Identifying Donors Over Multiple Years

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I need to identify donors that have given over a certain threshold over multiple years. Is there a way to query for this or use Access or Excel to identify said constituents using an export list?


Thank you for your time,

Jared

Comments

  • Jared Blumer:

    I need to identify donors that have given over a certain threshold over multiple years. Is there a way to query for this or use Access or Excel to identify said constituents using an export list?


    Thank you for your time,

    Jared

    Yes you can query this. Do you want to do something like everyone who has given a one-time gift of $1,000 or more in the last five years? Or more like have given $1,000 total per year? Your parameters will make a difference. I highly suggest looking into the training on queries to help you identify your parameters and successfully execute the query. Once the query is executed, you can use export to clean up the list and get the information you need in Excel.

  •  You can use the consecutive giving report in analytical reports and save a static query from it. In the output fields you can include the number of consecutive years giving from the gift summary fields. This is one of the instances where you could run an export directly ffrom the query. If you only want donors who have given a certain amount attach a query with that criteria to the report before you run it.

     

     

  • And yes, you can also just do this with the query and without the consecutive giving report!  

    Karen Stuhlfeier
    :

     You can use the consecutive giving report in analytical reports and save a static query from it. In the output fields you can include the number of consecutive years giving from the gift summary fields. This is one of the instances where you could run an export directly ffrom the query. If you only want donors who have given a certain amount attach a query with that criteria to the report before you run it.

     

     

     

     

  • Thank you all for your help!
  • Karen Stuhlfeier:

     You can use the consecutive giving report in analytical reports and save a static query from it. In the output fields you can include the number of consecutive years giving from the gift summary fields. This is one of the instances where you could run an export directly ffrom the query. If you only want donors who have given a certain amount attach a query with that criteria to the report before you run it.

     

     

     

    You know, I always forget about this report. This is probably the easier way to get the data.

  • The Consecutive Giving Report is the method I would go with. You can create a static query from there.

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