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.

Preventing Code Creep to Keep Reports Accurate

Preventing Code Creep to Keep Reports Accurate

When several different people are entering codes into FundRaiser, ‘code creep’ can occur. Code Creep is where several different codes are used to designate the same type of gift. This creates complications when you want to get the data out of FundRaiser for a report. Because codes are the main way that you get data out of FundRaiser, keeping codes consistent will ensure that your reports accurately reflect all the data you have entered into FundRaiser on a particular topic.   

To prevent code creep, make sure that everyone who is entering codes understands your conventions. Basic training on using FundRaiser and on your coding conventions is important. Also the program settings allow you to limit certain people’s use of the program to only the areas that are needed for the job they are doing. The Administrator can do this by going to Options > User Set Up to  

Continue reading
594 Hits

5 Main Steps of Data Entry Work Flow in FundRaiser Software

5 Main Steps of Data Entry Work Flow in FundRaiser Software
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.  

Continue reading
2655 Hits
Wait a minute, while we are rendering the calendar
in honor of donations training understanding giving trends add ons donor contact information lapsed donor security flash sales correspondence reports targeted mailings major donors community broadcasting backing up data phoning donors communications donation history data conversion office word processor Codes donor loyalty publicity materials tribute gifts memorial giving Resiliency nonprofit fundraising community supported gardens appeal letters mission driven upgrading donors membership programs donor attrition rate mode code accounting software ROI PayPal GoFundMe project gift entry campaign management Excel product news password protection operational costs online donations pledges customer portal donor attrition membersip benefits social media tech tip volunteering user spotlights custom page capital campaign corporate sponsors End of Year Letters donor segmenting donors look and feel charity golf tournaments event management new leadership Congratulations giving levels monthly giving disaster relief merge fields relationship tracking data entry grants membership benefits welcome packet customer service overview moves management alumni Company culture LYBUNTS happiness online donations donor slip foundations In-Kind gifts grassroots campaign thank you letters solicitors NCOA processing Groupings annual maintenance plan Reporting to IRS motivation code volunteers donor recognition Thank You change of address updating government grants increasing giving amounts training tip on site training recurring gifts the Ask budget case study features endowment campaign major gift prospects motivation Donor Portal premiums community arts nonprofits development director tax summary letters advanced tab small donations announcements operating systems annual campaign National Change of Address board members building donor relationships fundraising letters updates general support spreadsheets upgrade GivingTuesday donor retention rate how-to videos Facebook data analysis fundraising

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