Hey Everyone,
My organization is trying to find a way to pull the total number of years someone has been a donor for a list of patrons.
We are not particularly concerned about establishing consecutive years, nor do we care if someone is still a current donor. We would just like to be able to export data about years of giving for any group of patrons whom we select. Right now, it seems the only solution is to manually go in and count up how many gifts appear in the contribution screen for each individual – we hope there is a better way.
I was wondering if anyone out there has come-up with a solution to this problem and would be willing to share.
Thanks! Alana
Alana,
One way to do this would be through Output Set Builder. Add a row with the following values in TR_QUERY_ELEMENT:
Data Select - count (distinct cp.fyear)
Data From - vs_contribution c join t_campaign cp on c.campaign_no = cp.campaign_no
Data Where - c.cont_amt > 0
What this will give you is the total number of FISCAL years (not calendar years) in which a donor made a gift.
The problem with this solution is that it does not take into account soft credits. So if a donor's only gift in a fiscal year was a credit, not an actual gift, the number would be less by that year. In order to get around this, you could create a view that includes gifts and credits and then pull from there rather than from vs_contribution.
Sorry, its an imperfect solution.Dale
I am trying to do this same (or a similar) thing. We want to generate a donor profile of all of the donors in our organization. The goal is to be able to see how many donors donate annually, at what levels, and how many people are first time donors who do not give again.
I was trying to play with the instructions above but maybe with the software changes since 2010 that doesn't appear to work. Thoughts on pulling this in the new version?
Hi Maria,
This should still work - we are on v12.5.1 and this logic still returns data.
When you say that "it doesn't appear to work" do you mean that it returns a zero result for the given constituents or that the number of years is incorrect?
Sorry to sound patronising - but have you checked that your campaigns have the FYear field completed?
Martin