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.

3 Ways of Tracking the Elusive Donor/Prospect

Trackin_20180907-215107_1

In a recent blog by Tony Poderis, it is suggested that a myriad of things *should* be tracked in order to cultivate donors and prospects more easily and fully.  It's further suggested that, in order to be truly successful, an organization will build strong relationships with their top 20% of donors, getting them fully involved in the organization's mission. All of this tracking and relationship-building requires a lot of detailed information about people, and storing it in a manner that can be readily accessed may appear daunting.  Let me "undaunt" that appearance with FundRaiser.

Category Codes are the most flexible way to record non-giving aspects of peoples' lives, as I've said numerous times in my blogs over the years, yet some users are still reluctant to utilize them as fully as possible.  Maybe they feel the list of codes gets a bit unwieldy, too long, to specific, etc.  Or perhaps they don't see the immediate need of tracking so many aspects of a person's life.  Hopefully, Tony's blog will give you a better grasp of why this is so necessary.  And I've got a few suggestions that will make it easier to use a multiplicity of Category Codes.  

  1. Restrict creation of codes to just one or two people in your organization.  It will be good for them to discuss what needs to be tracked with others, of course, but it should fall to those one or two people to create the codes.  
  2. When new codes are created, make sure everyone responsible for entering data about donor interactions are aware of the codes. This can be done easily by printing out the Category Codes using the Code Listing Report found in the Print menu.  You can restrict that to *active* Category Codes, too. This report is a good place to make notations on any particular code explaining how, and when, and why it is to be used.
  3. Those who create the codes need to occasionally go over the list to see if they have any duplication of codes; two codes that mean the same thing, in other words. When that occurs, simply Merge the code you DON'T want to keep into the code the you DO want to keep. This is done in the Codes Maintenance window (Windows | Codes), and only takes a minute.

IMPORTANT:  There is NO practical limit to the number of different codes you can create.  You will not live long enough to exhaust the number of possibilities in FundRaiser, so be free with your use of codes.  The actual limit is somewhere around 2.5 billion (2,500,000,000) category codes, and, according to Dr. Jarvis, of heart-specialist fame, the average heart doesn't beat that many times in a lifetime, so code, code, code, and code again.

If you have questions about codes in FundRaiser,  sign up for our next Coding & Spare Fields class. You can see when classes are scheduled by checking the calendar on the Training page of our website

Are you ready for Giving Tuesday? Let us help with...
7 key components for donor cultivation you should ...

Related Posts

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

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