Excluding constituents based on outstanding pledges?

You will want to create a constituent query with two separate "summary gift" criteria (plus whatever other criteria you may want).


If you're not familiary with the "summar" critera sets in a constituent query, you should definitely do some research. Thesea are very powerful tools and can solve most complex querying problems.


Criteria #1

• Summary Information > Summary For Gift > Total Amount of Gifts
• Operater = "greater than or equal to", Value = 10000
• Filter
  • Gift date = between [whatever your date range is]
  • Gift type = [all cash gifts, so "cash," "pay-cash", "recurring gift pay-cash", and stock/property types if you use them]
  • Include any other criteria you want to use to limit the results, if any

Criteria #2

• Summary Information > Summary for Gift > Total Number of Gifts (THIS IS DIFFERENT THAN CRITERIA #1)
• Operator = Equals, Value = 0
• Filter
  • Gift date = [include a range if this is pertinent. If you don't care about date range here, don't include it]
  • Gift type = pledge
  • Pledge Balance = greater than 0

Note: So what you're asking for in criteria #2 is people who have zero pledges that have a balance greater than zero. 


You can then pipe this query into whatever kind of report you want.