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.
Since we’re talking about marking things inactive, this is an excellent time to go through your codes. Any year-specific codes can be marked as inactive. The data stays within your database so even though the codes are inactive, the information will still be accessible.
This is an excellent time for you to think about the ways in which your organization uses FundRaiser. Perhaps you may wish to take a few training courses to get into more detail about the various functions or find ways to make the data work better for you. A new year means a fresh start, a clean slate. There are many ways to enhance the way our software helps your organization.
Now that the rush of the holidays and January’s end of year letters is done, it’s a perfect time to think about new projects. And, of course, our support team is here to help you every step of the way.