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 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
3423 Hits
Wait a minute, while we are rendering the calendar
operational costs appeal letters animal rescue Volunteer module charity golf tournaments board members merge notes recurring gifts LYBUNTS Reminders major donors fundraising raffle technical support fundraising letters happiness social media community broadcasting disaster relief operating systems welcome packet NCOA processing PayPal targeted mailings follow up Snow Birds giving levels relationship tracking user spotlights FundRaiser Spark Thank You #GivingTuesday arts advanced tab giving history Crowdfunding Campaign Task List training data entry capital campaign membership benefits features premiums nonprofit fundraising End of Year Letters spare fields importing csv membersip benefits membership programs tribute gifts small donations understanding giving trends ROI mode code correspondence Company culture general In-Kind gifts customer portal motivation donor slip upgrade government grants National Change of Address donor recognition memorial giving auction on site training GivingTuesday community arts nonprofits Groupings case study banquet alumni new leadership mission driven announcements gift notes field Personalizing security Reporting to IRS updates Codes training tip donor contact information ticketsales donor loyalty role of nonprofits Network for Good monthly giving how to handle auction gifts word processor support custom page spreadsheets increasing giving amounts annual maintenance plan backing up data donor pledges correspondance brick campaign new features donor targeting look and feel major gift prospects campaign management accounting software corporate sponsors thank you letters donor source Congratulations donor attrition grants donor attrition rate password protection tech tip tax summary letters Facebook donor retention rate Tickles product news customer service online donations Thanksgiving foundations flash sales the Ask SYBUNTS Constant Contact donation history grassroots campaign GoFundMe project office in honor of donations endowment campaign online donations annual campaign entering auction gifts upgrading donors donor profile new version motivation code volunteers Excel how-to videos phoning donors volunteering data analysis moves management New Year data conversion reports letter templates add ons change of address updating Facebook campaign overview user interface publicity materials merge fields adding personal notes to letters budget personalizing letters vacation Resiliency ticket sales pictures Alternative Addresses solicitors development director gift entry communications segmenting donors donor preferences event management building donor relationships community supported gardens Donor Portal lapsed donor

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