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.

Short Take: Variations on LYBUNT/SYBUNT

LYBUNT

As we move into the second half of the year, it’s a good time to start thinking about donors who have given last year, or even some year, but not yet this year. Built into the FundRaiser reports are options for LYBUNT (Last Year But Not This Year) and SYBUNT (Some Year But Not This Year). These are both great tools to determine donors who have given during your last calendar (or reporting year if it’s different) year, but not this one, and begin to extend your outreach to those individuals.

However, did you know that in our groupings options, we offer even more variations on the traditional LYBUNT/SYBUNT criteria?

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How FundRaiser Helps You Track Awareness Day FundRaising

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Nearly every day on the calendar, and certainly every month, has an Awareness Day attached to it. For example, did you know that not only is May Zombie Awareness month, but also Fibromyalgia and CF/ME Awareness month? Depending on the work your nonprofit does, awareness days, such as those related to families, children, or certain illnesses, can be excellent fundraising opportunities.

Not only is it important for organizations to use awareness days in their fundraising, but also to be able to track where those donors and gifts come from. FundRaiser Software will allow you to do so.

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Short Take: Get Reminded

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When you create a “tickle” or reminder in Fundraiser Software, it will show up on the Task List when the program opens if it is due, or overdue. However, with the release of 5.20, we have an even more visible way of being reminded. Now, when a tickle is due, a reminder will show in the upper right-hand corner of the program until the reminder is marked completed.

When you click on the reminder button, the task list will open and show you how many reminders you have outstanding.

Screenshot of task list reminder window
task list window 

 

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Short Take: Spare Fields for Follow Up

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A common question that I am asked is whether there a good way to track follow up within FundRaiser other than through the notes tab. You may want this when, as in the case of the American Rescue Workers highlight, you have donors that don’t make any commitments as concrete as a pledge or recurring gifts, but who do send in major gifts at least once a year.

Utilizing spare fields within FundRaiser to track this information is perfect. Spare fields are configurable fields within FundRaiser that you can customize to track the additional information that’s important to your organization and your donors.  FundRaiser Spark has 3 spare fields; FundRaiser Select has 5 of them; Professional has unlimited spare fields.

In FundRaiser Select and Spark, you’ll find the spare fields at the bottom of the Codes page. FundRaiser Professional has its own dedicated Spare Fields page.

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Short take: Tracking Tickets With Campaign Management

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Within FundRaiser Professional, the Campaign Management module makes it easy to track responses and response rates to your campaigns and events. But did you know it can also track ticket sales? For an event, such as a raffle or a banquet where there isn’t assigned seating and you want to track how many paid versus complimentary tickets are sold, our Campaign Management module is a big help.

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Short take: non-traditional uses for the alternate address field

AltAddresses

FundRaiser Software has the capability to not just hold unlimited alternate addresses, but also code them based on the type of address. Depending on the choices selected (date range or specific code) FundRaiser will then send to the alternate address instead of the main address on the record. Alternate addresses also have a few additional uses:

  1. Store old addresses
    When a donor updates an address, keep the old one on file so you don't lose it. Copy the current address to the alternate address space. It will be marked inactive, so you can keep the address on file just in case it's needed.
  2. Send mail to a power of attorney or another location permanently
    There may be times that you need to send correspondence to someone else, such as a power of attorney or even a family foundation's address. Using the alternate address field you can keep the donor's original address on file, while sending correspondence to another location.
  3. Keep an alternate address "just in case"
    For donors without a certain time for their vacation or summer home, or who may want some correspondence sent to a business address, but not all of it, then using the alternate address field is the perfect way to keep track of this information. Keeping the addresses coded correctly will ensure mail goes to the appropriate places.

