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
1166 Hits
Wait a minute, while we are rendering the calendar
grants major donors upgrade donor contact information updates membership benefits donor targeting Volunteer module motivation code #GivingTuesday banquet LYBUNTS segmenting donors spreadsheets donor advised funds volunteering donor retention charity golf tournaments memorial giving user interface Company culture donor prospects Reporting to IRS ROI transparency Congratulations correspondance increasing giving amounts new leadership case study Task List lapsed donor donor attrition donor preferences Importing Data salutation community supported gardens letter templates donor engagement Cloud FundRaiser Basic adding personal notes to letters operational costs merge notes accounting software SYBUNTS foundations mailing anonymous donors training tip tribute gifts disaster relief Alternative Addresses fundraising letters office holiday letters Crowdfunding Campaign Groupings overview features online donations auction follow up Resiliency mission driven upgrading donors endowment campaign building donor relationships animal rescue large donations Personalizing membersip benefits donor retention rate prospects phoning donors Tickles thank you letters capital campaign annual campaign look and feel pictures ticketsales technical support passwords customer service donor attrition rate data conversion donor Snow Birds donor recognition texting donors community broadcasting ticket sales annual maintenance plan donor loyalty on site training appeal reports the Ask government grants holiday giving donor profile training arts campaign NCOA processing custom page monthly giving how to handle auction gifts welcome packet new features new version FundRaiser Hosted data analysis online donations repeat donors major gift prospects grassroots campaign password protection direct mail operating systems backing up data in honor of donations PayPal Facebook general communications Reminders small donations product news campaign management Donor Portal add ons FundRaiser Spark advanced tab holiday community arts nonprofits legacy giving giving history recurring gifts correspondence mode code Network for Good gift notes field merge fields understanding giving trends nonprofit fundraising pledges word processor alumni board members GoFundMe project Facebook campaign planned giving In-Kind gifts letter volunteers raffle fundraising donation history donor source End of Year Letters publicity materials gift acceptance policy moves management Codes change of address updating entering auction gifts brick campaign announcements email happiness event management motivation appeal letters premiums GivingTuesday role of nonprofits how-to videos security planning support personalizing letters new donors tax summary letters customer portal budget Thank You data entry Excel donor relations user spotlights social media flash sales donor slip solicitors spare fields giving levels Constant Contact corporate sponsors new nonprofit development director Thanksgiving New Year relationship tracking National Change of Address importing csv gift entry targeted mailings vacation tech tip membership programs

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