A. First, query on all donors to one of the funds:
  1. Click the Queries button on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query “All donors to Fund 1”
  5. Set the Starting Query to Base: All Constituents – A
  6. Set the Data Return Type to Accounts
  7. Select Match Each Criteria under the Criteria Matching field
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click Journal Entry Date
  9. Fill in
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click Individual Transaction Received
  11. Fill in Greater Than or Equal To 1
  12. Select Commonly Used Fields from the Browse Fields drop down menu and click Funds
  13. Check off the box next to the first Fund
  14. Click Save And – Preview
 
B. Then, query on all donors who have given to the second Fund:
  1. Click the Queries button on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query “All donors to Fund 2”
  5. Set the Starting Query to Base: All Constituents – A
  6. Set the Data Return Type to Accounts
  7. Select Match Each Criteria under the Criteria Matching field
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click Journal Entry Date
  9. Fill in
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click Individual Transaction Received
  11. Fill in Greater Than or Equal To 1
  12. Select Commonly Used Fields from the Browse Fields drop down menu and click Funds
  13. Check off the box next to the second Fund
  14. Click Save And – Preview
 
C. Now, we can create a compound query to intersect the queries we created in A and B. This will leave us with only donors who have given to both Funds:
  1. Click the Queries button on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Compound Query under the tasks menu
  4. Name the query “Donors who have given to Fund 1 and 2”
  5. Set the Data Return Type to Accounts
  6. Select Intersect under How Would You Like The Results Of Each Query To Interact?
  7. Set Query 1 to  “All donors to Fund 1”, the query we created in Step A
  8. Set Query 2 to  “All donors to Fund 2”, the query we created in Step B
  9. Click Save And – Preview