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

How do I look up contacts based on total giving for a time period (vs. individual gifts during that period): Revision #1

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:
Bob Mac Leod
on 12 Mar 2010
Last revision by:
Troy Wolbrink
on 4 Sep 2013
1 person found this article useful.
You are currently reviewing an older revision of this page. Go to current version

How do I look up contacts based on total giving for a time period (vs. individual gifts during that period)

SITUATION: Your ministry director has asked you for a list of your ministry's most generous donors, such as those who gave €10000 or more last year. 

PROBLEM: The Lookups menu offers the ability to lookup donors "By Donations Given", and allows you to specify both a time period and an amount range. But the amount range only applies to individual gifts in that range, not the total summed amount during the time period selected.

SOLUTION: To find donors who have given a total of X during a time period, you need to write a Custom Lookup like this. To reach the Custom Lookup box, select Lookup | General | Custom.

You can copy and paste this criteria into the and just change the dates and amount.

(Contact.ContactID IN (SELECT DonorID FROM Donation <o:p></o:p>

WHERE (ReceivedDate BETWEEN '2007-01-01' AND '2007-12-31') <o:p></o:p>

GROUP BY DonorID

HAVING SUM(Amount) >= 3000))

© 2024 TntWare, Inc. | Privacy | Terms of Use