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
2070 Hits
Wait a minute, while we are rendering the calendar
Task List advanced tab online donations donor attrition letter templates data conversion board members government grants charity golf tournaments announcements Crowdfunding Campaign large donations user spotlights arts giving history salutation corporate sponsors in honor of donations custom page donor preferences ticket sales Importing Data case study building donor relationships major donors updates membership programs backing up data disaster relief holiday letters major gift prospects volunteering National Change of Address vacation spare fields entering auction gifts communications general follow up Facebook the Ask gift entry Thank You donor retention Network for Good how to handle auction gifts legacy giving flash sales passwords Personalizing FundRaiser Spark phoning donors #GivingTuesday Constant Contact accounting software fundraising Resiliency memorial giving monthly giving FundRaiser Hosted donor profile End of Year Letters planning Congratulations budget merge fields development director on site training GoFundMe project grassroots campaign data entry publicity materials office online donations holiday giving targeted mailings GivingTuesday texting donors prospects nonprofit fundraising donor loyalty understanding giving trends word processor community arts nonprofits add ons donor advised funds donor Snow Birds recurring gifts donor prospects solicitors donor relations gift acceptance policy NCOA processing In-Kind gifts event management training role of nonprofits donor targeting Reminders change of address updating Tickles Volunteer module Facebook campaign small donations tech tip campaign management new nonprofit technical support holiday foundations training tip Alternative Addresses customer portal mailing Cloud password protection customer service motivation campaign pictures donor recognition community supported gardens gift notes field auction donation history community broadcasting anonymous donors Groupings ticketsales Excel donor contact information planned giving motivation code new features appeal letters Reporting to IRS relationship tracking user interface how-to videos animal rescue importing csv direct mail annual maintenance plan membership benefits FundRaiser Basic product news donor engagement pledges tribute gifts spreadsheets correspondance happiness transparency donor source mission driven donor attrition rate donor retention rate overview increasing giving amounts membersip benefits premiums adding personal notes to letters raffle banquet Donor Portal data analysis tax summary letters upgrading donors welcome packet New Year thank you letters giving levels new version brick campaign new leadership security features upgrade grants Company culture correspondence social media letter lapsed donor volunteers support donor slip appeal LYBUNTS Codes operating systems operational costs moves management fundraising letters endowment campaign email repeat donors new donors capital campaign SYBUNTS annual campaign alumni look and feel Thanksgiving ROI mode code PayPal merge notes personalizing letters reports segmenting donors

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