Output Preferred State for Individuals who donate through Orgs and are soft credited

Phillip Hawkins

Does anyone know how to build a query that outputs the name of the Org, the soft credit recipient name, the amount of the gift that was soft credited, the number of gifts and the state the soft credit recipient lives?


For example, we have several Individuals who donate through Donor Advised Funds (DAF). The gift is entered onto the DAF record and the Individual is soft credited. When I need to run a State report to show for each state the total number of gifts, total number of donors and the state those donors live, my output is listing the state the Org is located. Instead, I need the state to be where the Individual lives. So, for an Individual who lives in Texas and donates through a DAF located in Ohio, I need this report to output the Preferred State as Texas, not Ohio.


Any ideas?


Thank you in advance!

Aaron Rothberg

Hi Phillip-


Just focusing on the Soft Credit recipient Preferred Address part of your question, there's no way to get at this piece of data using native Raiser's Edge tools. To get at that data you would need to see a Preferred Address node under the Soft Credit dimension in a Gift Query. If you open a Gift Query and look under the Soft Credit dimension you'll see Soft Credit Amount as the first field listed so you can get at that field. Number of gifts is difficult depending upon if you are counting the number of gifts from the DAF, the number of gifts from the donor that directed the DAF funds, or both.


One idea, however, is to output the Soft Credit Constituent Id and within Excel, use VLOOKUP to bring in the Preferred Address from different Export.