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.

Producing End of Year Tax Summary Letters in FundRaiser

Producing End of Year Tax Summary Letters in FundRaiser

It's time to produce Tax Summary letters (also called End of Year letters) again. They are usually sent in January after the last donation for the year is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One

First, start by deciding how you want to list the donations in your letter. Two merge functions found in the FundRaiser word processor are used specifically for this type of letter.

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The Who, What, and When of Tax Summary Letters

The Who, What, and When of Tax Summary Letters

What is an End of Year letter? Usually it is one of two things:

a letter which contains a summary of all donations that a donor has made to your organization in the past year. This is sent in January, to help donors with their taxes.an appeal letter which is sent in November and December to solicit donations.

This article will go more in depth about tax summary letters. You might be surprised at the return you get from this simple and helpful correspondence.

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Beyond End of Year Letters

Beyond End of Year Letters

Now that January is coming to a close and end of year letters have been printed and mailed, it’s time to think about other ways in which you can prepare for the upcoming year. Performing some general maintenance tasks will help keep your FundRaiser running smoothly and your donor management process easy.

First, think about the letters you send. With the change in the calendar, you can update the accomplishments or perhaps highlight special stories from the previous year that would resonate with your donors. Updating the letters with new codes will help staff and volunteers alike use the correct letter. And don’t forget to mark your old letters inactive to keep them from being repeated.

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Prepare for sending end-of-year letters to donors for tax season

Prepare for sending end-of-year letters to donors for tax season

Now is the time to start thinking about what information you need for your End of Year letters for tax season.  Start with a few simple decisions and complete your data entry for 2015 in order for the process to go smoothly. Questions to answer are

Will you send out letters to all donors, just to donors who will be required by the IRS to have written proof of their donations, or skip sending them altogether?Do you want to include a fundraising appeal with the tax summary letter? What is a tax summary letter?

Tax Summary letters, often called End of Year letters, give donors information on what they have donated to your organization that year. These statements differ from the holiday appeal, in that they are sent after the holidays. Their primary intention is to give information to the donor for taxes; however it is not uncommon to combine them with another appeal.

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Flexible Emails Within Fund Raiser

Flexible Emails Within Fund Raiser

One of the things I receive questions on as I’m hosting training classes is email through FundRaiser. How does the program know that someone can get emails? What can be sent via email? Is there a copy? The convenience of email, not to mention the cost savings, makes it appealing to use. So let’s talk about emailing within FundRaiser.

For each record within FundRaiser you have complete control over the communications preferences. If someone prefers email—and many people do these days—then the customer’s record can be set to email only. Additionally, with each correspondence that is sent, you can choose if it will be sent through the postal mail or via email where appropriate.

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Beyond End of Year Letters

Beyond End of Year Letters

Now that January is coming to a close and end of year letters have been printed and mailed, it’s time to think about other ways in which you can prepare for the upcoming year. Performing some general maintenance tasks will help keep your FundRaiser running smoothly and your donor management process easy.

First, think about the letters you send. With the change in the calendar, you can update the accomplishments or perhaps highlight special stories from the previous year that would resonate with your donors. Updating the letters with new codes will help staff and volunteers alike use the correct letter. And don’t forget to mark your old letters inactive to keep them from being repeated.

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Making Great Groupings

Making Great Groupings

One of the most attractive features about FundRaiser Software is its ability to hold a lot of information on your organization’s donors. By the time you utilize category codes and handle such things as Campaigns and Events, Memberships, and Pledges, you can have a lot of donor-specific information. Gathering this information into meaningful groups is the power of groupings inside of FundRaiser.

Let’s say you want to see who attended your events, but hasn’t given a donation. You can make a grouping for that. How about someone who is a monthly donor who has never attended any events? That’s right. You can make a grouping for that.

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5 Things To Be Thankful For With FundRaiser

5 Things To Be Thankful For With FundRaiser

It’s the time of year when my thoughts turn toward thankfulness and gratitude, though I try to keep them tuned in that direction year round. There are many things that I think we all can be thankful for, but I wanted to take a few moments this week and share with you the five things I’m thankful for in FundRaiser Software.

1) An intuitive interface. FundRaiser holds a lot of data on your donors and organization, which is a good thing. It can also get overwhelming, too. The intuitive way that you can move through FundRaiser allows you to access, sort, and filter, all that data so you can make the best contacts you can with your donors.

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What's in a Greeting, Personally?


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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Personal Form Letters: Oxymoron?!

 

oxymoron

(NOTE:  originally published 9/11/2013)  It sounds like an oxymoron:  “personal” form letters.  How can a form letter be personal at all?   Well that’s really a big part of what donor management software is all about, whether it’s FundRaiser Basic, Spark, Select, or Professional.  In the old days, when everything was done with typewriters and people power, some organizations would get pre-printed letters with gaps or spaces in the areas that needed to be filled in with the “personal” information.  Now, though, with the power of the computer and well-designed software programs, we can do essentially the same thing, but resulting in letters that are not obvious “fill-in-the-blanks” forms.  Each letter is individually fitted, printed, and contains information specific to the recipient.

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LYBUNT? SYBUNT? OMG LOL


What's in an Acronym?

In Kim Klein's blog article this month, she explains what the term LYBUNT means, which is a good thing, but there is another that is used in FundRaiser we need to know, too:  SYBUNT.  SYBUNT is similar to LYBUNT, but reaches further into a lapsed donor's past.  A SYBUNT has given "Some Year But Not This".  You can find both of these terms scattered throughout FundRaiser:  in the "WHO" section of reports and mass mailings (in the "MasterFile" dropdown), the "Common Patterns" section of creating a Grouping, and elsewhere.  They are just easier ways to describe certain donor situations.

Precisely, Generally Speaking

Once you know the definitions, you may run into another situation due to the business world view that there are two distinct types of years:  calendar and fiscal (which FundRaiser calls "Reporting" year).  FundRaiser's Reporting year is, by default, set to the calendar year, but can be changed to coincide with the fiscal year your organization uses for accounting purposes.  It's changed in the Options, General, Printing menu, and requires that you set the beginning month of the yearly period you want to consider for your Reporting year.  Be aware that, if you make a change here, you will need to run the Rebuild Statistics Page Data utility (in the Utilities menu) in order to make certain all the yearly totals reflect your reporting year, and that people are able to be put properly in their LYBUNT and SYBUNT places.

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5 steps to creating tax summary letters for your donors in FundRaiser


It's almost time to produce Tax Summary letters (End of Year Letters).  Usually sent in January, after the last donation for the year is in, end of year letters are a perfect way to re-establish your relationship with all your donors.  Here's a coherent plan of attack for FundRaiser users to breeze through this important time.

Step One -- HOW do you want to display their donations?

You'll obviously want to thank them for the year's donations, but do you want to list donations individually, or as a total dollar amount?  Do you want to mention the number of gifts they gave?  Would you like to encourage them to give again?  FundRaiser has merge fields and functions to help with all of this, with the most often used being the GiftList and GiftTotal functions.  GiftList can show a listing of the gifts you specify in a mini-report format, while GiftTotal simply adds up all the gifts you specify to print out the total dollar amount.

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