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

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