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.

How Often Should You Communicate with Donors?

calendar-time

When your organization receives a gift, you send a thank you letter. Perhaps the donor has requested to be subscribed to your newsletter, which is sent maybe once a quarter. Other than that, do you reach out to your donors? Are you afraid you’re talking to them too much?

It’s a fine balance between too much outreach and not enough. On one hand, you don’t want your donors to forget about you, and it happens in even those with the best of intentions. People’s lives are busy. In the hustle and bustle of juggling jobs and family along with everything else, something as simple as sending a check slips through the cracks.

Continue reading
393 Hits

3 Dead-On Grouping Tricks to Treat You Right

3 Dead-On Grouping Tricks to Treat You Right
1. Standard exclusions for print mailings

Whenever you create a Grouping intended for the sole purpose of sending out printed correspondence (letters, labels, envelopes), it's a good idea to use multiple lines of criteria in the Grouping, with the first line consisting of things you DON'T want, and subsequent lines for things you DO want. It makes no sense, for instance, to include in a mailing Grouping anyone who doesn't have a complete mailing address, since they'll never receive it. It makes less sense, perhaps, to include those records marked as "Deceased". And you *may* want to exclude those who are marked as "Inactive", as well. In this case, then, you could start the first line of criteria using the Common Patterns | Exclude section and mark "Inactive" and "Deceased", and then use the Finish Criteria button to save that line. Then you would need to use the AND separator to start a new line of criteria and go to the Donor | Geo 2 section and select "Has An Incomplete Primary Address". I know, we don't want incomplete addresses, so once you click the "Finish Criteria" button for this line, you'll use the NOT button (to the right of the criteria display), which will change it to say "does not have an incomplete address". If you are okay with this method, then you'll just click the AND button again to start a third line, and use this line for any other criteria, such as donation information, or something else. This will make certain that, no matter what other criteria you use to select people for the mailing, you'll have no "dead" mail (pun intended) costing you resources while doing no good. Consider using this scheme for each mailing Grouping.

2. Easily track mass mailings

An easy way to keep track of all the non-thank-you-letter mass mailing correspondence you do will also revolve around Groupings. Normally you don't mail to everyone in your database at any one time, but, rather, target records for mailings by creating Groupings. So, since you will normally have a Grouping in place, take an extra step or two and use the Groupings menu choice of "Assign Category Code to All" while you have the Grouping open. Then, create a Category Code that reflects the mailing you are doing. You don't need to create the Category Code first, but can do it "on the fly". So, say I'm doing an Appeal Letter in October of 2013. I might call the Category Code "October 2013 Appeal Letter", with a code of "AL1310" (no quotes for either, by the way). When I assign this code to all the records in the Grouping I've created for this mailing, I remove any doubt as to who received the mailing, and I have an easy one-code identifier for them. This means that, even though the Grouping may be lost, destroyed, or changed over time, I will always have a means of pulling together the records of those who received my October appeal letter. It only takes a couple of extra steps to accomplish, and can be quite useful in the future. One other suggestion: once you've mass-assigned a code, consider marking the code as no longer active (Windows | Codes menu), so that no one will accidentally assign it to anyone else.

Continue reading
3066 Hits

3 Uses For the Alternate Address Field

3 Uses For the Alternate Address Field

When many people think about alternate addresses, second homes or vacation homes come to mind. And FundRaiser Software has the capability to not just hold unlimited alternate addresses, but also code them based on the type of address. Depending on the choices selected (date range or specific code) FundRaiser will then send to the alternate address instead of the main address on the record.

However, alternate addresses are great for more than just vacation, offices, or secondary homes. Here are some additional uses for alternate addresses.

Continue reading
3086 Hits
Wait a minute, while we are rendering the calendar
Groupings annual campaign #GivingTuesday tech tip animal rescue Personalizing donor source annual maintenance plan vacation in honor of donations look and feel understanding giving trends pledges gift acceptance policy donor retention rate letter templates mission driven accounting software flash sales LYBUNTS new nonprofit alumni ROI Reminders corporate sponsors follow up customer service thank you letters phoning donors new version entering auction gifts merge fields donor recognition motivation code training tip gift entry on site training change of address updating operational costs community broadcasting donor membership benefits reports holiday letters relationship tracking communications Congratulations password protection word processor Snow Birds upgrade planned giving foundations End of Year Letters Constant Contact importing csv planning memorial giving capital campaign donor preferences security appeal Task List GoFundMe project targeted mailings personalizing letters new features FundRaiser Spark correspondence anonymous donors holiday data entry advanced tab Crowdfunding Campaign updates custom page new donors technical support fundraising publicity materials holiday giving Donor Portal donor profile disaster relief membership programs National Change of Address add ons welcome packet campaign government grants Tickles user spotlights how-to videos user interface pictures training Cloud Codes prospects Facebook campaign nonprofit fundraising Volunteer module volunteering mode code texting donors banquet new leadership endowment campaign recurring gifts GivingTuesday tax summary letters grassroots campaign salutation Excel Reporting to IRS development director donor loyalty case study office transparency ticketsales community supported gardens New Year general giving levels spreadsheets happiness upgrading donors support moves management volunteers donor slip major gift prospects product news small donations Importing Data adding personal notes to letters backing up data motivation ticket sales campaign management building donor relationships data analysis correspondance increasing giving amounts arts board members NCOA processing community arts nonprofits legacy giving SYBUNTS data conversion donor contact information PayPal overview auction In-Kind gifts spare fields brick campaign premiums Thanksgiving features Facebook Thank You letter donor targeting social media FundRaiser Basic online donations gift notes field large donations tribute gifts mailing budget giving history direct mail how to handle auction gifts FundRaiser Hosted donor attrition rate membersip benefits donor attrition appeal letters Resiliency role of nonprofits grants customer portal the Ask online donations charity golf tournaments merge notes Alternative Addresses donation history major donors Company culture fundraising letters segmenting donors repeat donors monthly giving operating systems lapsed donor raffle announcements donor advised funds Network for Good solicitors event management

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