Query/export help: Pulling clean geographic lists for constituents with multiple addresses

Jessica Baker
Jessica Baker
in Blackbaud Raiser's Edge NXT®: General Discussions

We've been trying to come up with a solution to this question internally and searching through the knowledgebase for the last couple years without any success. Hopefully one of you has figured something out!

Our constituents include many people with multiple homes (sometimes 4 or more). When our development staff travel to a different state we like to pull a list of major donors and prospects in that area so they can reach out to set up meetings. We'd like to be able to pull a list of everyone in that area, regardless of whether it's a primary, second, vacation, or seasonal home. It doesn't need to be mapped - I really only need a spreadsheet!

I've been able to force it by pulling a bigger query/export that brings in all the addresses (up to 7 total Home, Home 2, Home 3, Vacation, or Seasonal) for any constituent who meets the donation criteria and has any of those address types in that state. The issue is that I can't figure out if there's a way to ONLY pull the addresses in the desired state.

Example:

  • Jane Doe has a preferred Home in Seattle, WA, a Home 2 in Jackson, WY, a Home 3 in Cheyenne, WY, a Seasonal in Australia, and a Vacation in Orlando, FL. Her last gift was $120,000.
  • John Smith has a preferred Home in Newark, NJ, a Seasonal in Jackson, WY, and a Vacation in Sun Valley, ID. His last gift was $25,000
  • Bob Green has a preferred home in Jackson, WY, and a Home 2 in Boise, ID. His last gift was $50,000.

What I want is to pull a list based on constituents whose last gift was greater than or equal to $20,000 and who have any address in Wyoming. (Ideally, I'd love to pull the data based on a radius, but I know that's not possible at this point.) For this query, I don't need to know where their other homes are; I only want to know their Wyoming address and what type of address it is. If that's not possible, is there a way to make it export their addresses so that any in WY are shown first?

Simplified desired output below:
Jane Doe | $120,000 | Home 2 | Jackson, WY| Home 3 | Cheyenne, WY
John Smith| $25,000 | Seasonal| Jackson, WY
Bob Green | $50,000 | Home | Jackson, WY

Has anyone been able to do something like this? Thanks!

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Jessica Baker Welcome to the BB Community Forums.

    Are the multiple homes marked with a check for send mail to this address? Or have a blank Date To field? (Other addresses would need Date To entered)
    If so, you could try a query with Criteria:

    • Send Mail to this address equals Yes or Date To is blank
    • All addresses > State equals Wyoming

    Output

    • Name
    • Last gift amt
    • Address Type
    • Address City/State

    Another option would be to put an attribute on those additional address and filter on the attribute.

    Haven't tested, but should work in theory I think. :)

  • Alex Wong
    Alex Wong Community All-Star
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    @Jessica Baker
    What JoAnn suggested will work for your need, with one note to pay attention to: “All Addresses" is a one-to-many relationship with a constituent (ONE constituent can have more than one address).

    Meaning in this case, you will get TWO rows for Jane Doe, who have TWO WY address that meets the state criteria.

    If you want to do “map” and area around a location, then you need a map visualization tool, such as Power BI.

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