Donor List request- donors who gave in November & December for specific funds over multple years

Cathi Christopher

I've been asked to pull a list of donors that have given in November & December to certain funds going back as far as we have data. Any ideas on how to pull that?

Don Burrhus

If you have a short number of years of history, you could use a few 'OR' lines (in parentheses) to a query each of which has a specific gift date range like 11/1/2023-12/31/2023. If you have a lot of giving history, just export all gifts (of the relevant Types and to the specified Funds) and then in Excel create formula that returns the Month Names and filter for only November and December.

Jeannie Goings

A solution is a gift query pulling for the selected funds. The export will need GiftID/GiftImportID, Gift Date, ConstituentID/ConstituentImportID. Export to Excel. From the Date column, extract the month using the formula =text(b2,"mmm"), assuming gift date is in column B. Remove all rows that are not November or December. With the constituent IDs you can copy paste them to a constituent query.

Cathi Christopher

thank you both!