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.

Creating My First Fundraising Mailing

Creating My First Fundraising Mailing

At FundRaiser Software, staff members are experts in helping nonprofit organizations use our software. We have learned a lot about the how-to's of fundraising from our customers... but very few of us do it ourselves. For me, over the years, I've become eager to try my own hand at it. Yesterday, my wish came true as I mailed out my own first fundraising campaign. The experience was both fun and humbling, giving me a new and deeper appreciation of the work that our customers do daily! 

Let me say at the start, that the organization I volunteer for has done well for more than 35 years tracking donors by spreadsheet and memory. It's understandable that when I suggested using a FundRaiser program they were wary. This year, however, the other volunteers at the organization agreed to let me have a go at it... as long as I was the one working with FundRaiser.   

Continue reading
3167 Hits

3 Tips for Exporting Data to Spreadsheets


Why Export Data to Other Programs??

You know, from my point of view, "why" is a question I don't always feel inclined (or capable) to answer.  Sometimes the best answer to "why" is simply "because".  Why export?  Because I want to export.  It's a valid reason, and so it behooves us at FundRaiser to make it as easy as possible to perform the task, even though it's a relatively little-used task when compared to most features of the program.  We don't need to know "why" you want to export, but YOU need to know HOW to export, and here are some tips to get the job accomplished in the best possible way for your purposes.

1.  Export or Print to File??  Choosing the right method.

Under the File menu, the "Export" option enables you to send data to various file formats that can be easily read by other programs.  The ASCII/dBase option gives you several choices, but the most common for spreadsheets is the CSV (Comma-Separated-Values) file format.  Exporting, however, has some limitations, in that you can only export fields that are available in the "Field Selection" list.  You may have noticed that only "statistical" gift data can be exported, rather than individual gift information.  So, when you need to export that type of information, the best bet is to use the "Print to Excel" option found in almost all reports (like the donation/deposit reports).  While this option will not be as "clean" as exporting to a CSV and then opening the resulting file in a spreadsheet, it WILL allow you to bring those multiple gifts into play.  So, the first step to exporting is to decide the level of detail you need, and either choose to Export (less detail) or Print to Excel, using a report (more detail, but more cleanup needed in the resulting Excel/spreadsheet file).

Continue reading
4688 Hits

2 Situations When You Might Want to Consider Using Access or Excel for Donor Management


With the proper template (and there is one for nonprofits included with Access), it's not too difficult for someone with a modicum of computer savvy to put together a program to handle the basics of fundraising using either Excel or Access. However, remember that the fundraising world is not static, and neither should be your fundraising program—continuing maintenance could become a drain on your time and resources.

In our opinion, there are two situations in which using Access or Excel (or similar products) might make sense.

Continue reading
3348 Hits

8 Ways to Know If You've Outgrown Your Homegrown Software


In this modern technological age, even the smallest nonprofits are likely to use some type of software to help with fundraising. These fall into two general categories:

commercial "off the shelf" donor management softwarehomegrown or custom programs.

The homegrown varieties are most often constructed using Microsoft's Access or Excel because they are the most readily available products from which to create a database. In our many years working with small to medium-sized nonprofits in various capacities, many organizations have come to us looking for a solution to having outgrown their homegrown programs. This experience has taught us a number of lessons that may be helpful if you are thinking it may be time to purchase fundraising management software.

Continue reading
2701 Hits

Why I want the environmental organization I volunteer for to use a donor database instead of Excel spreadsheets

The environmental organization I volunteer for is important to me, so it followed that when I discovered they were using Excel spreadsheets to track the donors who help make it happen each year, I suggested that we use a FundRaiser Software program instead.

My co-volunteers were leery about moving from Excel to a donor database. They don't know me as any kind of expert on non-profit fundraising. They feared that using a donor database would simply complicate matters. Excel spreadsheets are free and everyone knew how to use them. Their questions led me to do some research so I could tell them more clearly why I was making my suggestion. Here's what I turned up:

Continue reading
3639 Hits
Wait a minute, while we are rendering the calendar
capital campaign merge fields support backing up data customer portal disaster relief follow up donor retention rate role of nonprofits monthly giving donor source Reporting to IRS Congratulations spreadsheets donor contact information donor attrition recurring gifts moves management GivingTuesday Groupings change of address updating donor In-Kind gifts relationship tracking donor attrition rate annual maintenance plan gift entry announcements premiums publicity materials operating systems data entry small donations donor loyalty Crowdfunding Campaign banquet word processor upgrade Task List membersip benefits fundraising letters Facebook add ons mission driven custom page reports social media Reminders look and feel Volunteer module ROI welcome packet Donor Portal PayPal data conversion government grants Snow Birds upgrading donors training new leadership motivation code raffle online donations security building donor relationships importing csv memorial giving donor slip NCOA processing alumni general lapsed donor overview understanding giving trends communications arts features office FundRaiser Spark flash sales password protection Facebook campaign increasing giving amounts ticketsales volunteers endowment campaign GoFundMe project updates pledges development director nonprofit fundraising community broadcasting End of Year Letters spare fields online donations membership programs charity golf tournaments donation history accounting software annual campaign solicitors thank you letters motivation how-to videos National Change of Address animal rescue budget training tip grassroots campaign appeal letters LYBUNTS Tickles phoning donors volunteering Alternative Addresses tribute gifts community supported gardens mode code membership benefits product news grants Codes event management Company culture happiness case study advanced tab targeted mailings the Ask major donors customer service foundations corporate sponsors Excel in honor of donations tech tip giving levels correspondence tax summary letters fundraising board members data analysis segmenting donors campaign management donor recognition ticket sales operational costs Resiliency Thank You community arts nonprofits major gift prospects user spotlights on site training #GivingTuesday

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