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


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.

Continue reading
1509 Hits
Wait a minute, while we are rendering the calendar
support development director endowment campaign flash sales moves management giving history membership benefits Importing Data new nonprofit Excel arts personalizing letters phoning donors thank you letters letter Volunteer module holiday online donations donor advised funds data entry FundRaiser Hosted NCOA processing adding personal notes to letters campaign management planning new donors GivingTuesday donor attrition donor attrition rate annual campaign user spotlights reports the Ask add ons data conversion holiday giving In-Kind gifts word processor spare fields board members community arts nonprofits community supported gardens FundRaiser Spark giving levels spreadsheets LYBUNTS technical support animal rescue premiums welcome packet backing up data holiday letters Snow Birds capital campaign event management donor retention rate disaster relief gift acceptance policy foundations donor source product news appeal letters recurring gifts fundraising donor contact information relationship tracking #GivingTuesday community broadcasting advanced tab ticket sales donation history Reporting to IRS password protection Cloud how to handle auction gifts New Year data analysis appeal Resiliency Reminders email happiness online donations gift notes field updates custom page donor retention Company culture Codes SYBUNTS annual maintenance plan donor targeting change of address updating Congratulations operating systems Groupings understanding giving trends salutation memorial giving case study accounting software customer service Thanksgiving PayPal training ROI features donor recognition nonprofit fundraising letter templates social media brick campaign Task List customer portal tribute gifts upgrade donor profile communications merge fields gift entry auction increasing giving amounts Crowdfunding Campaign National Change of Address mission driven donor relations pictures charity golf tournaments small donations texting donors correspondance upgrading donors entering auction gifts motivation new version raffle security tax summary letters donor donor engagement donor slip new features targeted mailings new leadership announcements donor preferences in honor of donations volunteering role of nonprofits operational costs office GoFundMe project direct mail publicity materials corporate sponsors campaign merge notes planned giving donor prospects Alternative Addresses passwords Thank You fundraising letters membersip benefits Personalizing building donor relationships vacation Constant Contact transparency budget solicitors Tickles major gift prospects segmenting donors general donor loyalty overview lapsed donor Facebook prospects monthly giving on site training ticketsales training tip large donations pledges banquet motivation code anonymous donors repeat donors alumni user interface grants importing csv Facebook campaign Network for Good volunteers membership programs End of Year Letters how-to videos government grants mode code look and feel major donors follow up legacy giving Donor Portal FundRaiser Basic correspondence grassroots campaign tech tip mailing

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