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.

Tony Poderis suggests that, in a capital campaign, fully one third of your goal should be met by only 10 to 15 donors, and that the next third will be met by another 75 to 100 donors.  While you may have a good idea who those top donors are, it would be asking a bit much that you also, off the top of your head, know who those next hundred top donors might be.  So here are a few ideas that can help:

1.  Use the Donor List Report in Amount Order

The Donor List report can be set up to list donors in order of their giving amounts, with the largest donors always at the top of the list.  You can limit the range of gifts in many ways, to consider only monetary gifts, for instance, or to look at just a certain time period in the recent past.  And, when you are previewing the report, you can choose to print only the first few pages (or whatever number you need) to get the top 115 or so donor names, based on your selection criteria.

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1.  Be personal, share success, and Thank Them

It doesn't take much to include personal touches in a thank you letter template.  You could mention the last gift they gave (date and/or amount), or the first time they gave, or the amount of support they've provided over the years.  Different situations may call for different letter templates, and different groups of donors, but it's all possible in FundRaiser.  And while you are thanking them, let them know what their contribution has done.  What has your organization done since their last gift?  How many people (or animals, or communities, or ??) has the organization helped in that time?  This takes a bit of planning, so that you might have, for instance, a group of donors who have given, but not in the past 2 years, and another group who have given in the past 2 years, but not the past 6 months, and maybe another group who gave for the first time in the past 6 months, etc. You'll want different messages depending on the situation, but it's not that difficult to do, and the results will be a more personal approach to that "ask" for additional donations.

2.  Thank Often

Many non-profits are vying for the same donor dollars, and showing appreciation for past donations is important in ALL interactions with your donors.  If you are sending an invitation to an event, THANK them for their previous gifts.  If you are sending a newsletter, THANK them for their ongoing support.  If you have a special funding need and are sending an appeal, THANK them in advance for their consideration and for sharing your needs with their friends, family, etc., but THANK THEM.

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Establishing a Work Flow for your FundRaiser Database

Writing down an established work flow for entering gifts and name data after a fundraising event is one of single best things you can do to increase your donor management effectiveness. What's more, it creates a good working atmosphere and makes routine work a pleasure, even relaxing after the hectic pace of a fundraising event. What you need in your database will be put there effectively, free of unnecessary mistakes, or need to backtrack. Making it a regularly scheduled task is one great way to increase your all-around effectiveness. The frequency of the task, whether daily or weekly, will depend on the volume of gifts, of course, but it should be a part of the office routine.

Write it down as a task outline, laying the steps out in logical order. The ease of working will be a reward to continue doing the task. It also helps when the person who normally does the data entry is out sick, or is promoted to another position, or is otherwise taken out of the data entry picture. The person who takes over will appreciate having those steps in logical order, with hints, tips, and tricks in their appropriate places along the way. Here's a suggested flow that will work for most nonprofits. Adapt it as needed to make it right for your nonprofit's needs.  

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The Annual Resolution Parade

This time of year, most of us "resolve" to make changes: in our lives; in our work habits; in our approach to life in general, etc. And many of those resolutions fall by the wayside as the year develops, either because they seem too difficult, or they weren't that important, or (fill in the blank with your last unfulfilled resolution reason). I'd like to suggest a resolution that will help you all through 2017, and will almost certainly repay your efforts many times over: learn how to better use your FundRaiser software to do what needs doing for your organization. While learning the program doesn't sound nearly so important as changing lifestyle choices, or gaining virtues, or shedding bad habits, it can, for your non-profit organization, be the catalyst for many changes, like donor retention, increased donations, better communications, and less effort expended for all of it.

Which type of training do you prefer?

FundRaiser offers several different training formats, to fit your individual and organizational efforts, from self-help using the program's built-in Help manual and training videos on our website, to scheduled live webinars, to on-site training at your facilities, and you always have the option to call or email the training office, or tech support, for help. Each method of learning has it's pros and cons, of course, but the choices are available to you, and in this blog I'll try to give you some tips on how to approach them. And at the end of this, I'll let you know how all this can benefit you at the end of the year.

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As most of you know, in FundRaiser there are a multitude of ways and places in which to store this data. The one complaint I've heard about this is that it can be difficult to remember where you've put each different type of information. Is it in the Name Details? or Preferences? or Spare Fields? And why should I have to jump all over the place to see the information that is important to MY tasks in this organization, anyway?

Enter the "Custom Page" concept. Have you noticed the Custom Page tab (normally found to the left of the Master List tab) in FundRaiser? If it doesn't exist, you probably have Spark. If you have Select or Professional, it may have been moved to the right of the Master list (Options | Change Tab Order). The Custom Page is, at first, a blank space just waiting for you to design your perfect information layout. What information about donors do you want at your fingertips? Where is that data normally kept? You can "mirror" that field (or table) of information on the Custom Page. You can have, for instance, not only the donor name, phones, email, age, and so forth, but also the table showing their entire Giving History, or the table showing all of their Category Codes, or any specific Preference settings that are important, or... whatever you wish.

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