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Wealth Engine Batch Input

Daniel Baker
$organization

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

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  • $organization
    I'd also like to see a solution along these lines.

    --Tom

    On Thu, Aug 6, 2015 at 3:08 PM, Tessitura Technical Forum wrote:
    Matthew,

    That would be great as well, if you can find it. Thanks!

    Daniel



    On Aug 6, 2015, at 11:57 AM, Matthew Echert > wrote:


    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.
    From: Daniel Richards >
    Sent: 8/6/2015 2:14:15 PM

    Hi Matthew,

    That would be hugely helpful! We do have a DBA...hoping she can adapt your SQL.

    Thanks,

    Daniel



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • $organization
    I'd also like to see a solution along these lines.

    --Tom

    On Thu, Aug 6, 2015 at 3:08 PM, Tessitura Technical Forum wrote:
    Matthew,

    That would be great as well, if you can find it. Thanks!

    Daniel



    On Aug 6, 2015, at 11:57 AM, Matthew Echert > wrote:


    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.
    From: Daniel Richards >
    Sent: 8/6/2015 2:14:15 PM

    Hi Matthew,

    That would be hugely helpful! We do have a DBA...hoping she can adapt your SQL.

    Thanks,

    Daniel



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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