1. To query on constituents who gave at least a specific total amount for the past X number of years, follow these steps: 

    1. Create a constituent query
       
    2. On the Criteria tab, select:


      Summary Information*, Summary for Gift, Total Amount greater than or equal to [amount]. On the Filters tab, select: 

        Gift Information, Gift Date between [date range for the last year in the group of consecutive years]

        AND Summary Information*, Summary for Gift, Total Amount greater than or equal to [amount]. On the Filters tab, select:

          Gift Information, Gift Date between [date range for the second to last year in the group of consecutive years


          Note: Continue to add Total Amount criteria for every year before the last year in the group of consecutive years to be considered. For example, if the donor gave for three consecutive years ending in 2005, add Total Amount criteria for 2003, 2004, and 2005.
           
          * For more information on selecting and filtering Summary Information fields in query, refer to BB237530.
           

      • To query on constituents who gave for the past X number of years, follow these steps: 
        1. Create a constituent query
           
        2. On the Criteria tab, select:
            Summary Information, Summary for Gifts, *Consecutive years given greater than or equals to (the number of consecutive years) On the Filters tab, select:
             
              Gift Amount greater than or equal to (the specific amount)
              AND Gift Date between (the specific date range)

              *By default the consecutive years given field is based on the calendar year. It begins with the current year and works backwards. If you need to find constituents who gave consecutively for your fiscal year or other date range, enter the specific date range ensuring that the date range is a minimum of the number of consecutive years in the summary filter.

               

              For example, our fiscal year runs from 7/1 to 6/30. We want to query on the constituents who gave consecutively for the last 3 years. Our query criteria will be as follows:

                +Summary Information, Summary for Gifts, Consecutive years given greater than or equal to 3. On the Filters tab, select:
                Gift Date between 07/01/05 to 6/30/08

                The Raisers Edge will look for constituents who have given gifts consecutively in following date ranges:

                07/01/05 to 06/30/06

                07/01/06 to 06/30/07

                07/01/07 to 06/30/08