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

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