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.


How to pick your invitation list

In this week's Tony Poderis blog, the focus is inviiting donors to events that they might not "normally" be invited to attend.  Any time we are faced with selecting a portion of our donor database, we should be thinking "Groupings".  And any time we think "Groupings", we should take a few moments to consider what criteria will be used for the group of names we have in mind.  One simple, yet effective, method of consideration is to write a concise, but complete, sentence describing who it is that we are trying to target.

Any data can be used

Since we can use virtually any information that is stored in our records, we don't really need to focus on the data to make our "selection sentence".  It may be as simple as:  "I want all the people who have given in the past six months".  But be aware that a simple statement may not be complete.  What if a donor has died since they last gave?  What if a donor has no address, no phone, and no email on record?  What if they have been designated as someone who NEVER wants to receive any solicitations from you?  So maybe the original statement might become more like:  "I want all live donors who gave in the past six months, so long as we can contact them and they haven't opted out of such contact".  Not so concise, but more specific, and more likely to give you the results you want.

Groupings can always be modified

If you can't think of all the fine points of selection in the very beginning, don't worry about it.  Use the NOTES section of the Grouping to store your selection statement, and then modify the statement as you come up with those fine points.  As you modify the statement, go into the Grouping Criteria section, where your eyes will be led (via color-shading) to those choices you have made so far, and decide what changes, additions, etc., you need to make to match your new, revised, selection statement.  The name of the Grouping can stay the same, even though it might not totally reflect what you're trying to accomplish, but the NOTES are where the real heart of the matter should be spelled out.  If you want more information on Groupings, consider the training video in the Customer Portal section of the website, or sign up for a class using our Training Calendar.

Personal Form Letters: Oxymoron?!
Site Visits to Build Donor Loyalty

Related Posts

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

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:

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