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

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