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: Advanced Tab

Short Take: Advanced Tab

Groupings are a useful way to work with a large number of donor records, such as printing a report or sending correspondence. However, depending on your criteria, you may not need to create a grouping. When you click Customize on the report preview screen, you are brought to a new window with four tabs, and one of these says “Advanced”. On both reports and correspondence, you can use the Advanced tab to set the criteria you wish to use in running the report. (For example, people who gave in the last twelve months or gave over a certain dollar amount.)

For correspondence, using the Advanced tab is helpful for year-end letters. Instead of creating a grouping, you can use the Advanced tab to limit your letters to individuals who gave during the calendar year.

Continue reading
1441 Hits
Wait a minute, while we are rendering the calendar
tax summary letters government grants community arts nonprofits capital campaign training tip alumni online donations donor source monthly giving accounting software arts the Ask NCOA processing support fundraising letters PayPal recurring gifts foundations major gift prospects customer portal Company culture donor loyalty giving levels relationship tracking volunteering LYBUNTS Reminders importing csv spare fields social media segmenting donors membersip benefits overview understanding giving trends donor attrition rate solicitors change of address updating Groupings look and feel customer service reports banquet Thank You welcome packet phoning donors animal rescue Task List disaster relief in honor of donations custom page corporate sponsors general appeal letters annual campaign Alternative Addresses GivingTuesday spreadsheets online donations Snow Birds backing up data FundRaiser Spark publicity materials upgrade building donor relationships training case study Facebook ROI follow up upgrading donors membership benefits announcements development director donor merge fields new leadership annual maintenance plan updates grants End of Year Letters board members #GivingTuesday add ons nonprofit fundraising moves management tech tip In-Kind gifts user spotlights premiums operational costs Tickles volunteers Excel password protection community broadcasting donor slip tribute gifts office Facebook campaign Crowdfunding Campaign Donor Portal event management word processor donor recognition ticket sales donation history communications features mode code increasing giving amounts Resiliency Congratulations advanced tab small donations motivation memorial giving correspondence thank you letters major donors endowment campaign targeted mailings charity golf tournaments Codes happiness data analysis product news pledges mission driven ticketsales membership programs lapsed donor donor attrition on site training data conversion Reporting to IRS security gift entry how-to videos data entry operating systems budget raffle Volunteer module National Change of Address campaign management donor retention rate community supported gardens GoFundMe project grassroots campaign donor contact information flash sales motivation code fundraising role of nonprofits

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