Help needed with specific data pull

Aly Schroeder
Aly Schroeder
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Altru® General Discussions

I need to create a data pull for a mailing with the following parameters:

Constituents to include- Alumni (1965-1993), grandparents, and past parents (from 2012 or older).

Other parameters:

At least 10 gifts in the last 15 years

Total giving for all gifts to be 25k or more

At least one gift in the past 5 years (except alum)

I am still new to Raiser's Edge and cannot seem to connect with chat for guidance. Can anyone tell me how to set up the query & export to pull the correct info?

Tagged:

Comments

  • Rebecca Entwisle
    Rebecca Entwisle
    Fourth Anniversary Kudos 2 Name Dropper Participant

    @Aly Schroeder
    The basic structure is going to be:
    (Education Class year ONE OF 1965, 1966, etc
    OR Grandparent Coding OR
    Parent Coding, filtered for year)
    AND Summary Gift, Number of gifts is 10 or more
    AND Summary total giving is 25K or more, filtered to last ten years
    AND Gift summary number of gifts 5 or more, filtered to last five years

    So, basically three OR statements enclosed in parentheses to get your basic universe, and then a bunch of AND statements to filter down to the giving history you want. The fact that you want slightly different giving parameters for Alums means you might want to consider building two queries, one for Alums, the other for the rest, and then merging them.

    A lot depends here on how you code your parents and grandparents. I expect you use either constituent codes or attributes, so the detail of those parts of the query will depend on which and how you indicate year.

    And, since you're new to RE, I'll add that you'll want to use the Mail function to actually export the results of your final query, so you can manage household duplication, bad addresses, and solicit codes.

  • Dennis Ladnier
    Dennis Ladnier
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Aly Schroeder you may need to generate multiple reports then cross-reference each through a common identifier;

    Here could be one approach;
    1. Generate list of Constituents to include- Alumni (1965-1993), grandparents, and past parents (from 2012 or older)
    2. List of all gifts from last 10 years - you can then sum totals and counts (>10 gifts, total gifts >$25K, at least one gift in last 5 years except alum)
    3. Based on the common identifier you could then determine who meets all of the needed criteria.

    Of course, the devil is in the details but this should be totally doable using 2 or more different query/exports and a bit of excel knowledge.

    Dennis

Categories