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.

Using Merge Fields for a Special Touch in Letters

ThankYouMary2

What happens when saying thank you isn’t enough? Your donors love to receive acknowledgement of your gifts, and these letters often include the phrase (or something similar) “thank you for your generous donation”. And yet, there are times, especially in the case of major donors, when you want to say more. How do you handle it?

On every gift within FundRaiser, there’s a “Letter Notes for Merging” field. This field is designed for you to type additional notes which can be inserted into a letter, such as the thank you letter. In this way, you can type a personalized note that will appear on the letter and customize it for each gift.

You’ll find the “Letter Notes for Merging” field on the notes tab of the gift. This field differs from the “in house” notes, which will remain within the program and cannot be merged into a letter. The field provides unlimited space for you to type a personalized note, and while this isn’t designed to replace the thank you letter, it can certainly provide a way to share appreciation. I wrote about this field when I recently talked about auction gifts.

However, there may be times when you want to put an additional post script or personalized note in your appeal, end of year, or other correspondence. For example, if someone had been a volunteer at an event last year and you wanted to invite them back or even provide a welcome message when sending out a first appeal or welcome kit if someone signs up at an event, this field would provide a place to do so.

Continue reading
3804 Hits
Wait a minute, while we are rendering the calendar
ROI Importing Data custom page board members holiday giving planned giving donor new nonprofit Snow Birds disaster relief National Change of Address spreadsheets user spotlights donation history security correspondance campaign management building donor relationships donor profile #GivingTuesday tax summary letters segmenting donors entering auction gifts phoning donors support correspondence community arts nonprofits corporate sponsors nonprofit fundraising annual campaign customer portal banquet grassroots campaign operational costs FundRaiser Spark Thanksgiving technical support happiness Volunteer module importing csv brick campaign donor retention gift entry appeal letters training charity golf tournaments event management spare fields merge notes training tip major gift prospects increasing giving amounts letter templates donor prospects NCOA processing look and feel memorial giving Alternative Addresses recurring gifts community broadcasting features add ons operating systems large donations new donors Reporting to IRS annual maintenance plan direct mail Thank You office texting donors user interface donor targeting donor slip fundraising letters membership benefits online donations Congratulations Crowdfunding Campaign donor preferences upgrade Network for Good legacy giving overview advanced tab FundRaiser Basic accounting software LYBUNTS mission driven pledges email Reminders alumni personalizing letters general data conversion arts change of address updating pictures mailing gift acceptance policy motivation ticket sales giving levels GivingTuesday In-Kind gifts donor loyalty motivation code Company culture Tickles role of nonprofits welcome packet understanding giving trends customer service donor contact information New Year backing up data how-to videos foundations Groupings updates giving history mode code grants repeat donors gift notes field campaign relationship tracking Resiliency thank you letters SYBUNTS Facebook campaign donor retention rate merge fields Facebook membersip benefits End of Year Letters volunteers appeal donor attrition rate donor attrition fundraising ticketsales new features announcements in honor of donations capital campaign development director upgrading donors reports salutation GoFundMe project targeted mailings Cloud government grants budget product news adding personal notes to letters social media small donations new leadership major donors raffle the Ask planning Personalizing lapsed donor donor engagement new version data entry membership programs animal rescue FundRaiser Hosted Excel holiday letters how to handle auction gifts Codes donor source holiday flash sales on site training prospects letter password protection anonymous donors donor recognition online donations data analysis Constant Contact volunteering vacation community supported gardens monthly giving PayPal case study publicity materials donor relations auction moves management tech tip follow up endowment campaign Task List premiums Donor Portal solicitors transparency communications tribute gifts passwords word processor donor advised funds

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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