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.

It's A Great Time To Set Up Email In FundRaiser

blog-2020-04a-email-from-FR

As we transition to working remotely, one of the issues facing nonprofits is corresponding with donors. With employees or volunteers working at home, it becomes difficult to print at large printers and have sufficient printer ink, not to mention paper and envelopes, to send a large volume of letters. The average home printer may not be suitable for printing and sending hundreds of letters at a time. In this case, having the ability to email correspondence to donors becomes vital.

Continue reading
915 Hits

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
2202 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
4056 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
3986 Hits
Wait a minute, while we are rendering the calendar
End of Year Letters repeat donors auction FundRaiser Spark mode code motivation code ROI New Year membership benefits National Change of Address donor preferences planning NCOA processing donor retention rate annual campaign customer service anonymous donors building donor relationships reports charity golf tournaments animal rescue operating systems personalizing letters foundations follow up online donations endowment campaign relationship tracking welcome packet passwords correspondance appeal letters new features Crowdfunding Campaign donor recognition PayPal alumni letter templates vacation new donors banquet board members giving history raffle donor source transparency event management entering auction gifts community broadcasting grassroots campaign GoFundMe project data entry tech tip ticketsales In-Kind gifts how-to videos merge fields SYBUNTS accounting software donation history new leadership Groupings online donations increasing giving amounts government grants solicitors donor attrition rate Company culture Snow Birds Constant Contact thank you letters donor engagement gift entry volunteering features membersip benefits community supported gardens FundRaiser Basic gift notes field publicity materials Personalizing annual maintenance plan case study budget the Ask Facebook Importing Data Thank You mission driven in honor of donations product news Donor Portal membership programs direct mail social media #GivingTuesday holiday letters Cloud prospects office customer portal Facebook campaign Alternative Addresses holiday training arts adding personal notes to letters technical support donor slip security corporate sponsors Task List salutation tribute gifts updates major gift prospects lapsed donor texting donors password protection donor profile ticket sales upgrading donors Reminders upgrade role of nonprofits new nonprofit pictures brick campaign pledges premiums Volunteer module donor retention user interface donor advised funds memorial giving user spotlights on site training campaign management donor contact information change of address updating correspondence small donations support email letter data conversion announcements Excel community arts nonprofits donor targeting nonprofit fundraising gift acceptance policy spreadsheets targeted mailings grants new version donor prospects legacy giving capital campaign fundraising letters holiday giving backing up data moves management campaign FundRaiser Hosted mailing development director importing csv motivation training tip donor major donors Resiliency Reporting to IRS word processor Thanksgiving donor loyalty advanced tab Congratulations appeal recurring gifts planned giving large donations segmenting donors understanding giving trends tax summary letters how to handle auction gifts overview Tickles giving levels fundraising general look and feel donor relations data analysis Network for Good spare fields donor attrition monthly giving add ons disaster relief Codes communications GivingTuesday flash sales volunteers LYBUNTS custom page merge notes operational costs phoning donors happiness

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