Long-time Donors

I pull a list of donors for ALL those years at a giving level of greater than or equal to $.01.

Then I have an output set built with multiple custom “Total Giving” Elements; these are parameter driven by campaign; ALL my campaigns are in a dropdown. I assign each Total Giving element to one of my fiscal years. For example, Total Giving 1 would be 16-17 Fiscal Year – I would choose the appropriate 16-17 Campaigns, I would assign Total Giving 2 to be 15-16 Fiscal years and choose the appropriate (and assuming matching) campaigns, and so on.

Cust Sort Name

Address info (if needed)

Total Giving 1

Total Giving 2

Total Giving 3

Total Giving 4

Total Giving 5

Total Giving 6

Total Giving 7

I hope this helps. Feel free to call.

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Levy
Sent: Tuesday, November 29, 2016 2:59 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Long-time Donors

I'm trying to capture a list of donors who have given annually (at any level) for 5-7 years. I'm not sure of a simple pre-loaded way to do that, so I'm looking for guidance. Any thoughts?

Thanks so much!

Beth Levy

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Hi, Beth:

You can use lists. Make a separate list for each year’s donors. Then, set up a list that uses them all as separate lines:

CRITERIA     OPERATOR     VALUE

List                        Has          [current year’s donors]

List                        Has          [last year’s donors]

List                        Has          [donors from 2 years ago]

List                        Has          [donors from 3 years ago]

List                        Has          [donors from 4 years ago]

The result should consist of only those who gave in all years.

Lucie

I LOVE the HAS function of lists. Amazing!

Michael Joyal
Direct 204 954 6411

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Levy
Sent: November-29-16 4:14 PM
To: mjoyal@royalmtc.ca
Subject: RE: [Tessitura Development Forum] Long-time Donors

Awesome! I was trying to wrangle something in this direction, but missed the final piece of the puzzle. Thanks for this.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!