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.

Using Merge Fields for a Special Touch in Letters

ThankYouMary2

What happens when saying thank you isn’t enough? Your donors love to receive acknowledgement of your gifts, and these letters often include the phrase (or something similar) “thank you for your generous donation”. And yet, there are times, especially in the case of major donors, when you want to say more. How do you handle it?

On every gift within FundRaiser, there’s a “Letter Notes for Merging” field. This field is designed for you to type additional notes which can be inserted into a letter, such as the thank you letter. In this way, you can type a personalized note that will appear on the letter and customize it for each gift.

You’ll find the “Letter Notes for Merging” field on the notes tab of the gift. This field differs from the “in house” notes, which will remain within the program and cannot be merged into a letter. The field provides unlimited space for you to type a personalized note, and while this isn’t designed to replace the thank you letter, it can certainly provide a way to share appreciation. I wrote about this field when I recently talked about auction gifts.

However, there may be times when you want to put an additional post script or personalized note in your appeal, end of year, or other correspondence. For example, if someone had been a volunteer at an event last year and you wanted to invite them back or even provide a welcome message when sending out a first appeal or welcome kit if someone signs up at an event, this field would provide a place to do so.

In the image below, the actual merge field with the text provided is shown, along with the finished letter and the merge field inserted into the template. When you place the template in the letter, you're given the option of inserting a P.S. or Note: before the message, or you can leave that part blank and just treat it like regular text.

The power of the handwritten message cannot be understated; however, in our busy world it’s also not always possible to handwrite a note on someone’s letter. In this case, the merge field can provide a welcome way to personalize letters.

I encourage you to think about ways in which you can add personal notes to your letters. This will allow your donors to be seen and recognized, which in turn, will deepen their connection with your organization.

If you'd like more help on editing or creating thank you letters, we welcome you to contact FundRaiser Technical Support at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131 or register for our Word Processing and Mail Merge class.

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

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