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What report or export can I use to create a letter to a donor that references when they last made a gift?
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I am running donor letters. Is there a way to see the last gift date?
Answer:
The special donor export/listing report allows you to make a selection on many of the profile and donor fields that are in the gift history report. However, other than the fund, you cannot select on the fields on a gift itself. This is a donor report, not a gift report per se.
- Once you get the report to the screen, you will have to click the export menu item to get a data file that contains addresses.
- Open the resulting data file in Excel and you will find several pieces of information that aren't visible in the screen version of the report.
- Name
- Title
- Organization
- Address1
- Address2
- City State, Zip
- Zip Code
- Work Phone
- Home Phone
- Salutation
- Total Giving All Time
- Total Giving for Dates Selected
- Last Gift Date for Dates Selected
- Last Gift Amount for Dates Selected
- Last Gift Fund ID for Dates Selected
- Largest Gift Date
- Largest Gift Amount
- Largest Gift Fund ID
- Last Gift Date for Dates Selected
- Last Gift Amount for Dates Selected
- Last Gift Fund ID for Dates Selected
- Alpha Sort Field
- Profile ID Code
- This allows you to write a merge letter and include the summary donor information as well as information about the most recent gift.
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