If you have any questions about working with FundRaiser to manage your addresses: 

  • Sign up for the live FundRaiser Overview webinar. You can see the complete webinar schedule on the training calendar for the current month.  
  • Contact support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it.
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Lessons Learned from Crowdfunding to Save a Horse

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Facebook has been a remarkable tool for those involved in saving horses from the kill buyers. For those lots that want to see a horse in a good home rather than shipped to Canada or Mexico for slaughter, there are pages and Facebook Groups devoted to getting these horses visibility, donations, and even a good home. Which brings me to Thanksgiving weekend, when a very pregnant mare, skinny and in dire need of a good home, came across my Facebook newsfeed. I knew I had enough money to pay the deposit required to ensure she wouldn’t suddenly be shipped off...but for the rest of the money, and the cost to ship her from Kansas to Missouri? I wasn’t sure how to raise it. I decided to try crowdfunding.

I hear about crowdfunding successes all the time, but could I do it? Could I raise the money necessary to save this horse and bring her to my place? Her story reminded me so much of my own mare (now 19), whom I rescued as a 3 month old colt, a “surprise” for the mare had been through so many auctions that no one knew or disclosed that she was pregnant. I had to try.

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Short take: Importing Your #GivingTuesday Gifts

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If you are receiving gifts for #GivingTuesday (or any other occasion) in another system, you’ll most likely be entering them into FundRaiser. (If you haven’t inquired about our Donor Portal, which can put gifts directly into your FundRaiser database, now is a great time to do so.) Instead of entering your gifts one-by-one, you can import them.

To import your gifts, save your file of exported gifts into a CSV (comma separated values) format. Most programs export into CSV files automatically. Then, go to File > Import and follow the prompts to match up the fields and import the gifts.

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Short Take: PayPal for #GivingTuesday

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On this Giving Tuesday you may receive donations through PayPal, an online payment service, and wonder how you can code them in your FundRaiser Software. When entering gifts, either through importing a spreadsheet or entering them manually, the mode code is used to designate in what form the gift was received. Adding a code for PayPal will allow you to note that those gifts came in through that service.

To create a new mode code go to View > Codes to open the Codes Maintenance Window. Click on Add. Type in the code and a description. In this case, both of them can be "PayPal". Click on Save. This will add a new mode code for PayPal gifts.

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Short Take: Giving Levels

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As we come into the fall and winter giving seasons, it’s important to take a few moments to talk about giving levels. A giving level is a benchmark of giving that you’d like to have your donors reach, whether that’s through a one-time contribution or ongoing monthly contributions. For example, our local NPR station has the “Leadership Circle”, which means the person donated at least $1000 during the year. NPR makes this more manageable by encouraging people to make a recurring donations of between $80-100/month. 

Giving levels don’t have to be something you share with your donor. While many organizations use them as suggested donation amounts or levels, others simply generate internal reports with them. When you use giving levels within FundRaiser software, you can track these levels regardless of whether they’re advertised to your donors as suggested donation amounts, or levels you use for internal reporting, but never share with the donors.

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Short Take: User Access Control

Short Take: User Access Control

 

It’s very likely you may have more than one person within your organization who can view or work in FundRaiser. During certain times of the year, volunteers may be entering in data and gifts or pledges. One of the useful features of FundRaiser Software is the ability to be able to control the information that someone can see, or even if they can edit or delete items from your database.

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Short Take: Customer Portal for FundRaiser Users

Short Take: Customer Portal for FundRaiser Users

In addition to our technical support and training departments, FundRaiser Software also provides an extensive library of how-to documents and training videos through the Customer Portal. The Customer Portal is available to customers with a current Annual Maintenance Plan. To log in visit http://www.fundraisersoftware.com and click on the “Customer Login” link in the upper right-hand corner.  If you don’t have your login information (It will be unique to the customer portal), call or email our support team and we would be happy to reset the password for you.

Once you’re logged in, the Contact Info tab allows you to update and change your organization’s contact information. There are bulletins and news available. And the Training Videos tab takes you to the library of training videos. On the Support Tools tab, there is a link to view support document and downloads, including several “how to” documents. 

