FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Case study: humane society keeps up with increased homeless animal population with the help of simple donor management techniques

Whatcom

Recently, the number of unwanted and abused animals Whatcom County Humane Society  (WHS) cares for has risen to over 3,000 a year. In addition,  WHS wants to providing more and better services for all their animals. This means ongoing improvements in fundraising techniques and effectiveness. Improved doesn’t mean complicated, though.

They use simple coding and reporting to track the progress of campaigns. “We are just about to do our Masquerade Gala which is our biggest fundraising event of the year,” says Amy Reidesel of WHS. “In the database, I mark incoming donations with motivation codes. I use a code for:

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Case study: How one volunteer's excellent data entry routine helped turn around a fundraising downslide

VolulnteerAppreciation

Menaul School has turned its fundraising downslide around. They've worked as a team to do it, combining in-person fundraising with strategic changes to what they record in their donor database and backed up by meticulous data entry. Each of these jobs is accomplished primarily by a different person, who excels at it. The data entry work is entrusted to a special volunteer.

Through steadfast attention to detail, volunteer Jim Hodges makes sure that correspondence goes out in a timely fashion and accurate data is in place when reports are needed for evaluation and planning.

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FundRaiser users respond: reaching out to donors in times of national tragedy

Look for the Helpers

This has been quite a week for disastrous and heartbreaking events in the news-- first the Boston Marathon bombing, then the explosion of the chemical plant in Waco, Texas. How does your nonprofit organization handle these kinds of events in your social media outreach?

You might have planned to make a post about some event or topic that seems out of step with the reactions that flood the newsfeeds when such well-publicized tragedies occur. Do you stay the course and make the post? Do you pause the post? Do you make a brief comment of condolence, or use the opportunity to offer some help if the crisis relates to your mission?Some FundRaiser users quickly went into action with posts related to their mission. Here's how a few of them handled it:

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Which of these 3 data migration techniques is right for your organization?

data conversion path

Part 3 How to move data In part 1, we talked about the reasons you might need to move your data.In part 2, we showed how you can evaluate how easily your data move will be.

Now, let's look at the nuts and bolts of actually moving data.

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4 ways to evaluate how easily your data will move from one donor management program to a new one

How easily will your data move from one donor management program to another?

Part 2 How easy will moving my data be? In part 1 last week, we talked about the reasons you might need to move your data. Now, you probably want to know how easy that move might be. The answer may decide whether you do the work yourself, or decide to go with professional data conversion.

Moving data from one program to another may be amazingly simple or extremely complex. If you are considering such a move, the answers to the following 4 questions will reveal to you just what the case will be for your organization and data situation:

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How your nonprofit can plan a successful data migration from one donor management program to another

Thinking ahead to the need for moving data can create a smooth conversion process
Part 1  Why move data?

In a survey of FundRaiser users, 50 percent of respondents have moved data from one donor-management software program to another. Of that 50 percent, most have moved data more than once.

The most common reasons for moving data are:

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Case study: 3 ways to make your professional data conversion process go smoothly

Ignation Lay Volunteer Logo

The Ignatian Volunteer Corps was facing a donor data tragedy. Their data was in a custom program which was no longer updateable. “We couldn’t upgrade or get support, so we started looking for a new and improved system,” says Tamara Zavislan, Director of Development.New software meant that  she was going to have to move all her data out of the old program and into the new... often a painful and difficult process, like moving into a new house. For IVC, preserving all donor data was a high priority, and she knew that wasn’t going to be easy. “We had 4,000 records. With import tools, we couldn’t have saved the gift history. We would have had to enter it all by hand. In the past, we’d had experience with volunteers moving data by hand, and that hadn’t worked well,” says Tamara. “That’s why we decided to go with the professional data conversion.

Tamara had previous, unpleasant, experience with professional data conversion and this time around she was determined for it to go better. She succeeded, finding three things, in particular, that helped make the move go well.

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Case study: 5 key factors to solving the dilemma of premiums for your public radio station

4 key factors in establishing a successful premiums program for your community radio station

Like many public radio stations, WBJC-FM uses premiums to encourage people to make donations. Also like many organizations, they are ambivalent about using premiums.Yvonne Allen, Membership Director for WBJC-FM,  states the dilemma clearly: "public radio stations are trying to get away from premiums because they cost money and stations need that money for operating costs," she says. "But we get a lot of contributions and without premiums, I think we wouldn’t get as many."

