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

yes_no_preferences_header

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