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

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
3975 Hits
Wait a minute, while we are rendering the calendar
Volunteer module Constant Contact operating systems phoning donors repeat donors charity golf tournaments tribute gifts prospects backing up data mailing National Change of Address spreadsheets grants customer service segmenting donors banquet giving history SYBUNTS vacation monthly giving grassroots campaign donor engagement motivation code planning transparency Thank You appeal letters donor contact information appeal alumni increasing giving amounts data analysis anonymous donors personalizing letters reports letter Codes ticketsales Reminders change of address updating legacy giving solicitors merge notes animal rescue holiday giving levels holiday letters word processor Snow Birds merge fields GivingTuesday flash sales advanced tab donor prospects memorial giving custom page user interface NCOA processing understanding giving trends how to handle auction gifts pledges annual maintenance plan holiday giving donor attrition new leadership arts Facebook campaign donor attrition rate campaign management the Ask New Year volunteers donor retention small donations direct mail email Congratulations texting donors general gift acceptance policy community supported gardens donor Reporting to IRS office disaster relief data conversion customer portal technical support role of nonprofits thank you letters PayPal FundRaiser Hosted gift notes field accounting software nonprofit fundraising importing csv user spotlights donor source Tickles letter templates correspondence mission driven endowment campaign donor relations salutation how-to videos follow up community arts nonprofits government grants Alternative Addresses entering auction gifts GoFundMe project donation history Task List End of Year Letters campaign planned giving training corporate sponsors Importing Data new donors spare fields Excel FundRaiser Basic communications Facebook recurring gifts brick campaign board members premiums In-Kind gifts product news online donations features moves management FundRaiser Spark ROI new version Company culture donor profile new nonprofit auction operational costs development director Groupings password protection donor loyalty donor advised funds event management case study Thanksgiving Resiliency welcome packet gift entry fundraising letters data entry membersip benefits annual campaign membership benefits capital campaign overview major gift prospects community broadcasting fundraising Network for Good adding personal notes to letters correspondance social media mode code LYBUNTS donor slip donor preferences publicity materials happiness donor retention rate donor targeting ticket sales updates announcements tax summary letters upgrade large donations targeted mailings raffle lapsed donor volunteering add ons Donor Portal passwords new features foundations donor recognition Crowdfunding Campaign budget Cloud in honor of donations training tip online donations look and feel motivation membership programs on site training upgrading donors Personalizing #GivingTuesday tech tip security pictures support major donors building donor relationships relationship tracking

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