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.

Making the Most of Donor Preferences


As part of donor management, being able to mark your donors as inactive or deceased, or even making note of mailing preferences (email vs. paper mail, for example), plays an important role. Not only can good preference management save your organization money by moving more of your donors to email, but it can also ensure that you’re contacting the donors when and how they wish to be reached. Within FundRaiser Software, our preferences tab places all of this information in one handy location, as you can see in the following screenshot:

The Preferences Tabbed Page is broken down into four sections. The first involves mailings and gifts, with an option for excluding from general mailings (newsletters and appeal letters), sending end of year letters if that’s not done automatically by your organization, as well as not sending thank you letters (for frequent donors), and the ability to completely block the addition of gifts to a record (for deceased donors).

The second section contains the User-Defined Exclusions and Inclusions. These are decided upon by your organization and are groups that you may wish to include, or exclude, from mailings or actions. FundRaiser Spark provides one each, while FundRaiser Select provides for three different options, and FundRaiser Professional allots five spaces to each one.

The third section repeats the check boxes for anonymous, inactive, or deceased. These are also found under the Name Details tabs, but can also be managed here.

Finally, the last section covers automated correspondence (thank you letters) or mass mailings (appeal or end of year letters) and allows you to choose the format the donor receives. The options are for strictly email, only paper letters, or both.

Our Preferences Tabbed Page gives you the ability to manage your donors' preferences for a variety of actions you will be taking with their account. In this way, your organization can communicate with your donors and prospects where and when they’d like to receive notifications while being mindful of the cost and impact of your mailings sent through the postal service.

If you'd like more help on managing your donors' preferences, we welcome you to contact FundRaiser Technical Support at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131

Exciting Developments on the Horizon for a FundRai...
3 Ways To Target Your Giving Tuesday Donors

Related Posts

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

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