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.

Solicitor Codes & Reports: Not Just For Major Donors

SolicitorRepor_20180907-153858_1

When it comes to solicitors, most organizations think of them as something only major donors have, and if the organization works primarily in smaller dollar donations, then they might not use solicitors. However, solicitors are an excellent idea if you like to track your donors’ influencers. Our solicitor code and report will make it easy.

The Donor Solicitor Code can be found on both the Codes tab as well as the Name Details > Misc. tab and is traditionally thought of as a way to show which volunteer or board member is assigned to solicit, or encourage, donations from that particular donor. Because most organizations don’t have someone working with each and every donor, the donor solicitor code is often used only for major donors.

Continue reading
39 Hits

Short Take: Tracking Commemorative Donations, Part 2: Period & Misc. Codes

CommemorativeBricks2

In the first blog about commemorative donations, I talked about how to use notes to document elements of the gifts such as inscriptions or even the specific reason for the gift. If your organization uses FundRaiser Professional, you have two additional tools at your disposal: Period and Miscellaneous codes.

These additional codes can be found on the “Edit Other” tab of your gift entry, right next to the information where you would note any non-tax deductible portions of the gift. FundRaiser doesn’t provide any sample codes for these two items, because they’re designed to be customized to meet the organization’s individual needs.

Continue reading
163 Hits

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?

Continue reading
198 Hits

5 ways your donor management software can help create a thriving membership organization

Membership5

Key to a thriving membership organization, is giving each member the sense that they are your most important. How can you do that, when members have different reasons for joining and different preferences for how you communicate with them? Your donor database can be your closest ally. With it, you can tune in to what it is that motivates a person to be a member, and record special preferences. That will help you to give each member the sense that you have them specifically in mind when you communicate with them, even as your membership continues to grow.

1. Make each member feel like they are your most important member

In a donor database, each donor/member has a record where you can enter information that is specific to that member. These specifics can be as basic as name and contact information, however to truly personalize your communications you need to go well beyond that. By recording information on what is important to a particular member about your organization, you can tailor your messages to speak to those interests. If you know what brought a member to your organization to begin with, what events each person participates in, and what friends, business associates or relatives of a particular member also belong to your organization, you are well on your way to understanding how to best connect with a particular member. 

Continue reading
234 Hits

Case study: Making members feel like they are the only one in your database

MembershipCaseStudyIRLT

This case study from the files of FundRaiser demonstrates how effective a membership program can be to increase donor loyalty. Original published in 2008. 

Indian River Land Trust, where Melanie Jones works as the Membership and Events Coordinator, is a completely membership-based organization. Instead of donor drives, they have membership drives. For Jones, "the most important aspect of my job is knowing my members and making them feel like they are the only member in our database." FundRaiser Select helps her to accomplish that. "With FundRaiser, we can be as specific as we want with each donor entry. We can record the information that lets us know the interests of each member."

Continue reading
231 Hits

3 Tips for Identifying Capital Campaign Donors In FundRaiser

3 Tips for Identifying Capital Campaign Donors In FundRaiser

Tony Poderis suggests that, in a capital campaign, fully one third of your goal should be met by only 10 to 15 donors, and that the next third will be met by another 75 to 100 donors.  While you may have a good idea who those top donors are, it would be asking a bit much that you also, off the top of your head, know who those next hundred top donors might be.  So here are a few ideas that can help:

1.  Use the Donor List Report in Amount Order

The Donor List report can be set up to list donors in order of their giving amounts, with the largest donors always at the top of the list.  You can limit the range of gifts in many ways, to consider only monetary gifts, for instance, or to look at just a certain time period in the recent past.  And, when you are previewing the report, you can choose to print only the first few pages (or whatever number you need) to get the top 115 or so donor names, based on your selection criteria.

Continue reading
2088 Hits

Preventing Code Creep to Keep Reports Accurate

Preventing Code Creep to Keep Reports Accurate

When several different people are entering codes into FundRaiser, ‘code creep’ can occur. Code Creep is where several different codes are used to designate the same type of gift. This creates complications when you want to get the data out of FundRaiser for a report. Because codes are the main way that you get data out of FundRaiser, keeping codes consistent will ensure that your reports accurately reflect all the data you have entered into FundRaiser on a particular topic.   

To prevent code creep, make sure that everyone who is entering codes understands your conventions. Basic training on using FundRaiser and on your coding conventions is important. Also the program settings allow you to limit certain people’s use of the program to only the areas that are needed for the job they are doing. The Administrator can do this by going to Options > User Set Up to  

Continue reading
1550 Hits

5 Main Steps of Data Entry Work Flow in FundRaiser Software

5 Main Steps of Data Entry Work Flow in FundRaiser Software
Establishing a Work Flow for your FundRaiser Database

Writing down an established work flow for entering gifts and name data after a fundraising event is one of single best things you can do to increase your donor management effectiveness. What's more, it creates a good working atmosphere and makes routine work a pleasure, even relaxing after the hectic pace of a fundraising event. What you need in your database will be put there effectively, free of unnecessary mistakes, or need to backtrack. Making it a regularly scheduled task is one great way to increase your all-around effectiveness. The frequency of the task, whether daily or weekly, will depend on the volume of gifts, of course, but it should be a part of the office routine.

Write it down as a task outline, laying the steps out in logical order. The ease of working will be a reward to continue doing the task. It also helps when the person who normally does the data entry is out sick, or is promoted to another position, or is otherwise taken out of the data entry picture. The person who takes over will appreciate having those steps in logical order, with hints, tips, and tricks in their appropriate places along the way. Here's a suggested flow that will work for most nonprofits. Adapt it as needed to make it right for your nonprofit's needs.  

Continue reading
3691 Hits

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.

