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.

Continue reading
3747 Hits
Wait a minute, while we are rendering the calendar
Congratulations memorial giving membersip benefits Tickles SYBUNTS data analysis holiday giving how-to videos increasing giving amounts animal rescue segmenting donors donor attrition moves management in honor of donations reports campaign vacation Volunteer module National Change of Address holiday letters large donations budget donor engagement Snow Birds overview Crowdfunding Campaign appeal Codes password protection merge notes banquet spare fields social media Reminders donor relations community supported gardens general board members planning the Ask giving history donation history ticket sales donor prospects new nonprofit annual maintenance plan fundraising letters Facebook phoning donors Constant Contact new version fundraising donor recognition new donors follow up monthly giving correspondence communications donor slip adding personal notes to letters Groupings how to handle auction gifts merge fields office ticketsales data entry building donor relationships gift entry tech tip FundRaiser Spark planned giving lapsed donor arts community arts nonprofits announcements motivation code backing up data brick campaign premiums on site training auction pledges charity golf tournaments Task List gift notes field flash sales pictures technical support holiday look and feel donor retention rate understanding giving trends membership programs security LYBUNTS Facebook campaign product news FundRaiser Hosted Alternative Addresses email campaign management #GivingTuesday donor preferences nonprofit fundraising relationship tracking texting donors Resiliency online donations donor retention donor loyalty customer portal In-Kind gifts capital campaign NCOA processing operating systems donor advised funds appeal letters updates Thank You Company culture volunteering legacy giving data conversion accounting software recurring gifts features disaster relief upgrading donors operational costs letter templates donor mode code PayPal customer service donor profile training tip Reporting to IRS solicitors new leadership FundRaiser Basic importing csv prospects small donations user interface ROI GivingTuesday happiness letter Network for Good upgrade advanced tab salutation correspondance direct mail welcome packet Donor Portal raffle GoFundMe project donor contact information entering auction gifts corporate sponsors online donations passwords thank you letters community broadcasting custom page endowment campaign grassroots campaign event management spreadsheets volunteers new features Personalizing transparency major gift prospects Importing Data user spotlights mission driven alumni personalizing letters membership benefits gift acceptance policy tax summary letters motivation New Year targeted mailings role of nonprofits foundations Thanksgiving word processor change of address updating tribute gifts support government grants End of Year Letters training Cloud mailing Excel grants donor source repeat donors annual campaign publicity materials major donors donor attrition rate add ons giving levels donor targeting case study development director anonymous donors

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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