Hi! My org's development committee is meeting in a couple of weeks to help write thank you notes as we wrap up our fiscal year. Our team wants to identify first-time donors to our current fiscal year over $500 for the board to write notes to. I'm unsure what criteria to use in a list to generate the results I'm looking for. Any suggestions? Thanks!
I thought that there was a First Gift Campaign criteria, but I guess not... Hopefully Date and Amount will get you what you need!
Chris, are those custom criteria made for your org? I don't have those options.
Kaitlin, If they were custom made for our org, I was not aware and they were made before my time...