1. Create a constituent query
  2. Add criteria of:
    • (Summary Information > Summary for Gift > Total Number of Gifts equals 1 filtering on gift type equals planned gift
    • AND Summary Information > Summary for Gift > Total Number of Gifts greater than or equal to 1 filtering on gift type one of all other gift types)
    • OR Summary Information > Summary for Gift > Total Number of Gifts greater than or equal to 1 filtering on gift type one of all types except planned gift
Note: Be sure to place parentheses around the first and second summary information filters as shown

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