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


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

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:

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