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

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