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
3384 Hits
Wait a minute, while we are rendering the calendar
adding personal notes to letters GivingTuesday tech tip personalizing letters LYBUNTS user interface government grants Resiliency support budget recurring gifts community arts nonprofits security donor retention rate donor targeting social media follow up user spotlights Alternative Addresses alumni spare fields FundRaiser Spark publicity materials tax summary letters membership programs National Change of Address flash sales Reminders End of Year Letters new leadership Thank You In-Kind gifts solicitors pictures mode code features corporate sponsors fundraising letters new donors Codes reports targeted mailings FundRaiser Hosted grants donor relations Personalizing passwords vacation large donations operating systems community broadcasting motivation donation history look and feel gift notes field major gift prospects appeal community supported gardens training capital campaign NCOA processing email new version increasing giving amounts Donor Portal PayPal accounting software foundations donor engagement lapsed donor Thanksgiving Network for Good board members donor loyalty phoning donors Facebook campaign data analysis animal rescue donor source annual maintenance plan donor Tickles planning membersip benefits mailing banquet appeal letters how to handle auction gifts advanced tab grassroots campaign membership benefits gift acceptance policy holiday merge fields memorial giving giving levels donor recognition overview charity golf tournaments raffle nonprofit fundraising spreadsheets backing up data texting donors online donations building donor relationships tribute gifts New Year word processor Crowdfunding Campaign moves management operational costs understanding giving trends new nonprofit donor prospects Congratulations office brick campaign direct mail Reporting to IRS Importing Data how-to videos segmenting donors auction giving history merge notes custom page development director small donations salutation data entry role of nonprofits technical support upgrading donors relationship tracking SYBUNTS entering auction gifts Task List motivation code donor profile Facebook holiday giving in honor of donations ticketsales annual campaign donor advised funds general planned giving GoFundMe project Excel announcements legacy giving fundraising campaign management new features importing csv mission driven password protection donor slip arts case study donor retention endowment campaign repeat donors premiums monthly giving volunteers communications donor attrition online donations product news ticket sales Volunteer module happiness event management updates Snow Birds change of address updating the Ask Company culture letter templates major donors ROI prospects correspondence pledges transparency Groupings customer service volunteering customer portal disaster relief thank you letters correspondance Cloud welcome packet #GivingTuesday donor preferences holiday letters on site training anonymous donors add ons FundRaiser Basic upgrade training tip donor contact information donor attrition rate letter gift entry data conversion Constant Contact campaign

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