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.

3 Important In-Kind Gift Entry Tips

3 Important In-Kind Gift Entry Tips
1.  Mode Code Denotes In-Kind or Monetary

When entering a gift in FundRaiser, the Mode Code is used to differentiate not only between methods of payment (cash, check, charge, etc.) but also between monetary or in-kind donations. When you create a Mode Code you must specify whether that code will be monetary or in-kind. A Mode Code is always one or the other, and each gift requires a Mode Code. You may have multiple codes, as is usual in FundRaiser, which allows for specific types of in-kind donations. For instance, one of our users is a diaper bank, and, while they accept many infant-related types of in-kind donations, they need to keep diaper donations separated from others. The easiest way was to have, simply, a "diaper" Mode Code. When running various reports, you can specify to include monetary, or in-kind, or both types of donations. Use these codes to your advantage.  And check out the Coding & Spare Fields training video in the Customer Portal section of our website.

2.  Use the Merge Notes for Descriptions

On each gift record is a "Letter Notes for Merging" section. It is primarily used for notes that will then be merged into thank you letter templates. And for monetary gifts, these are usually personal greetings, of sorts, like "Gee, it was great to see you", or "Glad to see you've recovered from surgery", or something else to more personalize the thank you letter. For In-Kind donations, this is a great place to put a description of the items (or services) that were donated. It makes a permanent record as well as an easy way to pull that description in to a thank you letter.  More information on entering gifts is available in both the FundRaiser Overview and Recurring Gifts training videos available in the Customer Portal section of our website.

Continue reading
3898 Hits

Short take: Changing Merge Field Criteria In Letter Templates

Short take:  Changing Merge Field Criteria In Letter Templates

When updating a previous letter, it's important to review the criteria for the merge fields. This is especially true when using merge fields that input a total of all gifts or a list of gifts which meet certain requirements. For example, you may want to make the total of the gifts include the current year to date, rather than the date range used previously.

You can remove and then insert the merge field again to bring up the list of criteria to make those changes; however, there's an easier way to do this. Double click on the capital letter or symbol preceding the field name in brackets. This will open up the criteria window where you can make changes to the criteria and click okay to save it. Then, save your letter again.

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

Connect With Us

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

Customer Portal Login Form

User Name:

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