How do I produce a donor mailing based on prior giving history?
- 27 Jan 2023
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How do I produce a donor mailing based on prior giving history?
- Updated on 27 Jan 2023
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I would like to create a mailing for donors who have given over the last specific number of years. Sometimes I would also like to specify a minimum dollar amount. What is the best export for these?
Answer:
The Special Donor Export/Listing Report (located under Donor Reports was designed specifically for reporting and/or mailing to donors based on their prior giving history.
The initial screen allows selection on gift dates and total amounts given between the selected dates. It also allows you to exclude people if they've recently given. After clicking OK, you can make further selection on Fund and other criteria.
After the report appears on the screen, you may elect to export data, which includes address & salutation, for mailing to the donors.
For more information on running this report, go to FIMS Help Online > Index> Donor Reports > Special Donor Export / Listing.
The initial screen allows selection on gift dates and total amounts given between the selected dates. It also allows you to exclude people if they've recently given. After clicking OK, you can make further selection on Fund and other criteria.
After the report appears on the screen, you may elect to export data, which includes address & salutation, for mailing to the donors.
For more information on running this report, go to FIMS Help Online > Index> Donor Reports > Special Donor Export / Listing.
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