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.

Making the Most of Donor Preferences

yes_no_preferences_header

As part of donor management, being able to mark your donors as inactive or deceased, or even making note of mailing preferences (email vs. paper mail, for example), plays an important role. Not only can good preference management save your organization money by moving more of your donors to email, but it can also ensure that you’re contacting the donors when and how they wish to be reached. Within FundRaiser Software, our preferences tab places all of this information in one handy location, as you can see in the following screenshot:

The Preferences Tabbed Page is broken down into four sections. The first involves mailings and gifts, with an option for excluding from general mailings (newsletters and appeal letters), sending end of year letters if that’s not done automatically by your organization, as well as not sending thank you letters (for frequent donors), and the ability to completely block the addition of gifts to a record (for deceased donors).

Continue reading
1228 Hits
Wait a minute, while we are rendering the calendar
Personalizing welcome packet gift notes field building donor relationships donor attrition rate Company culture technical support training new leadership letter templates thank you letters tax summary letters End of Year Letters holiday giving donor engagement large donations letter operating systems Tickles on site training Importing Data donor data entry donor prospects nonprofit fundraising support personalizing letters planning Network for Good government grants increasing giving amounts features repeat donors animal rescue backing up data small donations the Ask mode code annual campaign reports #GivingTuesday operational costs annual maintenance plan donor advised funds volunteering online donations new version gift acceptance policy grants online donations segmenting donors updates training tip relationship tracking office targeted mailings new donors texting donors campaign management understanding giving trends new features user interface ticket sales mission driven donor source communications donor contact information membersip benefits donor preferences importing csv change of address updating foundations look and feel motivation membership benefits custom page flash sales follow up major gift prospects major donors donor loyalty arts fundraising spreadsheets Donor Portal Resiliency donor targeting donor recognition development director pledges case study NCOA processing Congratulations pictures publicity materials giving history raffle National Change of Address FundRaiser Hosted customer portal upgrading donors board members Excel Alternative Addresses giving levels correspondence customer service advanced tab legacy giving moves management event management merge fields donor slip GoFundMe project salutation add ons ROI holiday letters general volunteers fundraising letters Cloud Crowdfunding Campaign how to handle auction gifts security anonymous donors upgrade donor profile endowment campaign direct mail word processor new nonprofit prospects banquet data conversion overview community arts nonprofits Codes budget Volunteer module disaster relief in honor of donations monthly giving brick campaign correspondance solicitors Task List Constant Contact motivation code ticketsales data analysis appeal letters Reporting to IRS auction donor retention rate email happiness donation history Snow Birds announcements accounting software mailing gift entry GivingTuesday tech tip social media adding personal notes to letters FundRaiser Spark premiums Facebook campaign grassroots campaign entering auction gifts Facebook transparency tribute gifts donor relations recurring gifts Groupings lapsed donor memorial giving donor attrition how-to videos merge notes charity golf tournaments role of nonprofits password protection user spotlights appeal phoning donors holiday campaign spare fields LYBUNTS product news membership programs corporate sponsors SYBUNTS alumni donor retention community supported gardens FundRaiser Basic PayPal planned giving Reminders In-Kind gifts capital campaign community broadcasting passwords vacation Thanksgiving Thank You New Year

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