Hello, All-
Has anyone had experience pulling the number of gifts a donor has contributed over a given time frame? I'm specifically looking to pull a list of donors who have given at least 7 times during the last 10 years, and I haven't been able to come up with a method of doing this that isn't super labor-intensive.
Thanks for any feedback you can offer!
Sara Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4
Hi Sara,
I would download a Fund Activity Report to a CSV file. Then, I would filter out all the pledge payments and run a pivot table on the pledges and gifts. In the pivot table you could filter for the fiscal years needed, filter out any funds you don’t want included and then choose count instead of sum for the totals. You would need some Excel experience, but it would be fairly easy.
Feel free to email me if you need more info.
Mark
Mark Frey | Manager Database & Analytics | mark.frey@woodruffcenter.org
1280 Peachtree Street NE Atlanta, GA 30309 | P: 404.733.4277 | F: 404.733.5294 | Give to the Arts!