WBJC-FM has been running a success premiums program for years, and has just  finished another successful fund drive that used 'thank you gifts' to help boost response. They have found that there are 5 key factors to creating a good balance between the costs of the premiums and the incentive they provide to donors. Yvonne shares  those tips here. WBJC-FM is an all classical, user supported station. They use FundRaiser Professional to help manage many details related to their premiums program. 

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Are you contacting your best donor prospects?

Low Hanging Fruit for FundRaisers

Looking for new donors is vital to any organization that depends on donations. Could you be overlooking some of your best potential donors? If your aren't asking the people who have benefited from the paid services that your organization offers, then you are missing a great source of donations. For instance:

animal shelters can ask people who had adopted animalsplaces that have an admission charge like museums, nature centers can ask visitorsorganizations that put on conferences or festivals can ask attendeeshealth care organizations can ask people who have received health servicesschools can ask alumnitheater groups can ask box office visitorsand so forthLow Hanging Fruit

These people who have already shown that they value your organization offer fundraisers the equivalent of low-hanging fruit, says Laurie Anderson Mann, of DramaBiz.

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How your donor database can help you revive a lapsed capital campaign

Reviving a lapsed capital campaign

Did you start a capital campaign and have to allow it to lapse before it finished? You are not the only one. Many nonprofits have had this happen-- maybe because of the economy, or unexpected changes within an organization.Just because you let a campaign lapse, doesn't mean you have to abandon it forever. You can revive a lapsed capital campaign, and your donor database can help. By keeping your contacts current, you will have the records there to start up again when you are able.

 

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Learning about your donor database is good for your health

donor database achievements boost staff morale
Hawksbill Crag, Arkansasphoto by Jonathan Smith of FundRaiser

When you think about the things that you are proud of achieving in your organization last year, what do they include? Take a moment to ponder before you read on.

After the start of the New Year, one of the things I enjoyed most was hearing from some of our customers about the things they were proud of having achieved in 2012. That got me thinking how good it feels to achieve something and to hear how people you care about have done so, too. Then I started wondering what staff members here at FundRaiser are proud of achieving.The answers cover a lot of territory. Two things they have in common though; every achievement required learning new things; and people felt good about whatever they had done.  Feeling good ('subjective well-being') has been substantially linked to better health, so it stands to reason that when you learn something new, or want to generally strengthen the health and morale at your organization, a powerful way to achieve that is to give yourself and staff the opportunity to stretch and learn.

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4 questions to answer to create a successful membership program for your nonprofit

Benefits of a Membership Program

In order to create a strong membership program, there are  four basic questions you need to be think through in order for things to run smoothly. Knowing the answers will get a new membership program off to a strong start; or help clear up problems in one that is already established. Either way-- whether you are new to membership management or needing to strengthen one you already have, knowing the answers to these questions creates a solid foundation:

What role do you want people to play in your organization who are not board or staff?What should be the base membership fee?What benefits should you offer to members?How can you best manage joining and expiration of membership?1.  What role do you want people to play in your organization who are not board or staff?

The answer to this question helps you decide whether you actually need or want a membership program at all! There are many benefits to a membership program but it will also be additional work to keep it running smoothly. Will this extra work be worth it to you?

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How a training intensive saved the day for a long term care facility experiencing a donor database crisis

Onsite Training for Lisner-Louise-Dickson Hurt home in FundRaiser Software

The crunch was on at Lisner-Louise-Dickson-Hurt Home. They had to find a replacement for their Development Coordinator, and get her up to speed on their FundRaiser program fast. Ward Orem, CEO for LLDL Home, was pulling his hair out. “We had a huge mailing coming up, and then a spring campaign, and immediately after that a large fundraising event.” The Lisner-Louis-Dickson-Hurt Home is the only long term care facility in Washington, DC exclusively serving disadvantaged senior citizens of the city. They are FundRaiser Professional users.

