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

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