Continue reading
1734 Hits

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. 
2520 Hits

Short Take: Advanced Tab

Short Take: Advanced Tab
b2ap3_thumbnail_AdvancedTab.jpg

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
1751 Hits

Cultivating Your Donor Database Gives You Opportunities to Reach Out

Cultivating Your Donor Database Gives You Opportunities to Reach Out

Going back and cultivating your database will give you additional opportunities to reach out. Run periodic reports to find your lapsed donors, for example people who haven’t donated in the last 6 months. Use those reports for additional donor outreach.

Both the Donor and the Donation Report are good to use. For instance, you might want to usee

Continue reading
1814 Hits

Developing Development Director

Developing Development Director

Dear Kim:

I am the first development director for a full-service humane society that has been operating for 125 years, and I have been on the job less than a year. We have a $1. 5 million budget ($500,000 coming from a county contract). We have always operated in the black, but unfortunately, not much analysis and goal setting have ever been done. There is no strategic plan in place, and we are heading into a capital campaign to build a new shelter and have many needs on the horizon. To top it off, the Executive Director is also new, and we are both working fast and furiously to evaluate as much as we can and to get a plan in place. I have been working on an overall development plan and the article, “Creating a Budget for Fundraising” is very helpful. However, do you know if there are specific percentages or guidelines as to how much the development office should raise in relation to the overall budget? For instance, when I worked in fundraising at an independent school, I raised 6-7 percent of the total budget. That was fairly average at that time. Because there has been little tracking and overall analysis, I realize that we are going to need to look at each direct mail piece, each special event to create budgets and to determine overall purpose. Any help you can give is appreciated!

Continue reading
1534 Hits

Managing & Reporting Fund-Raising Campaign Progress, part 4: Finishing up your Campaign

Managing & Reporting  Fund-Raising Campaign Progress, part 4: Finishing up your Campaign
Campaign Assessment and Review

The campaign is finished. The thank-yous have been said and the money counted. However, before closing the book on a campaign for good, you should take one last look at it. The days immediately following a campaign are the time to analyze what went wrong and what went right, which fixes worked and which didn’t.

You should assess and review every fund-raising campaign, and you should make a record of what you find.

Continue reading
1665 Hits

Managing & Reporting Fund-Raising Campaign Progress, part 1: Organizing Teams & Reporting Meetings

Managing & Reporting  Fund-Raising Campaign Progress, part 1: Organizing Teams & Reporting Meetings

 

How do you keep a fund-raising campaign on track? By being well organized, constantly monitoring progress, and informing all campaign participants of that progress. The very reason for the pyramidal structure of a campaign committee is to simplify management. In the best of circumstances, the pyramid is constructed so that no person supervises more than five people. (To maintain this limit is why we sometimes add campaign and divisional co-chairs.)

The campaign pyramid

Continue reading
2036 Hits

A Pledge or a Promise?

A Pledge or a Promise?

 In Tony's blog post, Financial vs. Development, he discusses two different possibilities on pledges-- are they a firm commitment, or are they more a promise to make a contribution in the future. This might seem like semantics, but when it comes to financial tracking, you would want to handle them differently. Here's an article from previous FundRaiser lead trainer, Larry Weaver, that helps you decide how you might want to handle these two different situations. 

1.  Divide and Conquer:  Pledge or Promise?

First, it's good to know whether your pledges are better tracked through FundRaiser's Pledge Module (optional in Select, included in Professional) or not.  That will depend on the make-up of the pledge itself.   If a person (or organization) promises to give you a particular gift in the future, and will be giving it to you in one payment, then you don't need to use the Pledge Module, necessarily.  The determining factor, in this case, might be whether you need to track promised payments as "accounts receivable" for accounting purposes.  If so, you'll probably want to use the Pledge Module, as it makes it easier to do.  If not, then you may just need to use the Gift Type Code "Later - Promise to Pay", to record a pledged amount.  

Continue reading
3690 Hits
Wait a minute, while we are rendering the calendar
donor attrition spreadsheets fundraising community arts nonprofits advanced tab monthly giving updates PayPal ROI thank you letters word processor solicitors security case study major donors animal rescue annual maintenance plan backing up data customer service donor attrition rate pledges memorial giving customer portal password protection correspondence data conversion Crowdfunding Campaign GoFundMe project social media alumni in honor of donations increasing giving amounts Tickles flash sales upgrade mission driven National Change of Address targeted mailings donor loyalty LYBUNTS data analysis phoning donors training Donor Portal volunteers support spare fields Facebook campaign motivation code Codes membersip benefits office Reminders SYBUNTS follow up small donations NCOA processing Thank You appeal letters ticket sales Task List user spotlights fundraising letters welcome packet Groupings donor contact information publicity materials online donations announcements arts Alternative Addresses capital campaign membership benefits foundations Resiliency Reporting to IRS custom page on site training recurring gifts donor source lapsed donor volunteering the Ask giving levels reports Facebook motivation In-Kind gifts gift notes field data entry nonprofit fundraising look and feel budget development director donor slip Excel mode code importing csv FundRaiser Spark membership programs event management gift entry overview communications premiums Congratulations operational costs tech tip community broadcasting happiness training tip board members government grants raffle grants corporate sponsors moves management Company culture disaster relief donor retention rate annual campaign relationship tracking segmenting donors merge fields giving history how-to videos tax summary letters donor operating systems banquet add ons product news general donation history ticketsales Volunteer module new leadership grassroots campaign understanding giving trends change of address updating role of nonprofits brick campaign community supported gardens building donor relationships tribute gifts major gift prospects upgrading donors accounting software online donations #GivingTuesday features End of Year Letters charity golf tournaments donor recognition campaign management Snow Birds GivingTuesday endowment campaign

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

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