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

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password