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How to Build a Year-to-Date or Rolling 12-Month Giving Audience for a Tag or Communication List

A common request is “everyone who has given at least $X this year” or “everyone who gave in the last 12 months.” Where you can do this depends on where you are building the audience.

Supporters table: use the Given YTD filter

On the Supporters table, Given YTD is a built-in filter. It adds up each supporter’s successful, non-test gifts from January 1 through December 31 of the current calendar year, and you can set a minimum, a maximum, or both. It is calculated when the table loads, so it is always current. This filter belongs to the Supporters table. It is not available as a condition in the audience rule builder used by tags, messages, and journeys.

Tags, messages, and journeys: no built-in year-to-date or rolling rule

The audience rule builder offers these donor giving conditions:
  • Total Donated (lifetime)
  • Total Number of Donations (lifetime)
  • Total Donated Last Year (the previous calendar year only)
  • First Donated Date
  • Last Donated Date
  • Total Given via Recurring Plans
  • Total Given via Pledges
None of these is a year-to-date or rolling 12-month total. If you need one, create a computed custom field and use it as the condition.

Build it with a computed Donor custom field

  1. Go to Settings → Custom Fields and click Create Custom Field. (Only Admin and Developer roles can create custom fields.)
  2. Set Object to Donor, give it a clear name such as Given This Year or Given Last 12 Months, and set Type to Computed.
  3. Choose the Transactions relation, set Aggregation to Sum, and set the attribute to amount.
  4. Add filters so the total means what you expect:
    • Status is successful, so failed attempts are not counted.
    • Created At is this year for a calendar year-to-date total, or less than 365 days for a rolling 12-month total.
  5. Save the field.
  6. Create or edit a Tag, and add a rule that uses your new custom field as the condition, for example “Given This Year is greater than or equal to 100000”.
  7. Attach that tag to a Communication List. Membership then follows the tag automatically. See Creating a Communication List and Configure Tags.
Before relying on the audience, check the audience preview or the tag’s member count against a few supporters you know.

Enter dollar thresholds in cents

A computed Sum of amount is stored in cents. A $1,000 threshold is entered as 100000. The Prefix, Suffix, Multiply By, and Precision options change only how the value is displayed, not the number the rule compares against. For more on custom field formatting, see Custom Fields.

How often the value refreshes

Computed custom field values are recalculated when something changes on that supporter, such as a new transaction, a profile edit, a login, or a message being sent to them. They are not recalculated on a daily schedule. Two effects follow:
  • Rolling 12-month totals can run high for a supporter whose older gifts have aged out of the window but who has had no new activity since. The total corrects the next time that supporter’s record is recalculated.
  • Year-to-date totals carry over after January 1. A supporter’s total from the previous year can keep showing until their record is next recalculated, so a tag built on “Given This Year” can briefly include or exclude the wrong people in early January.
This mostly affects dormant supporters near the edge of the window. If you need an exact figure, such as for a year-end appeal, use the Given YTD filter on the Supporters table, which is always current. To request a refresh of computed values across your organization, contact WeGive Support.
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Last modified on November 6, 2026