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.

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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3967 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
4394 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
5581 Hits

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:

Continue reading
1174 Hits

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:

Continue reading
4269 Hits
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spreadsheets Importing Data gift entry donor retention social media personalizing letters overview tribute gifts moves management segmenting donors grants Snow Birds the Ask volunteering new donors Tickles office letter how to handle auction gifts spare fields GoFundMe project increasing giving amounts reports correspondance new version large donations annual campaign fundraising user interface Reporting to IRS monthly giving holiday publicity materials community broadcasting new leadership in honor of donations major donors Thanksgiving motivation code follow up customer portal raffle updates membersip benefits texting donors pledges Codes donor relations donor source repeat donors data analysis National Change of Address donor advised funds how-to videos welcome packet alumni donor prospects pictures donor loyalty transparency understanding giving trends giving levels planning entering auction gifts training legacy giving communications announcements data conversion corporate sponsors look and feel password protection holiday letters donor profile operational costs arts #GivingTuesday LYBUNTS on site training donor attrition rate targeted mailings accounting software donation history general happiness giving history NCOA processing animal rescue data entry donor attrition merge notes add ons Thank You annual maintenance plan donor slip donor contact information Cloud Alternative Addresses training tip banquet gift acceptance policy tech tip relationship tracking Volunteer module Congratulations Personalizing Excel Company culture Task List appeal letters GivingTuesday backing up data passwords advanced tab major gift prospects change of address updating recurring gifts premiums volunteers Facebook campaign upgrade holiday giving FundRaiser Hosted mission driven New Year donor preferences mode code appeal salutation fundraising letters Constant Contact community arts nonprofits product news budget capital campaign Facebook donor targeting nonprofit fundraising motivation user spotlights event management donor retention rate board members Groupings Network for Good Donor Portal anonymous donors campaign management SYBUNTS endowment campaign thank you letters FundRaiser Spark customer service new nonprofit development director new features building donor relationships donor recognition Crowdfunding Campaign campaign planned giving operating systems features phoning donors word processor case study flash sales End of Year Letters prospects lapsed donor PayPal ticketsales tax summary letters FundRaiser Basic letter templates donor engagement small donations importing csv vacation correspondence online donations technical support role of nonprofits In-Kind gifts upgrading donors Reminders email solicitors auction support gift notes field ROI community supported gardens charity golf tournaments donor adding personal notes to letters merge fields Resiliency membership benefits government grants ticket sales security direct mail custom page online donations foundations membership programs disaster relief mailing grassroots campaign brick campaign memorial giving

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