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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

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  • $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
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    415.357.4134
    kball@SFMOMA.org

    151 Third Street | San Francisco, CA 94103

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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 

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