What report or export can I use to create a letter to a donor that references when they last made a gift?
  • 02 Jun 2023
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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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Article summary

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.
  1. 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. 
  2. 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.
    1. Name
    2. Title
    3. Organization
    4. Address1
    5. Address2
    6. City State, Zip
    7. Zip Code
    8. Work Phone
    9. Home Phone
    10. Salutation
    11. Total Giving All Time
    12. Total Giving for Dates Selected
    13. Last Gift Date for Dates Selected
    14. Last Gift Amount for Dates Selected
    15. Last Gift Fund ID for Dates Selected
    16. Largest Gift Date
    17. Largest Gift Amount
    18. Largest Gift Fund ID
    19. Last Gift Date for Dates Selected
    20. Last Gift Amount for Dates Selected
    21. Last Gift Fund ID for Dates Selected
    22. Alpha Sort Field
    23. Profile ID Code
  3. This allows you to write a merge letter and include the summary donor information as well as information about the most recent gift.
The information in the export comes from the profile and donor tables with additional information based on the dates selected in the initial set-up screen.  Many of the last gift elements can be viewed on the giving history tab of the profile

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