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.

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What would you do with 22 more minutes each day? According to a survey by IT staffing firm Robert Half Technologies, most workers lose approximately 22 minutes every day due to technical issues. That’s 4 hours and 24 minutes per 5-day work week. Or to put it in another context, its 228 hours and 48 minutes, or roughly 5 ¾ weeks out of your year! Of course, this could be anything from a slow computer to printer issues; however, when it comes to your FundRaising software, you don’t have to lose any time at all!

The support team at FundRaiser is always available to answer questions. From a quick how-to question or a more intensive technical issue, our talented and friendly support technicians want to help. Part of that 22 minutes each day also comes from trying to learn about the programs that we use and how these work. Here, too, FundRaiser Software has our customers covered. In addition to our support team, we offer on-demand training videos as well as a full schedule of training classes.

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in Tech Blog 277
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The Annual Resolution Parade

This time of year, most of us "resolve" to make changes: in our lives; in our work habits; in our approach to life in general, etc. And many of those resolutions fall by the wayside as the year develops, either because they seem too difficult, or they weren't that important, or (fill in the blank with your last unfulfilled resolution reason). I'd like to suggest a resolution that will help you all through 2017, and will almost certainly repay your efforts many times over: learn how to better use your FundRaiser software to do what needs doing for your organization. While learning the program doesn't sound nearly so important as changing lifestyle choices, or gaining virtues, or shedding bad habits, it can, for your non-profit organization, be the catalyst for many changes, like donor retention, increased donations, better communications, and less effort expended for all of it.

Which type of training do you prefer?

FundRaiser offers several different training formats, to fit your individual and organizational efforts, from self-help using the program's built-in Help manual and training videos on our website, to scheduled live webinars, to on-site training at your facilities, and you always have the option to call or email the training office, or tech support, for help. Each method of learning has it's pros and cons, of course, but the choices are available to you, and in this blog I'll try to give you some tips on how to approach them. And at the end of this, I'll let you know how all this can benefit you at the end of the year.

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in Trainers Blog 1281
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Larry Weaver at his retirement part
 Larry Weaver, at his FundRaiser retirement party in December 2014. 

It is with sadness we report the death on January 13, 2016 of Larry Weaver, long-time employee and friend at Fundraiser.

Many of you have have “known” Larry for years, as he helped all of our FundRaiser users in his roles as Technical Support expert, and in later years, the “star” of our Training videos and live classes. Larry was the first employee hired by founder Gene Weinbeck, and remained, through the ups and downs of the company and his own move from Missouri to Arizona, a staunch friend and supporter of FundRaiser’s mission.

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in About us 1220
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The Annual Resolution Parade

This time of year, most of us "resolve" to make changes: in our lives; in our work habits; in our approach to life in general, etc. And many of those resolutions fall by the wayside as the year develops, either because they seem too difficult, or they weren't that important, or (fill in the blank with your last unfulfilled resolution reason). I'd like to suggest a resolution that will help you all through 2016, and will almost certainly repay your efforts many times over: learn how to better use your FundRaiser software to do what needs doing for your organization. While learning the program doesn't sound nearly so important as changing lifestyle choices, or gaining virtues, or shedding bad habits, it can, for your non-profit organization, be the catalyst for many changes, like donor retention, increased donations, better communications, and less effort expended for all of it.

Which type of training do you prefer?

FundRaiser offers several different training formats, to fit your individual and organizational efforts, from self-help using the program's built-in Help manual and training videos on our website, to scheduled live webinars, to on-site training at your facilities, and you always have the option to call or email the training office, or tech support, for help. Each method of learning has it's pros and cons, of course, but the choices are available to you, and in this blog I'll try to give you some tips on how to approach them. And at the end of this, I'll let you know how all this can benefit you at the end of the year.

