Help on a mailing list project needed

Heather MacKenzie · October 2021

We want to turn our philanthropic gift categories into mailing lists.

Anyone know how to export this information out of ResPt for all records?

Example: My record in ResPt says I have 25% of my philanthropic gifts in the Education category, 25% in Healthcare, and 50% in Food. I want to be able to pull out ID#, name, and 25% to education, 25% to healthcare & 50% to food, so that I can sort and prioritize to create the mailing lists. Ideally, I'd only end up on the food mailing list since that's my highest personal priority.

Jennifer Vincent · October 2021

@Heather MacKenzie sadly, not that I know of. You can export that breakdown in an individual profile or you can export an individual's giving history and calculate yourself based on their gifts, but I don't know of any way to export the giving breakdown for a list of people.

Do you have RE NXT? If so, do you sync philanthropic giving? You could always pull it into the individual record and then create your own pie-chart from there.

Heather MacKenzie · October 2021

We do have RE NXT, but that stuff doesn't sync. It's giving to other orgs, not mine, @Jennifer.

Shelley Weifenbach · October 2021

I also have not seen a way to query on the percentage of the philanthropic gift category. I would recommend considering if a query with all prospects with a confirmed philanthropic gift to a certain category may get you close. For instance, category contains education AND confirmed = yes. Would something like that get you close to the mailing list idea you have?

Abdul Majid · May 2024

@Jennifer Vincent

Thanks!!

Help on a mailing list project needed

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