A query will need to be created to identify the appropriate records to pull into Impact from Raiser’s Edge and link them to the correct endowment. The records that should be pulled are any constituent/donor that has a relationship with an endowment fund. To pull these records, you will need to create two queries.


Note: Your Raiser's Edge fields may use different wording for these fields - please use these queries simply as a guide to identify the fields that should be pulled for Impact integration.


Query #1: Donors to endowment funds

Step 1: Log into Raiser's Edge database view

Step 2: Create a gift query

Step 3: Add Criteria

Under Criteria select Fund Attribute, select “equals”, and enter value “Fundriver GLID”. Select OK.

Step 4: Add Output fields

  • Under output, select the following fields:
    1. Constituent ID
    2. Specific Record
    3. Name
    4. Fund ID
    5. Fund Description
    6. Fund Specific Attributes Fundriver GLID Description

Step 5: Run and Save Query

Select the Run Now button to review the pulled data, then save the query.


Query #2: Other constituents with relationships to endowment Funds

Step 1: Log into Raiser's Edge database view

Step 2: Create a fund query

Step 3: Add Criteria

  • Under Criteria select Fund Attribute, and select “equals” and enter value "Fundriver GLID". Select OK.

  • Select Individual Relationship, and select "equals" and enter value "Benefactor". Select OK.

Step 4: Add Output fields

  • Under output, select the following fields:
    1. Individual Specific Record (System Record ID)
    2. Individual Relationship Name (Individual Name)
    3. Individual Relationship
    4. Fund ID
    5. Fund Description
    6. Fund Attribute Category
    7. Fund Specific Attributes Fundriver GLID Description (Fundriver GLID)

Step 5: Run and Save Query

  • Select the Run Now button to review the pulled data, then save the query.


The first time you run these queries, they will need to be sent to Fundriver for Impact integration.