Querying for Last Gift to Annual Campaign
Hello,
I'm struggling to come up with the best way to get this information - but I'm sure someone here will know it in an instant!
I'm pulling together some lists for our annual campaign. While doing this I am (of course) looking at historical gift giving in our database.
In our annual appeal, I want to ask for an increased gift. So, I need to extract previous giving to the annual campaign from Raiser's Edge so that we can calculate a suggested gift amount for this year.
The challenge I am having:
I can't use the Last Gift option in my output. For some of our donors, the last gift includes participation/tickets/auction items in a fundraising gala.
So, I may need to look back at previous campaigns (but I don't know necessarily which year); I also want to be sure to include our event donors in the annual appeal solicitation. Even though they may not have given to a previous annual campaign, they are definitely prospects for this year.
I am trying to pull all donors within the past five years (using a date range on a constituent query), but include last annual gift in the output.
I'm guessing I am going about it all wrong - or may need to do some combination of queries / exports that I haven't wrapped my head around yet. Any ideas?
Thank you!
Comments
-
Jennifer McHale:
Use Export. When you pull over a field from the Last Gift section a Gift Criteria window will open. Use the filters in there to only pull the last gift to your annual campaign using whatever field you track that with (campaign, fund, etc.).Hello,
I'm struggling to come up with the best way to get this information - but I'm sure someone here will know it in an instant!
I'm pulling together some lists for our annual campaign. While doing this I am (of course) looking at historical gift giving in our database.
In our annual appeal, I want to ask for an increased gift. So, I need to extract previous giving to the annual campaign from Raiser's Edge so that we can calculate a suggested gift amount for this year.
The challenge I am having:
I can't use the Last Gift option in my output. For some of our donors, the last gift includes participation/tickets/auction items in a fundraising gala.So, I may need to look back at previous campaigns (but I don't know necessarily which year); I also want to be sure to include our event donors in the annual appeal solicitation. Even though they may not have given to a previous annual campaign, they are definitely prospects for this year.
I am trying to pull all donors within the past five years (using a date range on a constituent query), but include last annual gift in the output.
I'm guessing I am going about it all wrong - or may need to do some combination of queries / exports that I haven't wrapped my head around yet. Any ideas?
Thank you!
0 -
Josh Bekerman:
Use Export. When you pull over a field from the Last Gift section a Gift Criteria window will open. Use the filters in there to only pull the last gift to your annual campaign using whatever field you track that with (campaign, fund, etc.).Of course that was it!
I started to set up the export earlier, but felt like I was just re-adding all of the query information and wasn't sure I was going to get anywhere ... should have clicked on that one more field ...
Thank you!
0
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