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WealthEngine data pull from Tessitura

Moriah Mills
$organization

Our Company just recently transferred to Tessitura so I am brand new to the program. We also began using WealthEngine to screen our donors. As part of our contract WealthEngine will screen a large group of our donors for us but they ask for us to send them about 66 fields of info on each Constituent. I thought the best way to achieve this would be to build an Extraction Table to pull everyone we would like to screen and then build an Output Set to get all the fields WealthEngine would like to have. I found most of the information I need however, the Output Set Builder does not seem to have a way to get the following:

•Total number of gifts given by a constituent

•Most Recent Gift Amount 

•Largest Gift Amount

•Largest Gift Date

•Constituency 

•Business Name

•Business Address

•Business City

•Business State

•Business Zip

•Spouse Name (First, Middle, Last)

•Spouse Business Name

•Spouse Business Title

•Spouse Business Phone

•Spouse Business Address

 

•Other Addresses

Has anyone had a similar experience and know the best way to go about getting the information we need?

Thanks!

  • $organization

    Hi Moriah!

    Do you have someone in house that has system table access and some SQL knowledge? If so, they should be able to create some custom Output Set elements for you to get at this info.

    The Output Set Builder Cookbook (you can search for it on the website just like that!) is also a super handy resource for this. Some of the things you are looking for are right in there.

    Hope that helps get you started.

    Beth

  • $organization

    I have done this for WealthEngine. We pull a list of the constituents that we want and then build an output set for the information you have listed that you need about each of the constituents. I hope this helps and gets you started.

     

    Thanks,

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Moriah Mills
    Sent: Tuesday, September 03, 2013 10:44 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] WealthEngine data pull from Tessitura

     

    Our Company just recently transferred to Tessitura so I am brand new to the program. We also began using WealthEngine to screen our donors. As part of our contract WealthEngine will screen a large group of our donors for us but they ask for us to send them about 66 fields of info on each Constituent. I thought the best way to achieve this would be to build an Extraction Table to pull everyone we would like to screen and then build an Output Set to get all the fields WealthEngine would like to have. I found most of the information I need however, the Output Set Builder does not seem to have a way to get the following:

    •Total number of gifts given by a constituent

    •Most Recent Gift Amount 

    •Largest Gift Amount

    •Largest Gift Date

    •Constituency 

    •Business Name

    •Business Address

    •Business City

    •Business State

    •Business Zip

    •Spouse Name (First, Middle, Last)

    •Spouse Business Name

    •Spouse Business Title

    •Spouse Business Phone

    •Spouse Business Address

     

    •Other Addresses

    Has anyone had a similar experience and know the best way to go about getting the information we need?

    Thanks!




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