• 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.