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.

Favorite feature - the Custom Page

Calvin Bader of WJIE  loves the FundRaiser custom page. In the WJIE case study, he mentions how much simpler their online fundraising drives have been as a result. This article will help familiarize you with it’s intended design and purpose.

First of all, let me point out that, originally, the Custom Page was created in order to allow you to put all of the data fields YOU consider important to view at a single glance on a single page. This, as Calvin points out, prevents you from having to switch from tab to tab looking for the information you consider pertinent.  Calvin has taken it a step further, by using it as a single page into which WJIE volunteers can INPUT information, rather than simply viewing it, but this can have certain difficulties, as I will explain....

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New Blog - Old Dog

Okay, so it’s 2011 and I’ve been working with PC’s for nearly 30 years, yet I’ve never before “blogged”. In preparation for launching a Tech/Training Blog for FundRaiser Software, I’ve searched for definitions and examples of blogs, and have discovered that there is no single approach to blogging, nor is there a real standard against which to judge a blog’s merit. Bear with me, please, as this blog develops, and feel free to email me with your suggestions for topics of interest. You can reach me at This email address is being protected from spambots. You need JavaScript enabled to view it..

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1319 Hits

New Blog - Old Dog

Okay, so it’s 2011 and I’ve been working with PC’s for nearly 30 years, yet I’ve never before “blogged”. In preparation for launching a Tech/Training Blog for FundRaiser Software, I’ve searched for definitions and examples of blogs, and have discovered that there is no single approach to blogging, nor is there a real standard against which to judge a blog’s merit. Bear with me, please, as this blog develops, and feel free to email me with your suggestions for topics of interest. You can reach me at This email address is being protected from spambots. You need JavaScript enabled to view it..

Continue reading
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Is onsite training in FundRaiser the right option for you?

If you work best with an 'in person' trainer, need to get up to speed fast, and/or want to work directly with a trainer with your data and fundraising task, onsite training might be the way for you to go. It was for the Lisner-Louise-Dickson-Hurt Home.

 

Read more...

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Training videos all available through customer portal

You can now view all of the training videos at any time, if you are a FundRaiser user with current support. Just log into the Customer Portal and click on the Training Video tab. There you will see links to:

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Custom Labels Do-able

Just today I received an email wondering if it is possible to create custom labels in FundRaiser. The organization is member-based and they wanted to be able to make their own name tags with particular information from the database displayed.

Here was my response, and it may be helpful for you, too:

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Custom Labels Do-able

Just today I received an email wondering if it is possible to create custom labels in FundRaiser. The organization is member-based and they wanted to be able to make their own name tags with particular information from the database displayed.

Here was my response, and it may be helpful for you, too:

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3892 Hits

What's in a blog?

 

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.
In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.
As I become more familiar with this venue, video "snippits" will appear from time to time, to reinforce the written explanations.  Occasionally a link to another organization may appear (with their permission, of course) so that users who wish to do so can become more familiar with other non-profits using the software.  I would also hope that you folks will offer feedback on what you see here, to keep me informed about your primary concerns with using the software, etc.
My mini-bio:  Born in 1946, reared in Ohio, Navy Sonar Technician, married/divorced/remarried (about to celebrate our 22nd wedding anniversary), myriad occupations along the way, including (but no limited to, heh heh) in no particular order:  truck driver, insurance salesman, Harley mechanic (certified), corporate trust clerk, on-air radio personality, musician, computer tech, programmer, software salesman, trainer.
In every position I've held, there were certain tools of the trade, some quite physical in nature, others psychological, but each tool had its place.  I'm hoping to show you, over time, the nature of the tools in FundRaiser software, because, when it comes right down to it, FundRaiser is just a tool, and the key to success in using it is learning how it works.  And it helps to work within the design of the tool, rather than trying to "bend" the tool to the task at hand.  Hammering with a pipe wrench is not good for the pipe wrench at the least, and fixing the resulting mess can be more time-consuming and costly that having found a hammer in the first place!!
So I may be using a lot of tool metaphors, and phrasing things in non-fundraiser oriented terms, but that's because, when it comes down to it, I'm no fund raiser.  That's your job.  To help teach you how to use your tools, how to clean them, store them, and keep them from becoming lost, is my job.
Thanks.
Larry Weaver, Training Manager
FundRaiser Software
http://www.fundraisersoftware.com
800-880-2997 Training (direct)
Need Help with FundRaiser?? 800-543-4131 Tech Support

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.

