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

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