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.

Using Merge Fields for a Special Touch in Letters

ThankYouMary2

What happens when saying thank you isn’t enough? Your donors love to receive acknowledgement of your gifts, and these letters often include the phrase (or something similar) “thank you for your generous donation”. And yet, there are times, especially in the case of major donors, when you want to say more. How do you handle it?

On every gift within FundRaiser, there’s a “Letter Notes for Merging” field. This field is designed for you to type additional notes which can be inserted into a letter, such as the thank you letter. In this way, you can type a personalized note that will appear on the letter and customize it for each gift.

You’ll find the “Letter Notes for Merging” field on the notes tab of the gift. This field differs from the “in house” notes, which will remain within the program and cannot be merged into a letter. The field provides unlimited space for you to type a personalized note, and while this isn’t designed to replace the thank you letter, it can certainly provide a way to share appreciation. I wrote about this field when I recently talked about auction gifts.

However, there may be times when you want to put an additional post script or personalized note in your appeal, end of year, or other correspondence. For example, if someone had been a volunteer at an event last year and you wanted to invite them back or even provide a welcome message when sending out a first appeal or welcome kit if someone signs up at an event, this field would provide a place to do so.

Continue reading
2394 Hits
Wait a minute, while we are rendering the calendar
spare fields welcome packet corporate sponsors Task List add ons Tickles #GivingTuesday government grants online donations LYBUNTS FundRaiser Basic GivingTuesday case study segmenting donors New Year holiday mailing large donations recurring gifts community supported gardens tribute gifts gift entry announcements memorial giving charity golf tournaments support letter ROI Volunteer module training tip disaster relief community arts nonprofits Alternative Addresses planning raffle campaign how to handle auction gifts Facebook campaign spreadsheets donor retention rate reports donor prospects tax summary letters auction custom page donor attrition rate National Change of Address SYBUNTS membersip benefits donor solicitors change of address updating merge notes FundRaiser Spark community broadcasting salutation texting donors Network for Good Donor Portal communications updates donor targeting customer service premiums data analysis donor slip donor advised funds motivation code giving history general direct mail Crowdfunding Campaign development director follow up donor relations new leadership vacation monthly giving passwords annual maintenance plan endowment campaign board members letter templates lapsed donor increasing giving amounts banquet grassroots campaign transparency publicity materials happiness tech tip password protection advanced tab new version budget donor retention donor loyalty accounting software understanding giving trends Company culture Facebook grants Thank You role of nonprofits annual campaign on site training new features fundraising letters giving levels fundraising email FundRaiser Hosted arts entering auction gifts operating systems new nonprofit office operational costs donor source membership benefits donor preferences Resiliency event management donor profile appeal online donations membership programs how-to videos pledges major donors technical support Thanksgiving correspondence animal rescue user interface importing csv holiday giving social media donor recognition volunteering training ticketsales major gift prospects targeted mailings correspondance upgrading donors prospects Reminders ticket sales End of Year Letters small donations appeal letters legacy giving word processor GoFundMe project personalizing letters PayPal look and feel donation history phoning donors capital campaign data entry overview donor engagement Importing Data mode code the Ask anonymous donors Excel Reporting to IRS pictures gift notes field customer portal mission driven in honor of donations thank you letters flash sales alumni building donor relationships Personalizing foundations Congratulations donor contact information volunteers In-Kind gifts holiday letters features product news Codes repeat donors upgrade merge fields user spotlights Snow Birds NCOA processing new donors backing up data brick campaign Cloud planned giving data conversion relationship tracking nonprofit fundraising adding personal notes to letters moves management security campaign management motivation Groupings gift acceptance policy Constant Contact donor attrition

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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