- Create a query of all constituents with an assigned solicitorSort the query by assigned solicitor
- Output last gift date and amount from Last Gift > Gift Date, Gift Amount
- Output Assigned solicitor from Relationships > Assigned Solicitors > Assigned Solicitor Name
- Select any other desired output
- Export the query results to .csv or Excel format
- Take the list from Excel for each solicitor and drop it into a Word document letter to each Board Member
Connect and collaborate with fellow Blackbaud users.