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

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