In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.

Continue reading
4293 Hits

What's in a blog?

 

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.
In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.
As I become more familiar with this venue, video "snippits" will appear from time to time, to reinforce the written explanations.  Occasionally a link to another organization may appear (with their permission, of course) so that users who wish to do so can become more familiar with other non-profits using the software.  I would also hope that you folks will offer feedback on what you see here, to keep me informed about your primary concerns with using the software, etc.
My mini-bio:  Born in 1946, reared in Ohio, Navy Sonar Technician, married/divorced/remarried (about to celebrate our 22nd wedding anniversary), myriad occupations along the way, including (but no limited to, heh heh) in no particular order:  truck driver, insurance salesman, Harley mechanic (certified), corporate trust clerk, on-air radio personality, musician, computer tech, programmer, software salesman, trainer.
In every position I've held, there were certain tools of the trade, some quite physical in nature, others psychological, but each tool had its place.  I'm hoping to show you, over time, the nature of the tools in FundRaiser software, because, when it comes right down to it, FundRaiser is just a tool, and the key to success in using it is learning how it works.  And it helps to work within the design of the tool, rather than trying to "bend" the tool to the task at hand.  Hammering with a pipe wrench is not good for the pipe wrench at the least, and fixing the resulting mess can be more time-consuming and costly that having found a hammer in the first place!!
So I may be using a lot of tool metaphors, and phrasing things in non-fundraiser oriented terms, but that's because, when it comes down to it, I'm no fund raiser.  That's your job.  To help teach you how to use your tools, how to clean them, store them, and keep them from becoming lost, is my job.
Thanks.
Larry Weaver, Training Manager
FundRaiser Software
http://www.fundraisersoftware.com
800-880-2997 Training (direct)
Need Help with FundRaiser?? 800-543-4131 Tech Support

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.

In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.

Continue reading
5500 Hits
Wait a minute, while we are rendering the calendar
importing csv new leadership data analysis corporate sponsors LYBUNTS backing up data follow up donor prospects anonymous donors prospects mode code board members Excel spare fields merge fields upgrading donors new nonprofit training tip user spotlights volunteers charity golf tournaments password protection custom page email training support flash sales Groupings data entry raffle community arts nonprofits auction tech tip NCOA processing holiday donor slip mailing community broadcasting ticket sales recurring gifts understanding giving trends overview general Thanksgiving features social media campaign Facebook campaign arts repeat donors endowment campaign look and feel operational costs new features how-to videos Volunteer module merge notes major donors donor targeting membersip benefits brick campaign membership benefits accounting software Congratulations gift notes field fundraising letters publicity materials development director donor attrition monthly giving moves management reports giving history building donor relationships donor profile upgrade nonprofit fundraising motivation code planning transparency Crowdfunding Campaign motivation salutation happiness gift entry donation history Facebook targeted mailings Tickles in honor of donations add ons word processor small donations donor loyalty appeal campaign management Codes donor donor contact information Snow Birds data conversion National Change of Address how to handle auction gifts solicitors budget ticketsales correspondance GoFundMe project Constant Contact large donations technical support memorial giving Company culture lapsed donor donor attrition rate announcements premiums segmenting donors SYBUNTS new version legacy giving government grants change of address updating personalizing letters #GivingTuesday disaster relief user interface advanced tab increasing giving amounts communications In-Kind gifts capital campaign volunteering Donor Portal donor relations gift acceptance policy donor retention rate online donations alumni office Reminders Reporting to IRS entering auction gifts membership programs donor source FundRaiser Spark donor retention tax summary letters thank you letters direct mail on site training giving levels FundRaiser Basic Thank You PayPal animal rescue FundRaiser Hosted texting donors donor advised funds updates role of nonprofits adding personal notes to letters New Year annual maintenance plan donor engagement ROI Personalizing End of Year Letters foundations new donors correspondence Network for Good the Ask operating systems case study passwords Importing Data pledges planned giving donor recognition community supported gardens Task List Resiliency banquet letter templates mission driven welcome packet vacation product news GivingTuesday customer portal grassroots campaign fundraising online donations donor preferences security phoning donors event management holiday letters letter relationship tracking annual campaign customer service major gift prospects spreadsheets Cloud grants pictures appeal letters holiday giving Alternative Addresses tribute gifts

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