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
1047 Hits
Wait a minute, while we are rendering the calendar
understanding giving trends donor attrition rate nonprofit fundraising word processor passwords NCOA processing giving levels New Year event management ticket sales how-to videos look and feel donor relations Thank You membership programs new leadership In-Kind gifts data entry fundraising letters Congratulations custom page merge notes upgrading donors customer portal premiums motivation code merge fields in honor of donations Facebook new version prospects personalizing letters donor slip large donations giving history updates upgrade foundations password protection flash sales FundRaiser Basic happiness Alternative Addresses annual campaign tech tip tribute gifts correspondence new donors increasing giving amounts repeat donors segmenting donors appeal letters office salutation spreadsheets change of address updating phoning donors Donor Portal on site training legacy giving letter holiday letters Reporting to IRS targeted mailings development director membership benefits gift entry membersip benefits Network for Good appeal communications general publicity materials social media new nonprofit mailing operational costs #GivingTuesday user spotlights GivingTuesday annual maintenance plan GoFundMe project Excel thank you letters data conversion donor advised funds endowment campaign follow up ticketsales operating systems new features holiday pledges major donors reports capital campaign ROI online donations how to handle auction gifts FundRaiser Spark pictures the Ask online donations add ons arts alumni Tickles features campaign management tax summary letters recurring gifts security building donor relationships gift acceptance policy donor donor prospects FundRaiser Hosted Reminders welcome packet motivation grassroots campaign donor preferences planned giving auction support Volunteer module board members backing up data Facebook campaign donor engagement donor contact information Constant Contact customer service accounting software product news importing csv budget mode code adding personal notes to letters texting donors anonymous donors donor profile National Change of Address announcements raffle Task List donor loyalty charity golf tournaments donor attrition major gift prospects relationship tracking donor recognition community arts nonprofits role of nonprofits data analysis Snow Birds mission driven volunteers advanced tab donor retention Importing Data animal rescue direct mail transparency fundraising donor retention rate gift notes field banquet donation history planning donor targeting disaster relief brick campaign technical support Groupings Codes email PayPal small donations correspondance Personalizing Thanksgiving monthly giving training LYBUNTS donor source campaign moves management user interface government grants solicitors corporate sponsors community supported gardens overview case study lapsed donor community broadcasting grants SYBUNTS End of Year Letters Cloud vacation memorial giving Crowdfunding Campaign entering auction gifts letter templates spare fields Resiliency volunteering training tip Company culture holiday giving

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