Hello!
We're trying to gather a list of people who have been consistent donors to our organization over the past 5 years (Fiscal Year 18-22). We're not looking at how much they've given (it could be $10/year), what funds they've given to, or how many unique times they've given each year. It's about the consistency of giving every single year. Ultimately, our goal is to recognize these committed donors in the annual report, on a donor board in the Museum, etc. Once we get the 5 year report to work in Analytics, we want to pull it for 10, 20, etc. years too.
This is currently what I tried to set up for my colleague and not sure what's the best way to go about it. Any help is appreciated!
Thanks,
Amanda
Hi Amanda,
If you filter the widget to only FY 22 Contributors, that ensures they've given in the most recent FY you wish to count. Then removing the Campaign Fiscal Year from Categories, add a value for Years Consecutive Giving from FY 22... which in my case I used Campaign Fiscal Current Year Offset = -1.
So everyone in the widget has at least 1 consecutive year of giving in FY -1. Then if a constituent has no giving in FY -2, then they really are just a 1 consecutive year donor. If they have giving in FY -2 and none in FY -3, then they are a 2 consecutive year donor, etc.
CASE WHEN ISNULL(([Total Contribution Count],[Campaign Fiscal Current Year Offset = -2])) THEN 1WHEN ISNULL(([Total Contribution Count],[Campaign Fiscal Current Year Offset = -3])) THEN 2WHEN ISNULL(([Total Contribution Count],[Campaign Fiscal Current Year Offset = -4])) THEN 3WHEN ISNULL(([Total Contribution Count],[Campaign Fiscal Current Year Offset = -5])) THEN 4ELSE MAX(5) END
ConsecutiveYearsGiving.dash
Also filtered out $0 contributions and customer ID 0.
Despite my searching prior to posting this reply, I failed to find this post from 2 years ago, until now.
https://community.tessituranetwork.com/topical_groups/zoos-aquariums-tug/f/discussions/26853/consecutive-years-of-giving-membership/75033#75033
Thank you very much!