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.

Art-Based Non-Profits Bring Hope to Disaster Recovery Work

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As the recovery continues from the Spring 2017 floods in southern Missouri, non-profits are involved in helping on every level. One key way in my home town of Doniphan, Missouri, has been through the work of two art-focused non-profits-- Radical Joy for Hard Times and the Riverside Art Guild. They have both stepped forward to focus attention on hope. Their projects have taken almost no resources at a time when resources are even more scarce than usual.

It all happened in an almost coincidental way. A project to paint a mural in honor of Earth Day was already scheduled when the rain started to fall at the end of April last year. Due to the weather, the Earth Day mural painting was postponed. The rain continued into May and by the time it stopped, the Southern Ozarks were looking at a daunting and long-term flood recovery

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Short take: non-traditional uses for the alternate address field

AltAddresses

FundRaiser Software has the capability to not just hold unlimited alternate addresses, but also code them based on the type of address. Depending on the choices selected (date range or specific code) FundRaiser will then send to the alternate address instead of the main address on the record. Alternate addresses also have a few additional uses:

  1. Store old addresses
    When a donor updates an address, keep the old one on file so you don't lose it. Copy the current address to the alternate address space. It will be marked inactive, so you can keep the address on file just in case it's needed.
  2. Send mail to a power of attorney or another location permanently
    There may be times that you need to send correspondence to someone else, such as a power of attorney or even a family foundation's address. Using the alternate address field you can keep the donor's original address on file, while sending correspondence to another location.
  3. Keep an alternate address "just in case"
    For donors without a certain time for their vacation or summer home, or who may want some correspondence sent to a business address, but not all of it, then using the alternate address field is the perfect way to keep track of this information. Keeping the addresses coded correctly will ensure mail goes to the appropriate places.

If you have any questions about working with FundRaiser to manage your addresses: 

  • Sign up for the live FundRaiser Overview webinar. You can see the complete webinar schedule on the training calendar for the current month.  
  • Contact support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it.
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Learning from experience makes you richer, wiser, & more hopeful

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In this space between the end of the Christmas holidays and the New Year, there's an opportunity to contemplate what has been and what we hope will be. It's a rare person who feels that everything has come to pass that you hoped for... (and if you are one of those people and this is one of those years, Congratulations!)

More often what we experience in the flow of life is a rich mix of events that can be difficult to categorize; whatever they have been, they have given us the opportunity to learn. Looking for what we've learned not only helps build on success, but also can take some of the pain out of events that have not gone as hoped. It lets us turn judgments of 'good vs. bad' or 'success vs. failure' into a much richer experience, an experience that contributes to the total forward momentum and appreciation of life.

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What to do when you don't have addresses

EmailContact

Hi, Kim:

We urgently need to put out our first fundraising letter ever but only have email addresses for people (and in some cases, phone numbers). Should we send a nice looking letter by email, then follow up by phone, or should we just call to get the snail mail address, send the letter, then call again to try to schedule a face-to-face meeting?

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5 Ways to Manage Address Changes for a Donors on the Move with your FundRaiser Database

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What percentage of your donors can you afford to lose?

According to the US Census Bureau, over 11.2% of the population will move during the year, and while this figure is at an all time low, it still represents a significant number of changes that will, most likely, occur in your donor database as well.  If you rely on your donors to inform you of their address changes, you will no doubt lose contact with many of them. There are a few ways to take positive action on your own to keep in touch and retain donors who move without notice, however. These include:  3 features available in FundRaiser Spark, Select, and Professional; 1 additional feature available in Select and Professional; and 1 other feature exclusive to Professional.

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Lessons Learned from Crowdfunding to Save a Horse

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Facebook has been a remarkable tool for those involved in saving horses from the kill buyers. For those lots that want to see a horse in a good home rather than shipped to Canada or Mexico for slaughter, there are pages and Facebook Groups devoted to getting these horses visibility, donations, and even a good home. Which brings me to Thanksgiving weekend, when a very pregnant mare, skinny and in dire need of a good home, came across my Facebook newsfeed. I knew I had enough money to pay the deposit required to ensure she wouldn’t suddenly be shipped off...but for the rest of the money, and the cost to ship her from Kansas to Missouri? I wasn’t sure how to raise it. I decided to try crowdfunding.

