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

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