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.

Transitioning from FundRaiser Basic to Spark: Donor Codes


FundRaiser Basic offers three codes for donor records: a category code, a source code, and newsletter preferences. These three codes provide an excellent foundation for transitioning into FundRaiser Spark or even Select or Professional. Let’s look at each of the codes.

Within FundRaiser Basic the category code commonly is used to segment donors based on their relationship to the organization. While FundRaiser Basic allows for one category code, in Spark (as well as our other products) donors can have unlimited category codes. This means increased information for direct targeting of your donors.

It helps to think of a source code as the “how did you hear about us?” question that is sometimes asked by companies. When fundraising, it’s beneficial in determining which outreach effort generated a donor or a prospect and can be used to gauge the effectiveness of outreach efforts. Within Spark, you can actually use the source code for your donors to run reports based on how they came to your organization. Basic does not have this capability.

The newsletter preferences allows you to choose whether a selected individual would like to receive emailed newsletters or correspondence, printed and mailed newsletters and correspondence, or no newsletter. In FundRaiser Spark, these options are expanded to include both mass mailings, such as appeals letters as well as thank you letters. There are also options for “excluding from general mailings” and ensuring year end letters are sent.

While the process to move from Fundraiser Basic to Spark may seem daunting with the additional codes and options, our support and training staff are right beside you to help you through the transition. From importing your Basic data to helping you with the new workflows for sending thank you letters and reports, we’ll help, and you’ll soon be taking advantage of all the new features.

To learn more about how FundRaiser Spark can help you expand your donor base register for a tour or if you are already a FundRaiser user, contact FundRaiser Technical Support at or 800-543-4131.

The Pros and Cons of Engaging Volunteers in Fundra...
My Experience: Moving from FundRaiser Basic to Spa...

Related Posts

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

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