---
title: How to follow up with lapsed givers?
description: How to follow up with lapsed givers in Churchteams?
---

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# How to follow up with lapsed givers?

## How to follow up with lapsed givers in Churchteams?

**AI Method (10/29/26)**

1. Export contributions for desired time frame.  Reports \> New \> Export Contribution.  Select: Family (one summary), Totals by Month, Include contribution count if you want.  Select your date range (ex. last 2 years).
2. Save this report for future use.
3. Run report.  It will be downloaded on your computer.
4. Open Claude (recommended) or other AI.
5. Upload the file and give it a prompt like, " Provide a giver analysis including lapsed givers who might need pastoral care attention."
6. Sharpen the results to what you are looking for with further prompts.
7. Ask the AI you use how to save this "skill" to do the same thing in the future.
8. Schedule your Saved report in Churchteams to email you the file once a month (or whatever frequency).  This will remind you to upload it into Claude.

**Classic Reports Method.**

Here's how to use Churchteams to discover lapsed givers and schedule a consistent follow up report.  

1. Click **Reports \> New \> People Listing**.
2. Next, sunder Filters, select Contributions, then scroll to First/Most Recent and put in a date range of 12 to 3 months ago for the most recent contribution. These are people whose last donation was at least 3 months and up to 12 months ago.![Screenshot 2025-07-02 090635](https://help.churchteams.com/hs-fs/hubfs/Screenshot%202025-07-02%20090635.png?width=435&height=328&name=Screenshot%202025-07-02%20090635.png)
3. To remove people who may have given just once or twice during those 9 months, you can scroll further down to Number of contributions and select a number of contributions during the same time frame. ![Screenshot 2025-07-02 090819](https://help.churchteams.com/hs-fs/hubfs/Screenshot%202025-07-02%20090819.png?width=468&height=296&name=Screenshot%202025-07-02%20090819.png)
4. Once you click "Go!", you will see the list of people that meet this criteria.  If you want to adjust anything, like the number of contributions, click the "Back" button displayed on the Churchteams page, as this will hold all of your filters and allow you to adjust things easily. Adjust things until you get a report that you feel best fits your culture and ability to follow up.
5. When you do, click the green "Add to Saved Reports" button and use this image to help set a dynamic date range from 52 to 13 weeks for every time you run the report.  That way, each time it runs, it is looking back at the correct time frame automatically. ![Screenshot 2025-07-02 091601](https://help.churchteams.com/hs-fs/hubfs/Screenshot%202025-07-02%20091601.png?width=628&height=479&name=Screenshot%202025-07-02%20091601.png)
6. Finally, you will want to schedule this report to run automatically, perhaps weekly or monthly. To schedule this report, go to **Reports \> Scheduled \> + Schedule a report**. Select your "Lapsed Donors" report from the dropdown, add email(s) you'd like to receive this list, and set the frequency and start date/time.

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