Micro Project Overview
Requester: Rachelle Beisel
Department: Major and Planned Gifts
Project Type: Data Input/Output
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Hi Leslie - Can you set me up a query or export to pull people in the ID pool in my territory? I have Arizona, California, Georgia, New Mexico, Oregon and Washington State. I would like a separate report that pulls COD, Lamplighters, and monthly giving donors. Can you indicate on the report if they are COD, LL, or monthly? On both reports, can you include the following information: ID, Name, Primary Addressee, Second Name, Full Address with City and State, Last Gift Date, Last Gift Amount, Largest Gift Date, Largest Gift Amount, and Lifetime Giving? Thanks! Rachelle
Connected to existing project brief?