I'm looking for a way to look at the following categorized information:
the past 10 years or so of donors who give gifts between $2,500-4,999 (segment 1), 2,000 - 4,999 (segment 2), and $1,000 - $1,999 (segment 3). I would like to know the total giving of each FY, and the number of gifts that make up that amount.
I can't quite find a report or output criteria to give me the above. Does anyone have any pointers? Thanks!
Debbie,
First, I have a question: you're looking for donors at the different giving levels for each separate fiscal year over the last 10, correct? Do you only want to report, for example, somebody who gave $2,500-$4,999 during EACH fiscal year of the 10? Or is one instance of giving in that range over the last 10 years enough to qualify?
Also, are you looking for just total giving to your organization? Or specifically contributions to a certain Campaign or Fund?
The answer to those questions will play a big role in determining how your Lists are created and how many Lists are needed. It sounds like there's potential for a large number of Lists here in order to get the information you want, which might not be the ideal scenario for you.
Once we have some answers to those questions, I feel like my suggestion is going to be to run the Current Constituent Giving by List report (which is found in the Development folder under Reports/Utilities) against the Lists that you generate. This report can be used to gather a picture of what was received from the constituents on your List and can be filtered by Funds to compare year-over-year. The usefulness of the report, however, may vary greatly based on exactly what you're looking to report.
It could also be possible to run some SQL and create an Output Set Element which will report total giving by FY and just run an Output Set against your Lists, but there'll be questions involved there with regard to whether you want to count pledges plus gifts, only pledge payments and gifts, etc.
Happy to help however I can, but answers to these questions will go a long way towards determining the best path forward.
Thank you,
Brian
I have an output set element of Contributions by Campaign (our campaigns go by fiscal year). I like to do this because some contributions are slated for different annual funds than the current fiscal year (particularly at the turn of the fiscal year).
Data Select: sum(cont_amt)
Data From: t_contribution
Data Where: campaign_no IN (<<p#>>) Where p# is the query parameter for campaign that you have set up.
Then I add that to a set and execute from there.
If you want to go purely by date for a true fiscal year capture, you could switch the Data Where to: cont_dt BETWEEn <<p1>> and <<p2>> (I'm assuming you have the default start and end date query parameters here).
-Kate PowellDevelopment Manager