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

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