Create the ability to include/exclude differing sets of gift types

For example, for my MRC calculations, I need only cash, pay-cash and stock gift type options. However, for lifetime giving or largest gift calcuations, I need to include pledges and exclude pay-(cash, stock, etc) options. I'd like to toggle on some sets for inclusion/exclusion at various times - currently through the ETL I can set gift types one and only one time, making inclusions/exclusions impossible. The marketing team looks based on only cash transactions, while the major gifts team looks based on pledge and cash.
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  • Jun 29 2015
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