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
4046 Hits
Wait a minute, while we are rendering the calendar
flash sales correspondence transparency ticket sales event management SYBUNTS direct mail appeal letters spare fields endowment campaign follow up grants data conversion lapsed donor case study donor prospects customer portal features auction data entry Company culture Importing Data merge notes communications mode code Facebook campaign animal rescue pledges In-Kind gifts passwords online donations upgrade training product news user spotlights fundraising letters general customer service volunteering National Change of Address donor advised funds happiness foundations anonymous donors banquet prospects upgrading donors board members gift entry Groupings Tickles welcome packet role of nonprofits Personalizing community broadcasting holiday letters Cloud announcements how-to videos office donor annual campaign annual maintenance plan adding personal notes to letters major gift prospects publicity materials FundRaiser Basic membership benefits targeted mailings LYBUNTS community supported gardens alumni donor contact information NCOA processing monthly giving gift notes field salutation phoning donors small donations advanced tab fundraising donor recognition premiums training tip motivation code Excel tribute gifts texting donors planning new features donor loyalty how to handle auction gifts donation history backing up data memorial giving holiday appeal Codes donor targeting Crowdfunding Campaign tax summary letters giving levels understanding giving trends security ROI motivation custom page operating systems mission driven Reporting to IRS Alternative Addresses planned giving online donations add ons accounting software campaign management membersip benefits moves management donor relations New Year volunteers merge fields tech tip building donor relationships importing csv solicitors operational costs letter templates raffle Donor Portal campaign End of Year Letters gift acceptance policy entering auction gifts GivingTuesday reports Facebook nonprofit fundraising change of address updating donor profile letter Reminders Constant Contact donor attrition data analysis relationship tracking Congratulations thank you letters increasing giving amounts community arts nonprofits technical support recurring gifts segmenting donors charity golf tournaments holiday giving legacy giving corporate sponsors giving history donor attrition rate donor preferences new leadership major donors vacation #GivingTuesday development director Volunteer module Thank You Task List donor slip on site training email FundRaiser Hosted donor source arts mailing new donors new version new nonprofit overview look and feel grassroots campaign GoFundMe project word processor repeat donors donor retention Thanksgiving correspondance social media user interface Network for Good capital campaign donor retention rate donor engagement large donations spreadsheets the Ask personalizing letters password protection brick campaign pictures ticketsales support Snow Birds government grants budget FundRaiser Spark disaster relief PayPal updates in honor of donations membership programs Resiliency

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