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

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