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

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