fund_text_contains: Find funds by keyword/phrase search

In cwolfsonseeley/discoveryengine: A CADS Prospecting Tool

Find funds by keyword/phrase search

Description

This widget is comparable to the Fundfinder report in CADSMart. It will search the fund terms, fund biography, and name of every fund. Enter one or more search strings. If you enter multiple search strings, the search will be for funds that contain any one of the searches. Wildcards (*) are allowed at the beginning or end of each search term (but not in the middle). This widget creates a definition of type allocation_code. To find the donors to a list of funds, use gave_to_fund. For advanced searches, use the ora function to use an arbitrary Oracle-style regex as the search term.

Usage

fund_text_contains(...)

Value

A discoveryengine list definition of type allocation_code

See Also

gave_to_fund

Examples

## find funds supporting diversity
diversity_funds = fund_text_contains("divers*", "underrepresented")

## donors to those funds
gave_to_fund(diversity_funds)

## just donors over $10K to those funds
gave_to_fund(diversity_funds, at_least = 10000)

## just donors over $10K during calendar year 2015
gave_to_fund(diversity_funds, at_least = 10000, from = 20150101, to = 20151231)

## donors who had given at least $100K to diversity funds before 2012
gave_to_fund(diversity_funds, at_least = 100000, to = 20111231)

cwolfsonseeley/discoveryengine documentation built on Sept. 30, 2023, 2:07 p.m.