• Create a constituent query. On the Criteria tab, select:
  
  
  
  Summary Information*, Summary for Gift, Total Amount of Gifts greater than or equal to [the amount]. On the Filters tab, select the appropriate filter such as the gift date.

• Create a constituent query. On the Criteria tab, select:
  
  
  
  Constituency, Constituency Code one of [the constituent codes]
  
  AND Summary Information*, Summary for Gift, Total Amount of Gifts greater than or equal to [the amount]. On the Filters tab, select the appropriate filter such as the gift date.
  
  
  Select Tools, Query Options from the menu bat. On the Gift Processing tab, select Soft Credit to Recipient.

* For more information on selecting and filtering Summary Information fields in query, refer to BB237530.

• Merge the queries using the OR operator.