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
2006 Hits
Wait a minute, while we are rendering the calendar
Facebook data analysis community broadcasting correspondence how to handle auction gifts tax summary letters FundRaiser Spark spreadsheets ticket sales community arts nonprofits fundraising Facebook campaign understanding giving trends donor targeting new leadership case study membership benefits nonprofit fundraising giving levels announcements donor profile entering auction gifts appeal letters fundraising letters arts training Donor Portal SYBUNTS donation history technical support customer portal building donor relationships new version brick campaign donor loyalty spare fields animal rescue upgrading donors the Ask motivation code corporate sponsors NCOA processing product news recurring gifts annual campaign lapsed donor New Year donor slip mode code ROI happiness correspondance small donations custom page GoFundMe project #GivingTuesday Congratulations merge notes charity golf tournaments giving history increasing giving amounts Company culture overview government grants monthly giving operational costs development director PayPal ticketsales gift entry annual maintenance plan alumni backing up data customer service segmenting donors social media volunteers foundations memorial giving Tickles new features change of address updating Resiliency community supported gardens word processor major donors thank you letters Excel flash sales online donations donor preferences donor contact information grassroots campaign motivation Alternative Addresses targeted mailings donor attrition banquet mission driven moves management user interface Task List raffle upgrade National Change of Address endowment campaign welcome packet donor retention rate password protection premiums follow up importing csv letter templates communications Thanksgiving role of nonprofits donor recognition disaster relief GivingTuesday auction major gift prospects gift notes field Reminders features Snow Birds support operating systems Reporting to IRS on site training security board members general pictures membership programs accounting software relationship tracking adding personal notes to letters training tip Groupings data conversion online donations donor event management In-Kind gifts donor source office LYBUNTS look and feel volunteering vacation tech tip Constant Contact updates Codes merge fields how-to videos phoning donors advanced tab pledges membersip benefits donor attrition rate Network for Good Personalizing personalizing letters End of Year Letters Thank You grants data entry Volunteer module add ons capital campaign solicitors tribute gifts campaign management budget Crowdfunding Campaign reports in honor of donations user spotlights publicity materials

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