- Create a constituent query to find donors who gave at least X gifts to the funds.
- On the Criteria tab, select:
Summary Information, Summary for Gift, Total Number of Gifts Greater than or equal to X.
On the Filters tab, select: Funds, Fund ID one of [potential funds]
For instance, to find donors who may have given to at least 3 out of 5 specific funds, filter on:
Summary Information, Summary for Gift, Total Number of Gifts Greater than or equal to 3. On the Filters tab, select:
Funds, Fund ID one of [the five potential funds]
Note: The query may include constituents who did not give to at least X out of Y funds (e.g., if one donor gave X gifts to the same fund), but it will narrow down the results
- Create a new constituent export in Comma-Separated Values format and select records from the query created in step 1.
- On the Output tab, select Constituent Information, Constituent ID.
- On the Output tab, select Gifts, Gift Amount and export 1 gift.
- On the Filters tab of the Gifts Criteria window, include selected funds and select the first fund of the Y funds.
- Click OK.
- Repeat steps 5-7 for each of the other funds, setting unique parameters for each Gift Amount field to correspond with one of the Y funds.
- Open the Excel spreadsheet and, at the end of the spreadsheet, add another column with a "Totals" header.
- In the first cell under the "Totals" header, add the formula: =countif(B2:F2, ">0"). This will count the cells for each person giving you a total of how many funds they donated to.
Note: The range of B2:F2 assumes for 5 funds
- Copy this formula to all cells under the "Totals" header.
- Sort the spreadsheet by that last column (Totals) and manually remove any rows with anything other than X (in the example above, remove anything other than 2).
- To create a query of the constituents who gave to X out of Y funds, delete all information except the Constituent IDs column and create a query from the Excel spreadsheet.
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