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: Reusing Last Year's Tax Summary Letter

Short Take: Reusing Last Year's Tax Summary Letter

If you are going to use last year's letter, it is good to review the letter in FundRaiser’s Word Processor, if the letter was used in FundRaiser previously. One of the common problems we see in Tech Support regarding Tax Summary letters is when people would like to use the letter from last year, and it isn't showing the right gift amounts. That’s easily solved. 

With the letter open in FundRaiser, click on the Gift List or Gift Total Function code and make sure that the date range is in the right year. You can also remove the merge function for the total giving or gift list and reenter it, and that will allow you the opportunity to reenter the date range. 

Continue reading
1481 Hits

Producing End of Year Tax Summary Letters in FundRaiser

Producing End of Year Tax Summary Letters in FundRaiser

It's time to produce Tax Summary letters (also called End of Year letters) again. They are usually sent in January after the last donation for the year is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One

First, start by deciding how you want to list the donations in your letter. Two merge functions found in the FundRaiser word processor are used specifically for this type of letter.

Continue reading
1687 Hits

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

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