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: Importing Your #GivingTuesday Gifts

ScreenShotImportCSV

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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Case Study: Society of St. Andrew wins big by keeping things simple on #GivingTuesday

Case Study: Society of St. Andrew wins big by keeping things simple on #GivingTuesday

Society of St. Andrew (SoSA) started their #GivingTuesday efforts 2 years ago, and those efforts have paid off big. The first year they brought in $65,000. Last year, their second year, they brought in $87,000. “This year we are hoping for $100,000,” says Steven Waldman, Executive Director of the Society of St. Andrew. Many of the donations they receive from #GivingTuesday come in from their website. The online giving will be handled by the FundRaiser Donor Portal this year.

Steven believes that SoSA’s success with their #GivingTuesday campaign is due primarily to “keeping things simple. We make a clear connection to the GivingTuesday message and we make it easy for donors to give to us.” 

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Save Time and Minimize Errors using Recurring Gifts in FundRaiser Software


The Sacred Heart Radio case study includes a reference to a feature in FundRaiser, called Recurring Gifts, and I want to point out to everyone that you don't need the Donor Portal version of the program to take advantage of it.  It is particularly helpful for those with Donor Portal, since it not only allows a donor to set up their own regularly-scheduled donations, including bringing them into FundRaiser, but also allows for special "thank you" letters dependent on whether a payment is accepted, rejected, a card is expired, or about to expire.  But even if you don't have the Donor Portal, recurring gifts can save you a lot of time, if you have one of the following situations:

Donors on a payroll deductionDonors who supply credit card or bank info for regular withdrawals

If, for instance, you have 50 people who give on a monthly basis, regular as clockwork, the same amount each time, you can save a lot of time by entering the donation only once per person (as a Recurring Gift setup) and then have FUndRaiser produce the actual gift entry each time it comes due.  You can offer each of the donors a preference on what day of the month they'd like their gifts processed.  Once a Recurring Gift is established, it's just a matter of running the utility to process Recurring Gifts to have FUndRaiser build the gift records.

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Case study: Ease of use for staff and donors of online donations helps Sacred Heart's fundraising thrive

logo for Sacred Heart Radio

Sacred Heart Radio is fortunate in their problem—they need to process lots of online donations. For this reason, Beverly Hill, office and database manager for Sacred Heart Radio, was eager to implement the automatic entry of online donations that is offered through the FundRaiser Donor Portal. Sacred Heart Radio is a national Catholic radio station. They are users of FundRaiser Professional with the Donor Portal for online donations.

Successfully promoting online donations

“We promote online donations strongly and it is working for us. As a radio station, we have access to the airwaves. We use public service announcements that say ‘visit us online and click donate’,” explains Beverly.

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