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.

Are your gift codes aligned with your Gift Acceptance Policy?

53_GAPandcodes

When an organization creates a Gift Acceptance Policy (GAP) it outlines the types of gifts that it will, and won’t, accept. This policy is often written down and stored in a company handbook or provided internally for volunteers and employees to use. And yet, when a gift gets entered into FundRaiser, are you able to follow up on it through reporting to see how certain gifts are contributing to your organization’s bottom line?

The best way to do this is through the use of gift codes. The MOTIVATION and PURPOSE codes will document what inspired your donors to give and what the gift will be used for. Those who have FundRaiser Professional may find using the PERIOD or MISC codes will help them track other aspects of the GAP.

To modify your codes and perhaps bring them into line with your GAP, go to VIEW > CODES to bring up the Codes Maintenance Window. From here, you can mark codes as inactive, merge them, edit them, and even add new ones. The Code Listing Report on the Reports menu will allow you to print out your codes to better see and manage them. Having your codes in line with your GAP will allow you to efficiently run reports to determine the types of gifts you’re receiving.

When you’re ready to run reports, the advanced tab will allow you to filter reports by code, both individually and in combination using formulas. This will help your organization to see how each part of your GAP is performing.

For most organizations, the gifts you’ll receive will come in some monetary form. In-kind donations are usually very specific and related to a certain event or purpose. If your organization has a legacy giving program, those donations are also very specific and coded accordingly. So for the most part, your GAP will likely be fairly straight forward. However, if you do have a unique gift offered to your organization and you’re uncertain how it fits into your GAP, a look at your coding may provide some insights.

To learn more about how FundRaiser codes can help you track your gifts, register for a tour or if you are already a FundRaiser user, contact FundRaiser Technical Support at Support@FundRaiserSoftware.com or 800-543-4131.

Preparing your fundraising database for what's com...
Small, Local Groups Struggling to Keep Donors

Related Posts

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

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