Touchpoint Software Documentation | Recent Pledge Amount with Both Joint

Recent Pledge Amount with Both Joint

This Condition located on the Contributions category tab in Search Builder, like all with Recent in the name, will look back the number days that you specify. You must also specify an Amount. If you want, you can specify a Fund as well.

Use this Condition if you want both husband and wife in the search results, even if they give Jointly and even if only one spouse made a Pledge. If both made Pledges, it will include those as well.

The search results will contain both spouses, and will also include those whose giving type is Individual.

http://i.tpsdb.com/2016-04-08_07-13-20.png

Any Pledge in Past 365 Days

Suggested Use Cases

This Condition was created to help you find couples who have made a Pledge (by using Greater Than 0), or, to find couples who have not made a Pledge (by using Equal 0). This allows you to communicate with only the group you need. Normally, a couple that gives jointly will make one Pledge, and the Pledge is entered on the record of whoever signs the Pledge card. If both sign a Pledge card, you would typically record the Pledge on the husband’s record. This Condition is looking at those with a giving type of Joint, but will include both the husband and the wife in your search results, regardless of where the Pledge is recorded.

Examples: 1) Thanking those who have made a Pledge. 2) Or reminding those that have not Pledged, that they can still do so.

In the 2nd example, you would probably want to include other qualifiers, in order to find Church Members, who live in the local area, or even those who have given recently.

You can also use Greater Than or Equal To an amount such as $10,000 to find those with a Pledge of a specific dollar amount or greater.

Note

You must have Finance role in order to get results using any Condition regarding contributions.

Tip

When new records are added and the giving type is set as Joint for one spouse, the giving type for the other spouse is automatically set to Joint as well, as long as the Marital Status is set to Married. However, your database may have some giving types set differently for the spouses as a result of a conversion. It is always a good idea to verify your data before depending on this Condition to return the expected results. If one spouse is set as Joint and the other is either set as NULL or set as Individual, your results will be compromised. We have a very easy way for your System Admin to verify your data using a SQL report. If there are couples with different giving types, it is a simple matter to clean up the data right from the report. Just click on the ID # and make the necessary changes.

© 2018 TouchPoint Software, LLC.  All rights reserved.