Lifetime Giving Threshold Email Alert

Michelle Schindler

My Partnership officers would like to be notified when someone in their portfolio hits certain Lifetime Giving thresholds ($100,000; $500,000, etc.)

Any ideas on if this is possible to automate? I've been playing around but haven't quite figured it out.

Alex Wong

@Michelle Schindler
Yes, it is possible to automate, but you will have to think through how you want to handle it.

First thought process is, what constituents to check:

• You can check all constituent in your database every night for their lifetime giving to be over threshold
  • This may be TOO Much depending on how many constituent you have in your system
• You can check all constituent that has a recent gift (by using gift list api filtering on gift date added or gift date)

Once you got a list of constituent (mainly just need the constituent system record id), you can loop through each constituent and check each (yes you have to do it ONE constituent at a time) lifetime giving (there's an API endpoing for constituent giving summary) and proceed with the rest of your logic.

Heather McLean

@Michelle Schindler - not exactly the same but @Carla Murphy created a template awhile back that was also looking at gifts and meeting thresholds that could be useful to you.