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.

The Who, What, and When of Tax Summary Letters

The Who, What, and When of Tax Summary Letters

What is an End of Year letter? Usually it is one of two things:

a letter which contains a summary of all donations that a donor has made to your organization in the past year. This is sent in January, to help donors with their taxes.an appeal letter which is sent in November and December to solicit donations.

This article will go more in depth about tax summary letters. You might be surprised at the return you get from this simple and helpful correspondence.

Continue reading
5019 Hits
Wait a minute, while we are rendering the calendar
Congratulations donor preferences annual campaign donor contact information LYBUNTS spreadsheets board members ticket sales Groupings user interface donor profile publicity materials donor slip premiums alumni updates Reporting to IRS case study tax summary letters understanding giving trends reports Thank You overview monthly giving social media the Ask security pledges #GivingTuesday Excel corporate sponsors tribute gifts pictures new leadership raffle correspondance grants New Year Constant Contact role of nonprofits disaster relief major gift prospects development director data conversion new features password protection Snow Birds training Volunteer module user spotlights Task List data entry correspondence National Change of Address happiness volunteering membership benefits Facebook arts custom page volunteers gift entry personalizing letters donor attrition welcome packet thank you letters giving history membership programs motivation donor source In-Kind gifts SYBUNTS giving levels relationship tracking annual maintenance plan Codes targeted mailings mission driven adding personal notes to letters GivingTuesday campaign management announcements banquet change of address updating Company culture End of Year Letters spare fields membersip benefits donor attrition rate event management foundations upgrading donors segmenting donors fundraising letters Reminders support new version anonymous donors accounting software community broadcasting donor recognition backing up data NCOA processing merge fields Resiliency charity golf tournaments merge notes word processor flash sales endowment campaign advanced tab recurring gifts capital campaign on site training solicitors office budget Personalizing gift notes field upgrade operational costs texting donors online donations Crowdfunding Campaign building donor relationships donor targeting increasing giving amounts add ons training tip Thanksgiving look and feel phoning donors donor loyalty data analysis how to handle auction gifts ROI animal rescue motivation code operating systems auction features appeal letters community supported gardens grassroots campaign PayPal Donor Portal how-to videos small donations communications donor major donors entering auction gifts customer portal Tickles follow up in honor of donations GoFundMe project importing csv vacation lapsed donor online donations donor retention rate mode code community arts nonprofits general brick campaign government grants fundraising Alternative Addresses technical support moves management letter templates nonprofit fundraising customer service Network for Good product news memorial giving tech tip FundRaiser Spark donation history Facebook campaign ticketsales

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