Does anyone have a good way of pulling donors by their final pledge payment date? I'm looking for a way to know what "monthly" (sometimes it isn't precisely monthly) donors will have completed their pledge soon and are ready to be solicited for renewal. I can't necessarily pull by gift date either, because our pledges last anywhere from 4-12 months from what I've observed so far.
I've jerry-rigged a way to extract the folks I want for now, but if anyone has a fancy bit of SQL I'd be much obliged.
Hi Katie!
Could you use the Yearly Cash Planning report to get at this information? It displays billing schedules across the months. Although, you wouldn't necessarily be able to filter by folks whose final payment is in a given month, it should be clear, for the folks pulled, which month their schedule ends with.
Hope this helps!
Nick