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Short Take: Coding In-Kind and Monetary Gifts

Short Take: Coding In-Kind and Monetary Gifts
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When inputting donations into your database, it’s important to differentiate in-kind gifts (which are usually goods, services, or time) from the financial gifts you receive. You get help doing this through the GIFT MODE code, which allows you to indicate the way the gift was received by your organization. With that code, you’ll notice that there are four default modes in the program: cash, check, charge, and in-kind.

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Short Take: Coding Is Key To Good Capital Campaigns

Short Take: Coding Is Key To Good Capital Campaigns

In a capital campaign it's important to know how much money you raised and from which donors. You can do this by coding the gifts. Within FundRaiser there are several places you can code your capital campaign donations.

The MOTIVATION CODE is what motivated a donor to give. Most often this is a specific campaign, and this is a great place to create a specific code to use with these gifts. If you are using our Campaigns Management Module available in FundRaiser Professional, you can set specific codes for each event of the campaign, as well as the overall campaign.

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Short take: Changing Merge Field Criteria In Letter Templates

Short take:  Changing Merge Field Criteria In Letter Templates

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.

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Magnificent Memberships: Using FundRaiser To Boost Your Numbers

Magnificent Memberships: Using FundRaiser To Boost Your Numbers

My nonprofit experience has been limited to membership groups, and in my training, I’ve discovered this is an area in which FundRaiser excels. All three versions of FundRaiser (Spark, Select, and Professional) have the ability to manage members, though in Select it is an optional module. The process is very similar in all three versions as well.

When you enter a gift the type can be marked membership dues. This triggers the system to set up a new membership where you can input the type (family or individual), any benefits, and double check the renewal date. As an organization, you can choose how you want the memberships to renew and any default benefits as part of the settings. In fact, you can print membership cards.

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Short Take: In Kind Donations

Short Take: In Kind Donations

 

When your organization takes in donations of good or services, how do you record that donation? On the Gifts tab, when you enter in a donation, the Gift Mode code reflects the form that the donation took—how the money was received or if it was an In Kind donation.  When you choose “In Kind” for your gift mode, this tells the database that the donation was received not as a financial transaction, but rather a donation of goods or services. The amount field can be the approximate value of those donations, and you can use your motivation and purpose codes to further categorize the donation.

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Short take: FundRaiser Overview Class

Short take:  FundRaiser Overview Class

 

Feel like you need a refresher on the software? Do you have a new employee or volunteer who will be helping your organization with FundRaiser Software? Our FundRaiser Overview Class is the perfect resource for this - and it is offered every week.

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Which Report Should I Use?

Which Report Should I Use?

There are three main reports within FundRaiser for viewing donor or donation data: Master, Donor, and Donation. Each of these reports contains separate pieces of information, though there is some overlap between the reports. Each report has a unique use.

The Master Report is one of the few reports where you can see information for non-donors in your database. The variations allow you to look at donor codes, donor addresses, or donor information including gifts.

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Short Take: I need a list of names and addresses for my donors. How do I do that?

Short Take: I need a list of names and addresses for my donors. How do I do that?
There are times when you are looking to see the names and addresses for your donors, and FundRaiser supports multiple ways of retrieving this information. If you need a list to use as a print out, for example, then the Master Report has a variation which only prints names and addresses. You can access this through Reports > Master Report.If you need to export those names and addresses to send to a vendor for printing mailings or to import into another system, the most efficient way to obtain this information is to follow a 2-step process.First, create a grouping of the individuals whom you wish to include in the mailing list. Then, go to File > Export, select your grouping, and export the names and addresses directly into a CSV (Excel-compatible) file. You can export additional fields such as total giving or last gift as well if you'd like.By choosing one of these methods you'll be able to export names and addresses in a format that will work for your organization and in an easy to transfer manner.To learn more on this and related topics, sign up for one of our live webinar training classes or contact support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it. 
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