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

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