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
3732 Hits
Wait a minute, while we are rendering the calendar
gift notes field PayPal government grants Crowdfunding Campaign donor data entry nonprofit fundraising tax summary letters donor attrition donor loyalty Network for Good role of nonprofits happiness Constant Contact donor attrition rate Tickles flash sales announcements data analysis passwords follow up Alternative Addresses planning Excel how to handle auction gifts fundraising donor recognition online donations donor retention rate features arts reports case study campaign mode code GivingTuesday community arts nonprofits social media appeal letters direct mail FundRaiser Spark donor advised funds gift entry motivation code development director segmenting donors small donations corporate sponsors Thank You donation history membership programs banquet giving history endowment campaign event management appeal volunteers brick campaign training tip prospects entering auction gifts NCOA processing membership benefits donor slip merge notes welcome packet understanding giving trends community broadcasting large donations Congratulations lapsed donor pictures increasing giving amounts accounting software online donations disaster relief Company culture letter on site training holiday giving custom page ticketsales annual campaign new version new features fundraising letters Thanksgiving raffle new leadership password protection auction user spotlights updates word processor new nonprofit transparency monthly giving tribute gifts Reminders charity golf tournaments membersip benefits #GivingTuesday alumni building donor relationships operating systems product news major gift prospects Task List technical support training Volunteer module communications moves management office Personalizing motivation mission driven Codes donor relations FundRaiser Hosted volunteering Importing Data grassroots campaign publicity materials merge fields Resiliency adding personal notes to letters planned giving Groupings backing up data New Year legacy giving Reporting to IRS new donors relationship tracking targeted mailings texting donors giving levels donor source End of Year Letters data conversion in honor of donations advanced tab the Ask repeat donors Snow Birds importing csv operational costs general phoning donors budget In-Kind gifts donor retention mailing overview ROI how-to videos community supported gardens National Change of Address memorial giving personalizing letters salutation gift acceptance policy ticket sales Facebook recurring gifts annual maintenance plan FundRaiser Basic grants campaign management Donor Portal change of address updating correspondence solicitors holiday letters look and feel correspondance support vacation premiums capital campaign letter templates security SYBUNTS pledges holiday foundations spare fields spreadsheets upgrading donors donor preferences tech tip user interface donor profile email board members donor contact information donor prospects customer portal customer service animal rescue major donors upgrade donor targeting add ons GoFundMe project LYBUNTS donor engagement Cloud Facebook campaign thank you letters anonymous donors

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