I hear about crowdfunding successes all the time, but could I do it? Could I raise the money necessary to save this horse and bring her to my place? Her story reminded me so much of my own mare (now 19), whom I rescued as a 3 month old colt, a “surprise” for the mare had been through so many auctions that no one knew or disclosed that she was pregnant. I had to try.

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Short take: Importing Your #GivingTuesday Gifts

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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: Parkesburg Point Surges to Success with #GivingTuesday Crowdfunding Campaign

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Parkesburg Point is going for it this year for #GivingTuesday. Although it isn’t even Tuesday yet, they have already succeeded at reaching their goal. Now they are moving with confidence into their total year-end fundraising. “We were involved with GivingTuesday last year, but didn’t have an effective strategy in place,” says Debbie Shupp, development director for The POINT. “We really wanted a strategic approach this year and Sarah has successfully done that. Sarah created a full strategy and social media campaign.” Parkesburg Point offers extensive services to youth in the area with the help of volunteers, many drawn from local churches. They are FundRaiser Select users. 

Sarah Daniels, the new grants and communications manager who joined The POINT in May, says that the most important aspects of this success were:

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Short Take: PayPal for #GivingTuesday

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On this Giving Tuesday you may receive donations through PayPal, an online payment service, and wonder how you can code them in your FundRaiser Software. When entering gifts, either through importing a spreadsheet or entering them manually, the mode code is used to designate in what form the gift was received. Adding a code for PayPal will allow you to note that those gifts came in through that service.

To create a new mode code go to View > Codes to open the Codes Maintenance Window. Click on Add. Type in the code and a description. In this case, both of them can be "PayPal". Click on Save. This will add a new mode code for PayPal gifts.

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Welcoming New Donors

WelcomeNewDonors
Dear Kim, We're a small group with limited staff and resources, but we know that properly welcoming new donors to our organization and thanking them for their gift will greatly increase the chances of them giving again. What do you recommend including in donor welcome packets that is not too labor or resource intensive? ~Small but mighty Dear Might...
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Determing Donor Levels

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Dear Kim: What is the best method for determining where to split the levels of donor giving as far as recognition is concerned? This is for the purpose of recognition in a quarterly newsletter. Thank you for your common sense approach to fundraising. –Death by Detail Dear Detail: Generally, the split is at these intervals: Less than $100 $100-$499 ...
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Short Take: Giving Levels

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As we come into the fall and winter giving seasons, it’s important to take a few moments to talk about giving levels. A giving level is a benchmark of giving that you’d like to have your donors reach, whether that’s through a one-time contribution or ongoing monthly contributions. For example, our local NPR station has the “Leadership Circle”, which means the person donated at least $1000 during the year. NPR makes this more manageable by encouraging people to make a recurring donations of between $80-100/month. 

Giving levels don’t have to be something you share with your donor. While many organizations use them as suggested donation amounts or levels, others simply generate internal reports with them. When you use giving levels within FundRaiser software, you can track these levels regardless of whether they’re advertised to your donors as suggested donation amounts, or levels you use for internal reporting, but never share with the donors.

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Establishing Giving Levels and Perks Can Increase Membership Donations

Establishing Giving Levels and Perks Can Increase Membership Donations

 

What's in a Name?

You can be creative in determining the names you'll assign to each membership giving category, but donors will be drawn immediately to "tags" specific to your organization and related to your mission. You can also employ familiar categories such as, Friends, Benefactors, Pacesetters, etc., or designations such as "Individual," "Family," "Associate," or "Sustaining.

