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

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