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.

Producing Tax Summary Letters

It's time to produce Tax Summary letters (also called End of Year letters) again. They are usually sent in January after the last donation for the year is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One... Read More

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

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