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.

Short Take: Tracking Commemorative Donations, Part 2: Period & Misc. Codes

CommemorativeBricks2

In the first blog about commemorative donations, I talked about how to use notes to document elements of the gifts such as inscriptions or even the specific reason for the gift. If your organization uses FundRaiser Professional, you have two additional tools at your disposal: Period and Miscellaneous codes.

These additional codes can be found on the “Edit Other” tab of your gift entry, right next to the information where you would note any non-tax deductible portions of the gift. FundRaiser doesn’t provide any sample codes for these two items, because they’re designed to be customized to meet the organization’s individual needs.

Some examples I’ve seen of of how period and/or misc. codes are used:

  • Noting mailer codes or mailing cycles for organizations which use a lot of direct mail
  • Listing advertising sales amounts for inclusion on an invoice/thank you letter
  • Selecting which sponsorship package benefits a sponsor has chosen

The goal of the period and misc. codes is to ensure that your organization has ample ways to code a gift so that the information is meaningful to you and able to be utilized within a report. Both of these codes appear on our donation reports as well as in other places where gift details are listed.

For the example from the earlier blog about commemorative bricks being sold, the misc. code is an excellent place to code “Inscription Received” or “Inscription Needed”. The period code could be used instead of a note to indicate that the donation was for a brick, if the purpose or motivation code didn’t contain that information.

Period and misc. codes are two very flexible parts of FundRaiser Professional and when you’re working with special gifts, they’re an excellent way to ensure you’ve recorded all the information you need. If you have any questions about these codes, please feel free to reach out to our support team.

Have questions about using FundRaiser for special fundraising campaigns? Contact our support team and we can help. This email address is being protected from spambots. You need JavaScript enabled to view it.m or 800-543-4131.  

Word FM's Brick Campaign Builds a Pathway to Hope
Short Take: Tracking Commemorative Donations Part ...

Related Posts

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

Connect With Us

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

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

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