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

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