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

SolicitorRepor_20180907-153858_1

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

Connect With Us

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

Customer Portal Login Form

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