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

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