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

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