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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

Parents
  • $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

    San Francisco Museum of Modern Art
    Now Open!
    Tickets Available at SFMOMA.org

    415.357.4134
    kball@SFMOMA.org

    151 Third Street | San Francisco, CA 94103

    This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

    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




    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!

Reply
  • $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

    San Francisco Museum of Modern Art
    Now Open!
    Tickets Available at SFMOMA.org

    415.357.4134
    kball@SFMOMA.org

    151 Third Street | San Francisco, CA 94103

    This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

    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




    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!

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