Micro Project Overview

COD Welcome Letter Mailing Lists

#00336

Requester: Jackie Poliseo

Department: Annual Giving

Project Type: Data Input/Output

Requested: 09/01/17

Due: 09/25/17

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Description

Mailing lists for Circle of Discovery Welcome Letters Include in Export: Name, Address, Team Lead, Solicit Codes, cumulative giving for calendar year (2016 or 2017, pending on list) Exclude: Do Not Mail, Kill All 1. Any individual who gave $1000+ in 2016 (include 2016 and 2017 cumulative giving) 2. Any individual who gave $1000+ in 2017 (2017 cumulative giving only) 3. Any organization who gave $1000+ in 2016 (include 2016 and 2017 cumulative giving) 4. Any organization who gave $1000+ in 2017 (2017 cumulative giving only) If it is possible to include membership level per Helen's updates, that would be great. And if there is someway to know what date they joined CoD (that is, are they a previous member, or will this be a first-time welcome) that would be double great! If you could pull the 4 lists, I can compare a dedupe. Thank you!!

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