Micro Project Overview

Prospect Report


Requester: Rachelle Beisel

Department: Major and Planned Gifts

Project Type: Data Input/Output

Requested: 09/20/17

Due: 09/27/17

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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?