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.

Handling Holiday Auction Gifts

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Auctions are a popular part of holiday fundraising and festivities. People are often looking for gifts and a charitable donation while they’re marking off items on their holiday list creates a great way to raise funds and provide value to your donors. Auctions also provide a way for local businesses to promote themselves and do good in the local community. Once the auction is over, how do you enter in the money raised from the auction?

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3 Important In-Kind Gift Entry Tips

3 Important In-Kind Gift Entry Tips
1.  Mode Code Denotes In-Kind or Monetary

When entering a gift in FundRaiser, the Mode Code is used to differentiate not only between methods of payment (cash, check, charge, etc.) but also between monetary or in-kind donations. When you create a Mode Code you must specify whether that code will be monetary or in-kind. A Mode Code is always one or the other, and each gift requires a Mode Code. You may have multiple codes, as is usual in FundRaiser, which allows for specific types of in-kind donations. For instance, one of our users is a diaper bank, and, while they accept many infant-related types of in-kind donations, they need to keep diaper donations separated from others. The easiest way was to have, simply, a "diaper" Mode Code. When running various reports, you can specify to include monetary, or in-kind, or both types of donations. Use these codes to your advantage.  And check out the Coding & Spare Fields training video in the Customer Portal section of our website.

2.  Use the Merge Notes for Descriptions

On each gift record is a "Letter Notes for Merging" section. It is primarily used for notes that will then be merged into thank you letter templates. And for monetary gifts, these are usually personal greetings, of sorts, like "Gee, it was great to see you", or "Glad to see you've recovered from surgery", or something else to more personalize the thank you letter. For In-Kind donations, this is a great place to put a description of the items (or services) that were donated. It makes a permanent record as well as an easy way to pull that description in to a thank you letter.  More information on entering gifts is available in both the FundRaiser Overview and Recurring Gifts training videos available in the Customer Portal section of our website.

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Short take: Changing Merge Field Criteria In Letter Templates

Short take:  Changing Merge Field Criteria In Letter Templates

When updating a previous letter, it's important to review the criteria for the merge fields. This is especially true when using merge fields that input a total of all gifts or a list of gifts which meet certain requirements. For example, you may want to make the total of the gifts include the current year to date, rather than the date range used previously.

You can remove and then insert the merge field again to bring up the list of criteria to make those changes; however, there's an easier way to do this. Double click on the capital letter or symbol preceding the field name in brackets. This will open up the criteria window where you can make changes to the criteria and click okay to save it. Then, save your letter again.

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

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