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.

Sales Cycles and Spares

Sales Cycles and Spares

There may be times when you want to track the potential giving, either in a possibility or in a place in a sales cycles, for your donors or potential donors. Noting a donor record by the amount that they may be able to give is something that you want to do as well. Keeping notes is okay, and our note fields within FundRaiser are searchable and able to be included in groupings. However, there is an easier way that will create a more uniform way of keeping track of this information across your database.

Spare fields.

FundRaiser Spark contains 3 spare fields. FundRaiser Select provides for 5, and FundRaiser Professional has unlimited spare fields. Therefore, there’s plenty of room to track the information that you want for your donors.

How would you use a spare field to track donor potential?

The first step would be to create a spare field. You may wish to leave it a text input (for example typing in potential amounts) or a drop down for the place in the sales cycle. Next, you’ll want to make sure you use this field on all your donors or potential donors. You can include the field in groupings for reporting, exporting, or correspondence.

Spare fields make tracking the donor prospect and cycles easier for you and your organization. They allow you to record potential donor activity, and that’s better for your organization’s financial planning and the bottom line.

How Often Should We Be Asking?
Rating and Evaluating Foundations and Corporation ...

Related Posts

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

Connect With Us

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

Customer Portal Login Form

User Name:

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