Donor Recognition

We have a list with multiple different criteria to ensure that we are recognizing all gifts made above $100 within the past year.  However, I believe this list is NOT pulling donors who have made a pledge over $100 1+ years ago, but have made payments on the pledge within the past year.  Does anyone know how to include those memberships?

  • Former Member
    Former Member $organization

    If you're pulling by membership date you should be getting the right answer. I'm assuming your criteria are looking for something like: Contribution date between 01/01/2014 and 31/12/2014. To find pledge payments within that period for contributions with a date before this period you would have to delve into the payment schedule or transaction table.

    If you look at the transaction table for these constituents you'll see Transaction Type: Pledge Payment Received. You will have to set up some custom criteria, but you can get all people who have pledges (in the needed campaign/fund), who had a Pledge Payment Received Transaction, between the dates you need, of $100 or more (and the campaign/fund you need).