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!
Hi Matthew,We pull our donor lists using extractions - screenshot below, but we ad criteria like contribution date, the fund, the amount and the constituent role (we select Owner & Owner/Initiator) This creates a list of the people matching the criteria
You can then run a report/utility (Current constituent giving by list) to get the actual donated amount (total and per fund) for that list.We actually also allocate donors to donor levels, but I'm not across how that's set up or managed sorry!
I agree with Nicola. I would use an extraction to get the information or use an extraction to make a list of the donors and then use the Report called Current Constituent Giving by List and make sure you include soft credits, as you said.. However, when creating almost any extraction we have a standard set of segments we use to suppress constituents in our database. We suppress those that are inactive, deceased, staff members, etc. If we only want individuals then we add also suppress Corporations and Foundations. If you haven't made some standard suppressions, you might want to do that first.