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

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