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
3061 Hits
Wait a minute, while we are rendering the calendar
gift notes field security monthly giving community arts nonprofits foundations Facebook community broadcasting GoFundMe project giving history Facebook campaign donor relations add ons data conversion tribute gifts End of Year Letters texting donors campaign Thank You alumni ticket sales spreadsheets Reporting to IRS gift entry thank you letters donation history relationship tracking recurring gifts corporate sponsors planned giving general welcome packet donor prospects charity golf tournaments Volunteer module New Year custom page memorial giving merge notes donor donor loyalty in honor of donations online donations annual maintenance plan major donors reports building donor relationships gift acceptance policy large donations motivation code endowment campaign arts personalizing letters product news understanding giving trends phoning donors new leadership premiums importing csv advanced tab donor preferences pictures budget new version case study Cloud increasing giving amounts correspondance flash sales social media data entry customer service major gift prospects Reminders Excel repeat donors grassroots campaign appeal donor engagement giving levels donor attrition raffle transparency communications FundRaiser Hosted online donations banquet operating systems holiday auction mission driven board members campaign management role of nonprofits annual campaign Groupings Snow Birds upgrade Task List tech tip ticketsales happiness solicitors anonymous donors brick campaign grants technical support training tip motivation appeal letters backing up data Tickles updates pledges Donor Portal mailing FundRaiser Spark volunteers community supported gardens small donations new donors change of address updating letter user interface operational costs membersip benefits holiday giving volunteering holiday letters SYBUNTS adding personal notes to letters letter templates Alternative Addresses entering auction gifts fundraising letters new features the Ask accounting software donor retention rate password protection PayPal targeted mailings data analysis merge fields legacy giving word processor fundraising Personalizing Network for Good look and feel overview publicity materials membership benefits donor slip Resiliency Company culture new nonprofit donor retention lapsed donor donor recognition customer portal Congratulations #GivingTuesday nonprofit fundraising In-Kind gifts salutation GivingTuesday planning NCOA processing how-to videos ROI spare fields moves management FundRaiser Basic Crowdfunding Campaign office Constant Contact donor advised funds training donor contact information donor profile mode code capital campaign disaster relief prospects upgrading donors government grants tax summary letters correspondence donor targeting features vacation how to handle auction gifts email follow up passwords announcements segmenting donors donor source direct mail development director Thanksgiving support National Change of Address Importing Data animal rescue event management user spotlights Codes membership programs on site training donor attrition rate LYBUNTS

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