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

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