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in Trainers Blog 1149
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Like many development directors, Raelene Pullen of Figge Art Museum has a small staff and limited budget, so she needs to use resources wisely. On first arriving at her new job, she turned to the donor database in place at the Figge for information on how to do that … and found that the data she needed wasn’t there. “The previous development team didn’t use the software in a very dynamic way. I’d have a question and refer to the software. The answers weren’t there. So I had to ask myself why that was. Is this software not good? The software can only return information based on what was input,” says Raelene about her first experiences with the donor database.

Instead of giving up on FundRaiser, she sat down to figure out what information she needed and if FundRaiser could do the job. She went through each of the technical trainings offered by FundRaiser Training and spoke to FundRaiser Technical Support.  When properly implemented, FundRaiser was able to provide almost all she needed. “Since then, we’ve revitalized and revamped the coding and campaign management processes. Now we are able to benchmark and track the differences in response for appeals, museum events, gifts, and engagement and have data over a number of years.”

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Tagged in: ROI support training
in Non-Profit Fundraising Tips 907
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This Sunday is the first day of summer, bringing with it good memories of relaxed easy days.

Taking a break from work is something that the founders of FundRaiser, Gene and Marcy Weinbeck, wove into the culture of our company. Although hard-work is highly valued here, every month the office is closed one day to honor a holiday. When there isn’t a ‘common’ holiday, we find one. Marcy Weinbeck is the one who established the FundRaiser holiday custom. She says it came about this way:

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in Trainers Blog 2961
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Have you wanted to take a training class, but the schedule just didn’t work out for some reason? Or maybe a last minute project or meeting prevented you from attending the class you really wanted. We understand that things happen, which is why we’re pleased to introduce our new training class, Open For Requests.

We’ve scheduled two Open sessions a month—one at each of our normal times, 10am and 3pm. With this session, simply sign up and let us know what class you would like to take. They are first come, first serve, and we will update the training calendar when they have been taken.

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Tagged in: training
in Trainers Blog 1461
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Have you ever had a question about something in FundRaiser? Maybe it wasn’t a big question or something you felt like you needed to call for, but you wondered how to do something or maybe if FundRaiser could accomplish a task your organization wanted to have done. With this in mind, our training department has created a new class that’s less of a class and more of an opportunity for you to ask questions.

In April, we debuted a new training session called the Q&A. Scheduled on every other Thursday afternoon, this session provides an opportunity for customers to ask “how to” questions or discuss various projects within FundRaiser.

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Tagged in: training
in Trainers Blog 1226
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There’s no doubt that FundRaiser Software is a robust program. As with any program, even if you’ve been using it for a while, there are always new tips and tricks to learn. This is where our wonderful training department can help out.

As part of my training here at FundRaiser support, I attended the training courses (and watched our training videos) that we offer to our customers. While I found each of them informative and helpful in deepening my understanding of the software, I wanted to share with you my three favorite classes.

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in Tech Blog 1438
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In a recently (Oct. 3, 2014) posted blog by Kim Klein, the question of how to greet donors and prospects in letters and emails is addressed.  While the article seems to favor erring on the side of formality, when in doubt, it also recognizes that there are times to be informal, and even quite casual, during correspondence.

In FundRaiser the word processing is built into the program, allowing access to all fields of data for merging into letters as needed.  This enables you to write "form" letters that have the personal look and feel that used to be possible only through individually crafted letters.  The way you greet people in a letter can be personalized for each name record in FundRaiser, as well.

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in Trainers Blog 1750
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Many non-profits began their data management using spreadsheets.  Yours may still use them, but there are many reasons to move away from them and into donor management software, as you may be aware.  In fact, here are a couple of articles that some folks have referenced in telling us why they no longer want to use spreadsheets:  
 
One of the big stumbling blocks to converting to a better system is the old argument: “We would have to re-enter all the information, and no one has time to do that!”  Well, in FundRaiser (even in FundRaiser Basic) there is a file option that allows you to import from other file formats.  Here are some tips and tricks on how to do set up your spreadsheet for optimal importing:  
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in Trainers Blog 1683
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Tony Poderis's recent blog (July 31st:  How Long Should Donors Have to Fulfill Fundraising Pledges?) proposes that the donor should be allowed to set the time limit for fulfilling any pledge they make.  Some folks might, at first glance, think this will dramatically increase the amount of work necessary to manage the overall pledge campaign, as well as the individual pledges.  With FundRaiser's Pledge Module, available in Select and standard in Professional, this should be of little concern and here is why:

