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
3689 Hits
Wait a minute, while we are rendering the calendar
community supported gardens salutation donor loyalty support motivation merge fields event management communications custom page importing csv annual campaign holiday letters major gift prospects the Ask monthly giving pictures endowment campaign Excel spare fields operational costs Task List Cloud budget donor donor attrition rate Facebook campaign Thank You accounting software #GivingTuesday understanding giving trends recurring gifts passwords follow up FundRaiser Spark Congratulations PayPal email Reminders in honor of donations disaster relief arts new version community arts nonprofits tax summary letters GoFundMe project add ons holiday moves management tribute gifts reports campaign management flash sales solicitors foundations texting donors upgrade targeted mailings volunteers donor targeting spreadsheets raffle Donor Portal building donor relationships donation history new features relationship tracking In-Kind gifts giving levels ROI corporate sponsors donor profile letter templates vacation Network for Good office board members National Change of Address change of address updating correspondence overview planning password protection security donor attrition auction Codes giving history animal rescue pledges how to handle auction gifts social media New Year donor engagement case study banquet government grants donor retention rate technical support legacy giving anonymous donors ticketsales grassroots campaign End of Year Letters correspondance customer portal word processor Crowdfunding Campaign happiness Constant Contact new nonprofit Snow Birds direct mail online donations large donations SYBUNTS thank you letters letter appeal online donations campaign product news holiday giving volunteering Reporting to IRS donor retention Alternative Addresses Thanksgiving training tip Personalizing backing up data LYBUNTS Company culture fundraising membership programs FundRaiser Hosted donor contact information segmenting donors Tickles Groupings merge notes motivation code charity golf tournaments capital campaign how-to videos user spotlights donor advised funds Volunteer module NCOA processing annual maintenance plan brick campaign planned giving FundRaiser Basic on site training prospects data entry premiums donor preferences updates donor relations gift notes field phoning donors look and feel features community broadcasting customer service gift acceptance policy small donations adding personal notes to letters announcements lapsed donor donor source major donors advanced tab memorial giving mode code new leadership Importing Data entering auction gifts transparency ticket sales welcome packet Resiliency appeal letters nonprofit fundraising donor recognition increasing giving amounts role of nonprofits general personalizing letters upgrading donors user interface data conversion membersip benefits new donors donor prospects mailing grants membership benefits training data analysis development director GivingTuesday tech tip publicity materials repeat donors gift entry Facebook fundraising letters operating systems mission driven donor slip alumni

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