Virtually at the last minute, they found a new Development Coordinator, Debbie Lyle. “Debbie is new in the position and was literally being dumped into boiling hot water,” says Ward. He decided to invest in onsite training for her. “Debbie had to get her feet on the ground and start running immediately. Individualization was critical. Although we have benefited in the past from FundRaiser training webinars, we felt that it would be so much more beneficial to have a FundRaiser trainer sitting right next to us. It was well worth the investment,” says Ward.

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Welcome to Nick Haring, the new support technician at FundRaiser.

Nick Haring, support technician at FundRaiser Software

Nick Haring is the new fellow at the end of the FundRaiser Tech Support line. In addition to Jonathan Smith, Nick is here to answer your questions about using the FundRaiser programs. Nick is replacing Sherry Willis whose own home business, Half-Pint Homesteads, has taken off and needs her full time. We are sorry to see her go, and happy to have someone like Nick join the FundRaiser staff. Right now, he's responding mostly to emails involving simple queries. "I’ll be on the phones soon!" he says.Nick studied Computer Science and Mass Communications at Missouri Southern State in Joplin, Missouri. After losing his home in the Joplin tornado in 2011, he moved back to West Plains, Missouri, to be closer to family.

After his move, he was happy to discover that FundRaiser Software was looking for someone like him as a support technician. Because of his ability with computers he is at home with technical questions; and with his interest in communications, he has an easy and pleasant way of sharing information. Look for his blog posts coming up as he settles in at FundRaiser.

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Get ready to send end of year letters to donors for tax season

End of Year Letters

Now is the time to start thinking about what information you need for your End of Year letters for tax season.  Although these letters aren't sent until after the New Year, you may have some decisions to make and some data entry to complete in order for the process to go smoothly. For instance a couple of questions to answer are

Will you send out letters to all donors, just to donors who will be required by the IRS to have written proof of their donations, or skip sending them altogether?Do you want to include a fundraising appeal with the tax summary letter? What is a tax summary letter?

Tax Summary letters, often called End of Year letters, give donors information on what they have donated to your organization that year. These statements differ from the holiday appeal, in that they are sent after the holidays. Their primary intention is to give information to the donor for taxes; however it is not uncommon to combine them with another appeal.

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7 steps for your nonprofit to establish a successful memorial giving program

Establishing a successful memorial giving fund

You can easily start a memorial giving program just by adding a line or two on your website, in your newsletters and in your appeal letters. For that small effort, you can experience both

increased donations andstronger emotional ties with your donors

Of course to create a really successful tribute program, you'll need to do more. Step by step is the way to succeed.Memorial gifts are made on the death of a loved one (people and companion animals), or in honor of a special life event like a wedding. People are especially likely to want to make memorial donations to organizations that deal with life and death issues, such as hospices and other health care related programs; veterinary practices and animal shelters. For instance, Kairos Dwelling, which houses terminally ill people, says that a large percentage of their income comes from tributes.

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Thank you for turning you donor database into a powerful tool to relieve suffering

Turning donor database into powerful tool to relieve suffering

One of the great pleasures of working at FundRaiser is supporting people and organizations who are working in all aspects of nonprofit work. You are our stars, making us proud of the work we do. When you bring together our software with your mission and vision, you bring life to FundRaiser Software.

Over the years, I've talked to many of you who have shown great ability in turning FundRaiser into a powerful tool to relieve suffering of all kinds. I’ve written articles based on what you've told me. We've recently gathered together some of the most helpful of these resources and organized them by type of nonprofit work you are doing. Our hopes are to contribute even more to the realization of your vision.

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How Gilda’s Club uses campaign management software to stay organized on simultaneous events

Gilda’s Club of Western Pennsylvania has a dedication to improving the lives of cancer survivors that inspires me. They keep up a very active schedule of fundraising to pay for the services they offer to cancer survivors and their families. They started small, using FundRaiser Basic, and over the years have built momentum so that they now are running several events at once. Staying organized is a challenge, and they have done it by skillful use of special campaign management features in FundRaiser Software.

