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

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