The ability to identify donors, past or new, that have given a specific level for the first time. .

a report that identifies current donors and new donors that have for the first time given at a specific level or greater. Ex: Donor A has given for 20 years but at $100 level. This year he gave at $500 level. Find him.
Donor B is a completely new donor and gave a gift of $600. Find him because he's over $500.

  • Guest
  • May 12 2014
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  • Guest commented
    March 18, 2016 00:44

    I would also throw in giving at a certain level after a period of time: first gift over $1,000 in over 5 years.

    We look at this info and have made a query to pull the gifts, but it still takes some manual tweaks.