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.

Looking Deeper Into the Donor Period Comparison Report

Mary Lenker
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The Donor Period Comparison Report (available on FundRaiser Select and Professional) provides a powerful way to receive an overview of your donors’ giving over several set time periods. From monthly to quarterly, semi-annually, or yearly, this report allows you to see a list of all your donors (or just a selection) and the totals of their giving for each period. In one glance you can chart trends, view donors who haven’t given and even see percentage and dollar amounts of the increase or decrease in giving.

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reports donation history donor loyalty donor retention rate donor targeting
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Using Reports To Set Fund Raising Goals

Mary Lenker
ReportsDonor

With the start of a new year, there’s a good chance that you’re already well into strategic planning for 2019. No doubt you have a list of goals to achieve such as a certain number or percentage increase in new donors, more consistent donor acquisition, and an increase in total giving or perhaps getting your major donors to increase their giving by a certain percent. No matter your goal, FundRaiser Software has reports which will help you track and reach these goals. 

Increasing the Overall Number of Donors and Prospects

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Short Take: Coding In-Kind and Monetary Gifts

Mary Lenker
Short Take: Coding In-Kind and Monetary Gifts
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When inputting donations into your database, it’s important to differentiate in-kind gifts (which are usually goods, services, or time) from the financial gifts you receive. You get help doing this through the GIFT MODE code, which allows you to indicate the way the gift was received by your organization. With that code, you’ll notice that there are four default modes in the program: cash, check, charge, and in-kind.

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Which Report Should I Use?

Mary Lenker
Which Report Should I Use?

There are three main reports within FundRaiser for viewing donor or donation data: Master, Donor, and Donation. Each of these reports contains separate pieces of information, though there is some overlap between the reports. Each report has a unique use.

The Master Report is one of the few reports where you can see information for non-donors in your database. The variations allow you to look at donor codes, donor addresses, or donor information including gifts.

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

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