Hello! I'm looking for a way to pull a list of all donors who have given 1k+ in the last 14 months and what their total giving in that time was but can't seem to find a simple way of pulling this information. We have a significant number of donors who give through foundations/giving vehicles/etc. so we want to make sure soft credits are included in total giving. Any pointers on reports or other tools to pull this information?
Our institution recently had significant overturn in the Dev. office so we are reexamining our use of Tess and do not currently have donor levels setup in Tess but any pointers on how donors can automatically be added to giving levels would be helpful as well as I imagine that would greatly streamline this process in the future.
Thanks in advance for your help!
Following for any leads on automatically assigning donors to specific levels. That would save me tons of time every year.
As for setting up programs (like a donor list) and donor levels the creation is done through System tables (T_Program, and TR_Donation_Level). Then managed individually in the Names tab-> Program Names on a donors record.
Once we had everything setup, our IT wizards were able to take our lists and names add the appropriate entry to each record.