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.

Short Take: Advanced Tab

Short Take: Advanced Tab
b2ap3_thumbnail_AdvancedTab.jpg

Groupings are a useful way to work with a large number of donor records, such as printing a report or sending correspondence. However, depending on your criteria, you may not need to create a grouping. When you click Customize on the report preview screen, you are brought to a new window with four tabs, and one of these says “Advanced”. On both reports and correspondence, you can use the Advanced tab to set the criteria you wish to use in running the report. (For example, people who gave in the last twelve months or gave over a certain dollar amount.)

For correspondence, using the Advanced tab is helpful for year-end letters. Instead of creating a grouping, you can use the Advanced tab to limit your letters to individuals who gave during the calendar year.

Continue reading
4234 Hits
Wait a minute, while we are rendering the calendar
repeat donors donation history annual maintenance plan auction operational costs social media development director Cloud importing csv major gift prospects major donors brick campaign advanced tab Crowdfunding Campaign prospects merge fields giving levels salutation how to handle auction gifts data analysis fundraising letters merge notes donor profile donor attrition texting donors campaign PayPal Tickles flash sales follow up training tip anonymous donors capital campaign Congratulations LYBUNTS In-Kind gifts holiday board members reports appeal letters online donations security correspondence general memorial giving look and feel backing up data membership benefits increasing giving amounts grants user spotlights raffle Constant Contact word processor new leadership donor attrition rate animal rescue the Ask Excel personalizing letters operating systems Network for Good publicity materials updates Alternative Addresses holiday giving new nonprofit government grants ticketsales tax summary letters solicitors Facebook campaign banquet budget Groupings upgrading donors large donations customer service welcome packet support Company culture donor donor preferences donor contact information community supported gardens donor source Codes Snow Birds National Change of Address holiday letters charity golf tournaments understanding giving trends user interface FundRaiser Spark giving history donor recognition phoning donors Resiliency membersip benefits gift entry letter entering auction gifts donor retention rate Volunteer module letter templates motivation code custom page FundRaiser Hosted upgrade gift notes field community broadcasting thank you letters segmenting donors nonprofit fundraising ticket sales motivation membership programs Thanksgiving corporate sponsors how-to videos volunteers features ROI legacy giving event management planning building donor relationships adding personal notes to letters gift acceptance policy volunteering #GivingTuesday technical support mission driven recurring gifts End of Year Letters donor prospects in honor of donations data entry communications relationship tracking passwords Importing Data donor retention transparency vacation fundraising tech tip donor loyalty Facebook password protection donor advised funds moves management pictures GivingTuesday alumni happiness announcements donor relations planned giving email data conversion annual campaign overview NCOA processing tribute gifts SYBUNTS targeted mailings lapsed donor premiums direct mail spare fields new features online donations Reminders disaster relief appeal foundations on site training office training mode code mailing customer portal FundRaiser Basic case study Reporting to IRS pledges Donor Portal new version GoFundMe project grassroots campaign monthly giving arts Personalizing campaign management role of nonprofits community arts nonprofits new donors change of address updating donor targeting add ons correspondance Thank You donor slip spreadsheets donor engagement New Year small donations endowment campaign accounting software product news Task List

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