Finding that lost Donor Acct #

About 10% of the donors who are in my TntConnect database have more than one account number with my organization, and sometimes I want to find all of them (for reasons I describe later). This is so easy I’ll show you first then explain it.

How to find contacts which have more than one Account #:

  1. Lookup | By Field
  2. Organization Account IDs | contains | ,    [comma]

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TntConnect stores the Organization Account ID(s) with the contact so that you can easily export them using Group Actions | Export Current Group. If a donor has more than one account #, TNT just separates them with a comma.

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How this exports:

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There are several reasons why a donor is issued a new account #:

  • They gave by cheque previously and have just given online for the first time. Not surprisingly, they did not have their Donor # handy so they left that box blank on the online screen (if they even saw it!)
  • They have moved and given a new gift without using a return slip that had their donor # on it
  • The spouse gave a gift and his/her name was not on the original account, which is even more likely if the husband/wife couple has different last names

But there is one big reason why a donor in TntConnect may have two donor account #s NOT because of my organization:

  • *I* linked them during a gift download… sometimes accidentally.

So if I have two donor account numbers for a contact and one of them is in error, I cannot find it easily because I may not know which donor I linked it to! This lookup helps me quickly locate all contacts with multiple donor account #s, so I can then find the incorrect one.

Read More: Merge/Unmerge Donor Accounts

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That old breakfast appointment

I was trying to find a specific comment from a note I wrote years ago. I knew the name of the partner, but I could not remember the exact appointment. Was it in 2005 or 2010?

That is to say, I KNOW I talked to Wile Coyote about “Acme Anvils”, but I just cannot remember when.

Fortunately, TntConnect makes it very easy to search through history–not just all history but even for one specific contact.

  1. In the Contact list, I selected the specific contact in question
  2. Select Lookup | This Contact to filter the list to just that one contact
  3. Go to the History View
  4. Check the box at the bottom Filter by Current Group
  5. Change the date range to All
  6. Type in the word I am looking for in the text filter

1. Select Wile Coyote

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2. Select Lookup | This Contact

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3 & 4. Go to the History View and check the box Filter by Current Group. Notice a blue bar appears that says, “Only items related to contacts in the current group are shown.” In this example, Wile Coyote has no History in the “Last Week”, so the list is blank.

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5. Change the Date Range to All

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6. Type the desired text in the Text filter. This searches any text in either the Description of the history OR in the actual notes of the logged history. In this case, the words “Acme” are in the notes.

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Here is the actual history entry:

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The fun thing about this blog post is that I actually did this just this morning before writing this post, which is what gave me the idea for this post. I had to re-create the details for this sample, but I truly did search through my entire database for one specific history event many years ago.

Being able to filter on one contact in the Contacts View (Lookup | This Contact) allows me to do two helpful things:

  1. Perform a mail merge on one specific contact only (such as to prepare a giving submission form for my organization, or for printing a Getting to Know You sheet)
  2. Use all of the six History filters. I cannot filter (much) on the History Tab for the contact, but when I view the contact’s history in the History View, I can filter by all six filters (date, type, current group, data changes, text-in-notes, etc.).

Ask No Ask

  • “There’s an exception to every rule.”
  • “In a multiple choice test, ‘always’ or ‘never’ are absolutes and are rarely the correct answer.”
  • “We should always challenge everyone on our partnership team when doing a Special Ask Appeal.”

In my early years in ministry I used to spend a lot more time fretting about who to ask (for special gifts), what to ask for, how to word the ask, and when to ask. After reading excellent support raising books like Funding Your Ministry (Scott Morton) and The God Ask (Steve Shadrach), and The 7 Deadly Diseases of Ministry Marketing (Brendel), my view on asking for support broadened.

And an ancillary benefit of that expansion is that creating fund appeals is a lot faster than it used to be… because I am not wasting as much time culling my list for just the correct set of people to ask in any given letter, or spending literally days crafting the letter as if that was the magic bullet.

As a general rule, I do this with special gift appeals: “Ask everyone except those I do not ask.”

I have a special Saved Group titled, “Ask Exclude”. In this Group I have a small number of contacts (under 10 currently) whom I never send an ask to. This list includes three types of contacts:

  • Organizational/church contacts for whom a special ask may seem inappropriate. That is, these recipients want ministry updates, but I want to reserve special gift appeals to individuals within the organization or church, not the entity itself.
  • Relatives who may not be believers, or might have a narrow view of fund-raising. Or, to put it another way, these are people who may have reservations about fund-raising, or may have a negative view of churches or mission agencies who do fund appeals. If I send appeals to them, it may reinforce their negative views.
  • Contacts who have specifically indicated to me that they do not want to receive appeals.
  • Contacts who I am concerned that due to their age they may not interpret the ask correctly.

As I said, in my current list of Ask Exclude I have fewer than 10.

[ I also will typically exclude people who recently gave a special gift for some other reason or had a very recent change in their giving up or down. But that’s not the focus of this post. ]

When I am creating a new Campaign and want to generate the letter, I do the lookup for paper newsletter, then Lookup | By Group, and use “Take away from the current group” to remove the Ask Exclude group.

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I am a firm believer in presenting our special needs to our partners (as you are aware from our recent vehicle ask). I send at least one special ask appeal every year, sometimes two.

I am not saying that every appeal I send is always “to my entire less minus the Ask Exclude”. Sometimes I do send a special appeal to a select group of partners. But I generally start with everyone, remove the Ask Exclude, then tweak the list from there.