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New Year, New Codes

New Year, New Codes

For organizations with annual events or campaigns, there are many ways to track the donations that come in each year. From fund and motivation codes to more general category codes, there are a multitude of ways to make sure you know exactly how and why your donors gave to your organization.

Keeping your coding system understandable plays a big role in the effective use of your donor management software. Therefore, when it comes to your annual events, think about using one main code and append then year to it. For example, a gala would be GALA14, GALA15, and so on. This way you would know that all codes that start with “GALA” would be for your annual event. (Or whatever prefix you choose to use for your event.)

Since this is the start of the year, it’s a great time to think about the codes you will be using this year. If you have certain events planned, feel free to enter those codes through the code maintenance window. You may find yourself with duplicate or extra codes. Don’t worry. Our support staff would be happy to help you update your codes at any time of the year.

A new year is always a great time to begin something, and keeping your codes updated and maintained is no exception. Think about making sure your event’s codes are in FundRaiser. That way, when it comes time to input your new donors and gifts, you don’t need to think about the codes. They’ll already be there.

Read more about how FundRaiser Software can help you with your fundraising:

FundRaiser's core features

 

Segmenting Lists
Prepare for sending end-of-year letters to donors ...

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