DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...

How can I report on all donors who gave more than a certain amount within some year?


TntWare + QuickBooks

Connect with other ministries that use QuickBooks along with TntWare products such as DonorWise, DonorHub or TntConnect.

   QBTntWare (Yahoo Group)

Table of Contents

It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

Page Details

First published by:
Troy Wolbrink
on 19 Apr 2017
Last revision by:
Troy Wolbrink
on 27 Sep 2018
This page has not yet been rated

How can I report on all donors who gave more than a certain amount within some year?

Method 1 - Custom Lookup

In DonorWise, in “View Contacts”, under the “Lookup” menu, click “General” and then “Custom”.  Enter in this custom lookup (changing the year and amount as needed):

SELECT DonorID FROM Donation
WHERE Year(ReceivedDate) IN (2016)
GROUP BY DonorID
HAVING (SUM(Amount) >= 5000)

Also, check the box “Custom Filter returns a list of Contact IDs”: 

Click "OK" to see the list of donors.

Method 2 - Run Query

Under the "Tools" menu, click on "Run Query".  Run this query (changing the year and amount as necessary):

SELECT DonorID, DonorName, SUM(GiftAmount) AS YearTotal
FROM GiftDonationRawView
WHERE Year(ReceivedDate) IN (2016)
GROUP BY DonorID, DonorName
HAVING (SUM(GiftAmount) >= 1000)

Then, click "Run":

 

Custom Date Range?

Change the portion of the query that shows this:

     WHERE Year(ReceivedDate) IN (2016)

to this:

     WHERE ReceivedDate BETWEEN '2017-04-01' AND '2017-06-30'

You can change the dates highlighted as needed.

 

Recent Comments

By: Troy Wolbrink Posted on 26 Feb 2019 11:31 PM

Here's a way to query donors who have given within a certain date range, along with email address and mailing info:

SELECT G.ActiveDonorID, G.DonorName, D.MainEmail, D.MainStreetAddress,

 D.MainCity, D.MainStateProvince, D.MainPostalCode, D.MainCountry,

 SUM(GiftAmount) AS YearTotal

FROM GiftDonationRawView G

INNER JOIN DonorView D

ON G.ActiveDonorID = D.DonorID

WHERE G.ReceivedDate BETWEEN '2018-01-01' and '2018-12-31'

GROUP BY G.ActiveDonorID, G.DonorName, D.MainEmail, D.MainStreetAddress,

 D.MainCity, D.MainStateProvince, D.MainPostalCode, D.MainCountry

ORDER BY G.ActiveDonorID

By: Troy Wolbrink Posted on 11 Apr 2019 5:46 PM

Here's a good query for IRS 990 (excludes transfers and flow-thrus):

SELECT DonorID, DonorName, SUM(GiftAmount) FROM GiftDonationActualView

WHERE ReceivedDate BETWEEN '2018-01-01' AND '2018-12-31'

AND PaymentTypeCode NOT IN ('TRANSFER', 'FLOW-THRU')

GROUP BY DonorID, DonorName

HAVING (SUM(GiftAmount) >= 5000)

ORDER BY SUM(GiftAmount) DESC

© 2019 TntWare, Inc. | Privacy | Terms of Use