Using the Campaign Management Console is straightforward, and in doing so, Gilda’s Club of Western PA is able to easily view campaign ROI, and make adjustments as needed to their campaigns. Debra Markovich, Executive Assistant at Gilda’s Club Western Pennsylvania uses FundRaiser Professional on a daily basis and explains how they stay organized while running several simulaneous events:

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7 steps for keeping up with rapid growth in your donor database

Keeping up with rapid growth in your donor database

When Siena/Francis House began to grow, it also found the need to change how it was using its donor database. With more work, more people were using the database, sometime simultaneously. The development staff also increased the frequency of appeals from just a couple times a year to one going out nearly every month; and  expanded other types of in-person fundraising that relied on good information about how specific donors' felt connected to the organization.

Siena/Francis House is Nebraska’s largest shelter serving homeless men, women, and children. At the time of this interview, they had grown from 86 to 222 beds for the men guests, and more was needed. “Within 2 months of building the new men’s shelter, we were laying down mats for overflow. Depending on the weather, we now house as many as 300 to 350 men, women and children guests a night and serve 900 meals a day,” Marge Harman, Information Technology Administrator for the organization, told me. Faced with this kind of need, they have kept their database functioning optimally. “The need is there, that’s the sad thing,” says Marge. The following steps will keep your database working well under these high-pressure circumstances, too:

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How a Christian radio station got back on track by responding quickly to listener letters

How a Christian Radion Station Got Back On Track by Responding Quickly to Listener Letters

About 10 years ago, key members of CrossTalk ministry took a step back from their work, and realized they weren’t getting where they wanted to go. “We had a lag of four to six weeks in responding to people who contacted us. When we got around to contacting them they were irritated and didn’t care anymore. We were failing,” says Caleb Weiss, Development Director.

Caleb knew that donor management software could help, but theirs was more of a liability. “We had some kind of membership tracking software at that time. It took more work to use than it saved. We were also using several Excel spreadsheets. We needed a software product that would help us do our job without having to put so much into it.”

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Wait a minute, while we are rendering the calendar
general donor new donors brick campaign membership programs announcements Volunteer module large donations spare fields ticket sales animal rescue communications Facebook updates understanding giving trends planned giving office legacy giving Reporting to IRS Donor Portal accounting software holiday giving GoFundMe project technical support donor contact information Cloud mailing change of address updating passwords donor prospects disaster relief banquet Congratulations support In-Kind gifts PayPal building donor relationships gift notes field appeal operating systems advanced tab community broadcasting membersip benefits auction donor relations customer service monthly giving Excel merge fields Constant Contact solicitors donor retention Resiliency flash sales prospects entering auction gifts spreadsheets phoning donors the Ask endowment campaign publicity materials how to handle auction gifts password protection budget security campaign management End of Year Letters Groupings planning user interface National Change of Address letter templates backing up data major donors thank you letters pictures donor profile motivation FundRaiser Hosted ROI small donations features data conversion campaign membership benefits add ons increasing giving amounts donor retention rate personalizing letters Importing Data gift entry targeted mailings data analysis FundRaiser Basic New Year data entry donor targeting community supported gardens Network for Good overview letter online donations Personalizing Thank You corporate sponsors new nonprofit giving levels happiness fundraising follow up texting donors online donations volunteers donor attrition #GivingTuesday holiday donor slip transparency donor engagement major gift prospects new version Crowdfunding Campaign Reminders annual maintenance plan on site training reports role of nonprofits donor preferences donor advised funds grants direct mail NCOA processing Codes government grants recurring gifts tribute gifts product news motivation code arts repeat donors foundations Company culture Tickles new leadership donor recognition pledges volunteering mission driven case study Task List board members moves management training tip Snow Birds mode code how-to videos donation history raffle correspondance user spotlights appeal letters customer portal donor source premiums training social media charity golf tournaments Facebook campaign email in honor of donations annual campaign holiday letters SYBUNTS upgrading donors event management welcome packet tech tip salutation gift acceptance policy donor attrition rate look and feel tax summary letters correspondence word processor grassroots campaign nonprofit fundraising merge notes relationship tracking vacation custom page Thanksgiving alumni community arts nonprofits segmenting donors LYBUNTS GivingTuesday development director new features fundraising letters anonymous donors importing csv upgrade memorial giving adding personal notes to letters giving history ticketsales FundRaiser Spark Alternative Addresses operational costs capital campaign lapsed donor donor loyalty

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