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.

The Who, What, and When of Tax Summary Letters

The Who, What, and When of Tax Summary Letters

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 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
2736 Hits
Wait a minute, while we are rendering the calendar
understanding giving trends add ons budget thank you letters accounting software tax summary letters event management Donor Portal backing up data advanced tab #GivingTuesday pledges donor attrition rate increasing giving amounts Facebook product news donor retention rate lapsed donor on site training Thank You online donations volunteering National Change of Address look and feel NCOA processing Facebook campaign tribute gifts operational costs memorial giving features FundRaiser Spark data analysis general new leadership office reports upgrading donors segmenting donors Crowdfunding Campaign board members recurring gifts grants Codes GivingTuesday giving levels change of address updating campaign management merge fields online donations solicitors training tip motivation code banquet ticket sales spare fields donor announcements Reminders GoFundMe project follow up donor recognition arts Snow Birds Volunteer module in honor of donations publicity materials overview support major donors donor loyalty nonprofit fundraising Congratulations how-to videos gift entry animal rescue membersip benefits ticketsales community arts nonprofits customer portal PayPal premiums appeal letters the Ask raffle ROI alumni monthly giving corporate sponsors charity golf tournaments flash sales Groupings relationship tracking data conversion communications tech tip importing csv annual maintenance plan capital campaign membership programs Resiliency word processor LYBUNTS welcome packet development director donation history Company culture upgrade training password protection government grants updates In-Kind gifts role of nonprofits security social media operating systems disaster relief correspondence mission driven case study fundraising Excel major gift prospects foundations donor slip fundraising letters Tickles building donor relationships customer service mode code donor contact information Reporting to IRS volunteers spreadsheets community broadcasting community supported gardens phoning donors End of Year Letters happiness motivation annual campaign targeted mailings moves management custom page donor source grassroots campaign small donations user spotlights Task List data entry endowment campaign donor attrition Alternative Addresses membership 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