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.

Solicitor Codes & Reports: Not Just For Major Donors


When it comes to solicitors, most organizations think of them as something only major donors have, and if the organization works primarily in smaller dollar donations, then they might not use solicitors. However, solicitors are an excellent idea if you like to track your donors’ influencers. Our solicitor code and report will make it easy.

The Donor Solicitor Code can be found on both the Codes tab as well as the Name Details > Misc. tab and is traditionally thought of as a way to show which volunteer or board member is assigned to solicit, or encourage, donations from that particular donor. Because most organizations don’t have someone working with each and every donor, the donor solicitor code is often used only for major donors.


However, don’t limit your organization to only using solicitors on those high dollar donors. Donors who give regularly or even several times a year deserve your attention as well, and a little personal touch beyond simply sending appeal letters may help ensure future donations. You may wish to run a Donor Comparison Report (found in FundRaiser Select & Professional) to see which donors give reliably each quarter or even each month. Then, you can assign solicitors to those donors.

Why would you want to assign solicitors? When you assign solicitors, you can then see which board members, for example, are more effective at bringing in donations or even compare influencers to see if one person or method seems to resonate with your donors and prospects.

Our Solicitor Report, allows you to list your solicitors and the donors (and donations) assigned to them. You can check pledge fulfillment as well as see which donors don’t have a solicitor assigned even though one (or more) gifts do.

If you’d like to learn more about the donor solicitor code, please sign up for our Coding & Spare Fields class, and our Solicitor Report is covered in the Reports class. You'll find times and days when these live webinar training classes are held on our Training Calendar

Ideas for an Arts Advocacy organization looking to...
Meeting with donors for a Big Ask

Related Posts

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

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