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in Trainers Blog 1738
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In a recent blog by Tony Poderis, it is suggested that a myriad of things *should* be tracked in order to cultivate donors and prospects more easily and fully.  It's further suggested that, in order to be truly successful, an organization will build strong relationships with their top 20% of donors, getting them fully involved in the organization's mission.  All of this tracking and relationship-building requires a lot of detailed information about people, and storing it in a manner that can be readily accessed may appear daunting.  Let me "undaunt" that appearance with FundRaiser.

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in Trainers Blog 1716
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Just the other day, I got a call here at the training office with a question about how to get out a list of Tribute Notification names (it's a Tributes module kind of thing).  Since there is no facility for doing that within FundRaiser's reports or groupings, I suggested they call tech support and get an SQL script written that will do that.  An SQL script is a program-code-like statement that can be used to tell the program to do things outside it's normal role.  The user was surprised that we could do that sort of thing, but it's just a part of the service you can expect from your FundRaiser "AMP".

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in Non-Profit Fundraising Tips 1575
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Summer is almost upon us, officially, although many of us have been experiencing summer-like weather already, and there are some great things about summer that need to be pointed out from time to time.  I was talking with a friend the other day and the conversation somehow wound around to how I've always been a bit envious of those who don't wear prescription glasses, and I'm looking forward to cataract surgery that will also correct my distance vision.  This means I'll be able to buy cheap sunglasses for the first time in my life.  I'll have options, choices, and decisions to be made regarding the size, style, color, and so on, that I've never had before, since I've been wearing prescriptions since I was 9 or 10.  What an epiphany!  Where is that rack of $1.00 sunglasses??  I can't wait!

 

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in Trainers Blog 1943
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With Memorial Day just around the corner, it might be a good time to mention a couple of ways you can keep track of memorial gifts in FundRaiser.  We call them "Tribute" gifts, and they can be in memory of departed loved ones, or in honor of living individuals, or even in celebration of some life event or other.

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in Trainers Blog 2164
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In a recent blog here by Kim Klein, follow-up was stressed as an important element in asking people to volunteer their help.  It's as true in fundraising as in any other aspect of volunteerism (or life itself, for that matter) that communication is critical in fostering a strong, respectful, and meaningful relationship.  So use what FundRaiser provides to keep abreast of what's happening with your individual requests of volunteers, and be prepared to communicate often and openly.  Here are a couple of features that I've talked about in the past, that can be very helpful in accomplishing your goals:

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in Trainers Blog 2005
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SHHHHH!!  Don't tell anyone I'm giving you this sneak peek, but I feel compelled to let you know just one new layout feature coming in the near future.  It won't happen for a month or two, but when it does, you'll be able to take advantage of it right away.  The Tony Poderis blog of April 7th got me thinking about this, because it's nice to be able to thank brand new donors in one way, while thanking repeat donors in a whole different way.  In fact, one of the points in Tony's blog is to thank donors for past support.

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in Trainers Blog 1444
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This week's Kim Klein blog shows how some small organizations may falsely assume that "major" donors are their best target demographic when considering time vs return.  Statistically, individuals give more than foundations or corporations, and there are many more "small" donors contributing to non-profits than there are "major" donors.  Let's look at how FundRaiser's built-in word processing and automation of thank-you letters can whittle down time spent while increasing returns from the vast majority of donors.

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in Trainers Blog 1567
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In this week's blog by Kim Klein, the focus is on laying out an effective strategy for raising money, based on your organization needs and resources.  I'd like to give you a few steps on how to lay out an effective training strategy for learning FundRaiser software.

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in Trainers Blog 1420
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