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


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First published by:
Troy Wolbrink
on 19 Apr 2017
Last revision by:
Troy Wolbrink
on 27 Sep 2018
1 person found this article useful.

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

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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

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