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Creative Giving Level Labels

Creative Giving Level Labels

Dear Kim:

I have recently been appointed a development director and I am looking forward to developing this new skill (which I don’t have right now). One of the first things I must do is establish “levels” of donations. We are a pediatric facility that is part of a large organization. Is it appropriate to designate levels of giving that are related to kid themes, or do you suggest sticking with tried-and-true levels such as platinum, silver, gold, President’s Circle, etc?

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Case Study: Local CASA 'Eclipse Child Abuse' Campaign Succeeds

Case Study: Local CASA 'Eclipse Child Abuse' Campaign Succeeds
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  Although the total Eclipse in August is a thing of the past, funds and volunteers that the 37th Judicial CASA group raised are even now fueling forward  progress. The group exceeded their campaign goal by $5,000 raising a total of $25,000. Perhaps equally important is that a large amount of the money was raised from  new major donors who have a higher likelihood of becoming repeat donors. 

The "Eclipse Child Abuse campaign" had two parts:

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Check Out Your Organization’s Fund-Raising Readiness and Learn the Secret Of Fund-Raising Success

Check Out Your Organization’s  Fund-Raising Readiness and Learn  the Secret Of Fund-Raising Success
 

For many people, fund-raising is the stuff of myth and magic—a series of tasks rivaling the labors of Hercules and demanding the powers of a Merlin. Myth and magic, because they offer the balm of simple acceptance in place of the pain of comprehension, can be very comforting, and in no instance is this more true, than when the myth of fund-raising magic is used to excuse fund-raising failure.

“If,” goes the justification, “running a successful fund-raising campaign is an endeavor comparable to dredging the river Styx, and soliciting large gifts equivalent to pulling Excalibur from the stone, what mere mortal can be expected to succeed?” Given that attitude, let me add a corollary: “Why bother to develop a goal or start a campaign?” The answer to those questions is, because we have to, and because the myth of fund-raising doom can’t measure up to the basic truth that fund-raising success is simply hard work on the part of people who are thoroughly prepared.

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Short Take: User Access Control

Short Take: User Access Control

 

It’s very likely you may have more than one person within your organization who can view or work in FundRaiser. During certain times of the year, volunteers may be entering in data and gifts or pledges. One of the useful features of FundRaiser Software is the ability to be able to control the information that someone can see, or even if they can edit or delete items from your database.

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Finding the Time for Grassroots Fundraising

Finding the Time for Grassroots Fundraising

Dear Kim,

I have tried to follow the advice in the Grassroots Fundraising Journal and from you, Andy Robinson, Stephanie Roth, and other grassroots fundraising experts. What you all say makes sense. Having said that, I hope you don’t find my question rude: where do you find the time to really implement all this advice? I am a relatively efficient person and I already work my 40 hours and then some every week. Being in touch with more donors, doing research on prospects, keeping our social media presence vibrant? Something is always not getting done. Any tips?

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Short Take: Customer Portal for FundRaiser Users

Short Take: Customer Portal for FundRaiser Users

In addition to our technical support and training departments, FundRaiser Software also provides an extensive library of how-to documents and training videos through the Customer Portal. The Customer Portal is available to customers with a current Annual Maintenance Plan. To log in visit http://www.fundraisersoftware.com and click on the “Customer Login” link in the upper right-hand corner.  If you don’t have your login information (It will be unique to the customer portal), call or email our support team and we would be happy to reset the password for you.

Once you’re logged in, the Contact Info tab allows you to update and change your organization’s contact information. There are bulletins and news available. And the Training Videos tab takes you to the library of training videos. On the Support Tools tab, there is a link to view support document and downloads, including several “how to” documents. 

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Converting In Kind Donors to Financial Supporters

Converting In Kind Donors to Financial Supporters

Dear Kim:

We are a 50-year-old social service agency mostly supported by government grants.  We do have about 600 donors who help us every year and we do a reasonable job keeping in touch with them.  We also have about 300 people who give us in-kind gifts and I have tried all kinds of solicitations to encourage them to give money as well as stuff, but I have had a really poor response. Someone said that you said in-kind donors often don’t become money donors. Is that true?  Should I stop trying to convert them? 

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

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