Contribution History

Our Planned Giving Officer would like to find constituents (individuals) who have made contributions in any 6 of the last eight years.  A recent list she created identified only 55 records. 

However, it looks like the criteria chosen requested individuals who have given to each of the last eight years rather that 6 of the eight.

What type of criteria would be called out in list manager to give her what she is looking for?  Would an extraction work better for something like this with each fiscal year having its own line in the extraction?

We have campaigns for each fiscal year and funds within each of the campaigns.

Michelle Wohlers

Parents
  • Aha - you're looking for customers who have given to at least 6 of the last 8...

    this SQL worked for me...

    select distinct customer_no
    from t_contribution
    where fund_no = 5
    group by customer_no
    having count(campaign_no) >=6
    order by customer_no

    Of course, you can use whatever fund_no or date limitations you need.

    Jan

Reply
  • Aha - you're looking for customers who have given to at least 6 of the last 8...

    this SQL worked for me...

    select distinct customer_no
    from t_contribution
    where fund_no = 5
    group by customer_no
    having count(campaign_no) >=6
    order by customer_no

    Of course, you can use whatever fund_no or date limitations you need.

    Jan

Children
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