Hi all,
The San Diego Symphony just contracted with Wealth Engine to screen a large number of our constituent records. I'm working on creating an Output Set that will take the list I've created and return all the information they require, but I'm not sure which criteria (if they exist) correspond with which output. I am specifically concerned with many of the gift outputs, especially the "Count of all gifts given by donor or prospect", "Amount of largest gift", "Date of largest gift", "Count of consecutive years donor has given", etc.
I figure many of you have faced this problem before and why reinvent the wheel, right? Has anybody out there, who has worked with WE before and knows the info they want from each Tess constituent record, created an Output Set that returns what WE is looking for? I would appreciate any help or insight!
Best,
Daniel Baker
Chief Advancement Officer
San Diego Symphony Orchestra
Hi Daniel,
We did a screening through another vendor not too long ago and faced a similar challenge. We couldn't get to the gift data they wanted using only the out-of-the-box output set elements. I ended up configuring some custom new ones.
Things like lifetime giving and lifetime number of gifts are fairly easy to accomplish, (you already have "Contribution total giving," which will give you lifetime giving not including soft credits.) You may need to enlist your DBA's assistance for some of the others, if you're lucky enough to have one!
I built a SQL view to give me access to largest gift amount & date, last gift amount & date, and first gift amount & date. It would take some minor adjustments to make it work on your system but I'd be happy to share if those would be useful.
Hi Matthew,
That would be hugely helpful! We do have a DBA...hoping she can adapt your SQL.
Thanks,
Daniel
Sure thing, I'll shoot you an email this afternoon.
At some point in the past I figured out a way to solve the "consecutive years giving" question but I haven't been able to track that down yet.