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

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