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.

Short Take: Reusing Last Year's Tax Summary Letter

Short Take: Reusing Last Year's Tax Summary Letter

If you are going to use last year's letter, it is good to review the letter in FundRaiser’s Word Processor, if the letter was used in FundRaiser previously. One of the common problems we see in Tech Support regarding Tax Summary letters is when people would like to use the letter from last year, and it isn't showing the right gift amounts. That’s easily solved. 

With the letter open in FundRaiser, click on the Gift List or Gift Total Function code and make sure that the date range is in the right year. You can also remove the merge function for the total giving or gift list and reenter it, and that will allow you the opportunity to reenter the date range. 

To find last year's letter created in FundRaiser, go to View> Letter Templates. There you will see a list of all letters your organization has created in FundRaiser. Just select the one you want to use and it will open in the FundRaiser Word Processor, ready for you to edit.

Turn your New Year's Resolutions into End-Of-Year ...
Reach More Donors with NCOA Processing

Related Posts

Wait a minute, while we are rendering the calendar
End of Year Letters monthly giving donor loyalty nonprofit fundraising motivation code welcome packet features overview Facebook motivation password protection tax summary letters understanding giving trends merge fields upgrading donors annual campaign major donors case study office relationship tracking in honor of donations social media mode code donor retention rate campaign management mission driven giving levels membersip benefits community broadcasting PayPal LYBUNTS Alternative Addresses Congratulations donor attrition government grants development director Facebook campaign reports operational costs operating systems community supported gardens endowment campaign donor attrition rate spreadsheets tech tip disaster relief change of address updating online donations product news data conversion customer service arts recurring gifts alumni budget flash sales Reporting to IRS capital campaign event management charity golf tournaments lapsed donor accounting software Thank You NCOA processing training tip training fundraising the Ask ROI donor support donor recognition happiness moves management board members publicity materials appeal letters In-Kind gifts Crowdfunding Campaign thank you letters customer portal how-to videos Excel phoning donors memorial giving Donor Portal tribute gifts new leadership online donations security word processor donor contact information annual maintenance plan #GivingTuesday Company culture backing up data premiums on site training major gift prospects add ons National Change of Address Resiliency membership programs volunteering communications grants small donations membership benefits upgrade importing csv animal rescue grassroots campaign corporate sponsors Groupings look and feel Codes data entry segmenting donors building donor relationships advanced tab announcements pledges donation history Snow Birds community arts nonprofits updates solicitors custom page general increasing giving amounts volunteers Volunteer module fundraising letters GoFundMe project GivingTuesday correspondence user spotlights data analysis donor slip targeted mailings foundations gift entry

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password