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 tax summary letters

If you are going to use last year's letter, it is good to review the letter in FundRaiser’s Word Processor, if the letter was used in FundRaiser previously. One of the common problems we see in Tech Support regarding Tax Summary letters is when people would like to use the letter from last year, and it isn't showing the right gift amounts. That’s easily solved. 

With the letter open in FundRaiser, click on the Gift List or Gift Total Function code and make sure that the date range is in the right year. You can also remove the merge function for the total giving or gift list and reenter it, and that will allow you the opportunity to reenter the date range. 

Continue reading
in Tech Blog 660

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.

Continue reading
in Tech Blog 673

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.

Continue reading
in Non-Profit Fundraising Tips 1562

EasyBlog Calendar

Loading ...

EasyBlog Tag Cloud

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

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