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

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