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Query and Pledges

Last post 10-30-2009 1:44 PM by JoAnn Strommen. 1 replies.
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  • 10-30-2009 1:36 PM

    • Henry Chiu
    • Not Ranked
    • Posts 5
    • Organization: Yee Hong Community Wellness Foundation

    Query and Pledges

    Hi all,

    I want to make a query that will pull constituents who've made a gift total of $1000 this calaneder year (2009).

    Im having trouble with 'pledges and installment payments'.

    basically if i have a constituent who made a monthly pledge for a total of $12,000 every month in November 2008 (1000 in 12/01/08, 1000 in 1/1/09 etc) my "Total gifts" (run on October 30th 2009, dynamic) criteria will not pick that up since the initial pledge was made back in 2008.

    any tips / hints?

     Thanks!

    Filed under: ,
  • 10-30-2009 1:44 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Query and Pledges

    I run a similar pledge for our auditors.  Criteria I use:

    In Query, go to Summary information,

    Total Amount of Gifts, select greater than $999 or greater than or equal to $1000.

    AND Gift date between 1/1/09 and 12/31/09

    AND Gift type one of cash, pay-cash, MG pay-cash, other, other pay-cash, recurring gift pay-cash (select types you need)

    The gift date and gift type are selected on filter tab for Total amount of gifts.

    This works well for me - hope it helps you.

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
    Filed under:
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