 | Latest gift |
|---|---|---|---|---|---|
| Blake Oyelaran | Gave in 2025, not in 2026 | $0.00 | $400.00 | $0.00 | 2025-11-30 |
| Finley Okonkwo | Gave in 2025, not in 2026 | $0.00 | $40.00 | $0.00 | 2025-12-31 |
| Casey Marchetti | Gave before 2025, not in 2025 or 2026 | $0.00 | $0.00 | $1,000.00 | 2023-09-01 |
| Avery Lindqvist | Gave in 2025 and in 2026 | $250.00 | $250.00 | $200.00 | 2026-01-11 |
| Emery Vasquez-Holt | Gave in 2026 and before 2025, not in 2025 | $60.00 | $0.00 | $125.25 | 2026-02-02 |
| Devon Achterberg | First gift in the list is in 2026 | $75.50 | $0.00 | $0.00 | 2026-04-05 |
Two donors gave in 2025 and not in 2026: $400.00 + $40.00 = $440.00 given last year. One gave only before 2025. Finley Okonkwo's gift on December 31, 2025 counts in 2025. Over all six donors, $385.50 was given in 2026, $690.00 in 2025, and $1,325.25 before 2025, which add up to $2,400.75, the same as the gift list.
The example uses made-up names and numbers.
Questions
What do LYBUNT and SYBUNT mean?
They are fundraising shorthand. LYBUNT is a donor who gave last year but, so far, not this year. SYBUNT is a donor who gave in some earlier year but not this year; on this page that group holds donors whose latest gift is from before last year, so no donor is in both lists.
What counts as giving in a year?
At least one gift row for that donor dated from January 1 to December 31 of that year, whatever its amount. A correction entered as a negative gift still counts as a row in its year, and the page warns about it with the row number.
Can the report be run part-way through the year?
Yes. It uses whatever gifts are in the list on the day the file is opened, so a donor who has not given yet this year is listed under last year until a gift dated this year appears in the list.
Why is one donor listed twice?
The report has each donor once, but two spellings of one name are two donors when the list has no donor id. The donor de-duplication page finds donor entries with the same name, the same email, or the same address so they can be merged first.
Does the page say which donors to contact?
No. It groups donors by the dates of their gifts and adds up what each gave. What is done with the list is up to the organization.
How are the groups checked?
A separate routine goes back to the gift list for every donor. It places each gift by comparing its date with the first and last day of the two years, adds with whole-number arithmetic in cents, and compares the group and the amounts with the report. A donor moved to another group fails a check even when every total still agrees.
This tool calculates and checks numbers. It is not legal, tax, or medical advice.