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

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