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.

Subscribe to this list via RSS Blog posts tagged in merge fields

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
in Trainers Blog 3472
0

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
in Tech Blog 278
0

EasyBlog Calendar

Loading ...

EasyBlog Tag Cloud

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

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