Query by gift frequency

Gaby Gollub

Is it possible to create a query to see who is making a sustaining gift of a particular frequency? For example: who chose to make a monthly, quarterly or annual gift on one form, or who opted in to make a gift recur annually. I would like to create a group for each frequency and can't figure out how I would create this query. I've only been able to locate this info in transaction reports. Thanks for your wisdom!

Sharon Sandberg

I don't know if this will help, but, the person who set up our database created gift specific attributes. I know the “a” word is a sticky one here. But, I have figured out that when you have things specific for your institution attributes are a great way to keep the organized and queryable. The other thing is perhaps do a gift query looking at the gift type (recurring) (and make sure you choose active) and output the schedule? Just a thought without actually attempting it.

Gaby Gollub

Thanks for these ideas, Sharon! I will check them out.