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


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

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