FundRaiser Software and Capital Campaigns

by Larry Weaver

FundRaiser Software is all about making it easier to raise money for your organization by having as much current information about your donors and prospects as possible.

Fundraising is all about communicating your organization’s mission and its need to those who are most likely to give in the most effective way(s) possible. Those who are most likely to give are those who have given to you in the past, and those who have an interest in what your organization does, and, probably most important, those people you actually ask.

The information you need to make your capital campaign run smoothly is no different than the kind of information you need for annual fundraising, it is just that the stakes are higher. There will be more pressure for you to be organized and to have the correct information quickly to hand when you need it.

Some of the basic donor/prospect information you need to have in order is:

• if they have given
• when they last gave
• how much they have given
• why they have given,
• and, of course, normal contact information like mailing addresses, email addresses, and phone numbers.

All of this data should be as up to date as possible before you begin your campaign.

In FundRaiser Select and Professional, you have a variety of ways to indicate what a donor is about and how they came to your organization in the first place, including Donor and Gift codes. The Gift codes are : Motivation ("why" did they give), Fund (where did we put the money), and Purpose (how is the money to be used), as well as Solicitor (who was responsible for getting this gift). All of these can be used effectively when planning and executing a fundraising campaign. The Donor Codes include Donor Type, Donor Source, and Donor Solicitor, all of which are single codes per name record, as well as Category Codes, with which you can categorize your donors in various and sundry ways.

Solicitors normally work with "Major" donors (and each organization has their own definition of what constitutes a major donor) to encourage them to give and to build a relationship between the donor and the organization. In FundRaiser Select/Professional you can assign solicitors to donors and keep track of how those solicitors are doing through a special Solicitor Summary report. If you have and use the Pledge module, you can also assign solicitors to pledges that they have encouraged others to make. This lets you see the "big picture" of what your solicitors have been doing.

You may communicate your mission and your needs in many ways, of course, and most consultants would agree that you are more likely to get results from a face-to-face request for money than any other method, but that is not always practical. Use FundRaiser’s built-in Word Processing to send your message through the print menu, and use Queries or Groupings to make sure that you have the right people getting the right kind of appeal letter.

Larry Weaver leads online training for FundRaiser Select and Pro. In his free time Larry enjoys music, motorcycles and being a grandfather.

Resources

Capital Campaign for Small Organizations facilitated by Kim Klein

Legal Services of the Hudson Valley

 

FundRaiser Software offers non-profit organizations intuitive donor management software that is easy to learn and easy to use. Three programs, ranging from simple to sophisticated, let you choose the features you need now, while guaranteeing a built-in growth path for the future. Software flexibility, budget options, and superb technical support make FundRaiser Software uniquely adaptable to the needs of non-profit organizations - whatever their mission.