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Matching Gift Pledge included in total amount of gift

Last post 09-30-2009 11:53 AM by Douglas Clinton. 1 replies.
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  • 09-24-2009 3:28 PM

    Matching Gift Pledge included in total amount of gift

    I need to pull a list of constituents who made a gift between 7/1/08 - 6/30/09 (our fiscal year) and who may have a match gift projected or paid totaling $1866. How would you query this?

  • 09-30-2009 11:53 AM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 320
    • Organization: Blackbaud, Inc.
    • Products:  The Raiser's Edge

    Re: Matching Gift Pledge included in total amount of gift

    Hello Jo lynn,

    Here is how I would query on that:

    Create a constituent query with the following criteria:

    Summary Information, Total Number of Gifts greater than or equal to 1, on the Filter tab select:
    Gift Date between 7/1/08 - 6/30/09
    AND Summary Information, Total Number of Gifts greater than or equal to 1, on the Filter tab select:
    Gift Date between 7/1/08 - 6/30/09
    AND Gift Type equals MG Pledge
    AND Gift Amount greater than or equal to $1866

    Hope this helps!  

    Filed under: ,
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