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!
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
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