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
1878 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
2140 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 taxes.an 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
3199 Hits
Wait a minute, while we are rendering the calendar
training thank you letters advanced tab word processor government grants foundations the Ask how-to videos increasing giving amounts giving history mission driven backing up data motivation recurring gifts overview In-Kind gifts data conversion raffle animal rescue phoning donors data entry charity golf tournaments social media disaster relief membership programs spare fields memorial giving volunteers custom page reports tribute gifts annual maintenance plan fundraising lapsed donor community broadcasting look and feel donor attrition rate general Codes small donations on site training donor retention rate Facebook LYBUNTS welcome packet ticketsales building donor relationships publicity materials targeted mailings communications online donations Reporting to IRS gift notes field Donor Portal Excel FundRaiser Spark data analysis understanding giving trends in honor of donations announcements motivation code merge fields giving levels office PayPal donor slip pledges updates case study accounting software Volunteer module follow up tax summary letters grants event management fundraising letters mode code donor attrition development director Company culture password protection importing csv ticket sales user interface banquet customer portal #GivingTuesday support segmenting donors Snow Birds gift entry donor contact information Groupings new leadership training tip membersip benefits endowment campaign GoFundMe project relationship tracking change of address updating Reminders upgrade monthly giving Resiliency corporate sponsors community arts nonprofits product news campaign management SYBUNTS membership benefits budget donor recognition appeal letters capital campaign Congratulations volunteering Task List annual campaign NCOA processing arts Crowdfunding Campaign tech tip happiness GivingTuesday brick campaign user spotlights spreadsheets community supported gardens Thank You solicitors security upgrading donors nonprofit fundraising Facebook campaign correspondence major gift prospects board members flash sales Tickles customer service grassroots campaign role of nonprofits operating systems operational costs features online donations alumni Alternative Addresses major donors add ons donor source End of Year Letters National Change of Address premiums ROI moves management donor donor loyalty donation history

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