The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.
Blog posts tagged in donor contact information
There are three main reports within FundRaiser for viewing donor or donation data: Master, Donor, and Donation. Each of these reports contains separate pieces of information, though there is some overlap between the reports. Each report has a unique use.
The Master Report is one of the few reports where you can see information for non-donors in your database. The variations allow you to look at donor codes, donor addresses, or donor information including gifts.
There are times when you are looking to see the names and addresses for your donors, and FundRaiser supports multiple ways of retrieving this information. If you need a list to use as a print out, for example, then the Master Report has a variation which only prints names and addresses. You can access this through Reports > Master Report.
If you need to export those names and addresses to send to a vendor for printing mailings or to import into another system, the most efficient way to obtain this information is to follow a 2-step process.
- First, create a grouping of the individuals whom you wish to include in the mailing list.
- Then, go to File > Export, select your grouping, and export the names and addresses directly into a CSV (Excel-compatible) file. You can export additional fields such as total giving or last gift as well if you'd like.
By choosing one of these methods you'll be able to export names and addresses in a format that will work for your organization and in an easy to transfer manner.