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Date of First Gift

Joshua Carter
$organization

We want to start sending donor anniversary cards once each month. I’m not sure how to best pull this info.

Basically, if you gave your first ever gift on March 10th of 2005, March would be your anniversary month.  

Is there a way to pull this information? Or will this need to be a custom built attribute? 

Thanks,
Joshua

  • $organization

    Joshua,

    We use a custom Output Set Element which reports the first gift date, amount, fund, and campaign.

    Let me work on getting the precise code for it.

    Thank you,

    Brian

  • $organization

    The SQL code to pull the information is:

    • SELECT first_gift_dt from LVS_GIFTSTATS


    In LVS_GIFTSTATS, you can also select:

    • largest_gift_amt
    • largest_gift_dt
    • last_gift_amt
    • last_gift_dt
    • last_campaign
    • last_fund
    • first_gift_amt
    • first_campaign
    • first_fund

     

    To build these as Output Set Elements, you'll need to work in TR_QUERY_ELEMENT and TR_QUERY_ELEMENT_PARAMETER in the System Tables.



    [edited by: Brian Parker at 5:28 PM (GMT -6) on 29 Mar 2017]
  • $organization in reply to Brian Parker (Past Member)

    Hi Joshua,

    Like Brian said the quickest way to do this is with Output Builder, and yes it requires a custom element.  The exact coding is available in the Output Set Builder Cookbook.

    The cookbook will have you use the standard Tessitura SQL view for contributions which is different than the local custom view (LVS_GIFTSTATS) that Brian uses.

    Jared

  • $organization in reply to Jared Mollenkopf

    To piggyback on the great answers already here, it may help to quickly define what constitutes a 'first gift' for your team in case it affects how you build your custom element.

    For example, coding the element to only pull gifts greater than $0 will squash any $0 contributions that might be lurking due to adjustments. You could also customize the output to only look at certain campaign categories for example, if you wanted to exclude things like event tickets/auctions/raffles and target the patron's first traditional annual fund gift. Hope that helps!

  • $organization

    Hi Joshua!

     

    I’m so excited to an easy answer for you!

     

    There are two helpful output set elements that will output information about a constituent’s first contribution.

     

    ·         Contribution First Amount

    ·         Contribution First Date

     

    Once you create a list of constituents in list manager and build an output set with these elements (in the contribution folder) you can execute an output set from reports an utilities. You’re all set! :)

     

    Good luck!

    Kelly

     

    Kelly Ball
    Assistant Director of CRM Enterprise Services

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    kball@SFMOMA.org

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    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joshua Carter
    Sent: Wednesday, March 29, 2017 2:17 PM
    To: Kelly Ball <kball@SFMOMA.org>
    Subject: [Tessitura Development Forum] Date of First Gift

     

    We want to start sending donor anniversary cards once each month. I’m not sure how to best pull this info.

    Basically, if you gave your first ever gift on March 10th of 2005, March would be your anniversary month.  

    Is there a way to pull this information? Or will this need to be a custom built attribute? 

    Thanks,
    Joshua




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  • $organization in reply to Kelly Ball

    Thank you to everyone for your speedy and helpful responses! I'm so glad this will be an easy implementation!

    Thanks to each of you for your advice! 

    Have a great week,

    Joshua