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
2278 Hits
Wait a minute, while we are rendering the calendar
Snow Birds volunteering donor contact information National Change of Address new leadership Personalizing letter FundRaiser Basic #GivingTuesday recurring gifts technical support prospects fundraising corporate sponsors communications Cloud donor retention rate holiday letters follow up tribute gifts fundraising letters relationship tracking phoning donors features Thanksgiving advanced tab charity golf tournaments custom page moves management new nonprofit segmenting donors welcome packet transparency product news Reminders correspondence office giving levels brick campaign Excel FundRaiser Hosted importing csv overview Network for Good vacation personalizing letters Volunteer module planned giving operating systems budget motivation code donation history membership benefits Constant Contact upgrade donor attrition Donor Portal Thank You capital campaign campaign management annual campaign increasing giving amounts merge notes holiday mission driven customer portal publicity materials general gift entry donor recognition reports understanding giving trends data entry change of address updating case study giving history operational costs donor relations on site training grants grassroots campaign the Ask community supported gardens major gift prospects LYBUNTS backing up data donor source development director large donations donor appeal letters security look and feel solicitors direct mail lapsed donor donor preferences letter templates premiums FundRaiser Spark mailing raffle Facebook campaign donor targeting Task List motivation online donations memorial giving campaign endowment campaign repeat donors volunteers texting donors targeted mailings annual maintenance plan add ons role of nonprofits passwords donor retention legacy giving gift notes field ticket sales nonprofit fundraising donor advised funds data conversion board members merge fields updates Reporting to IRS animal rescue donor loyalty foundations SYBUNTS tax summary letters data analysis Facebook GivingTuesday small donations appeal event management gift acceptance policy donor attrition rate online donations monthly giving alumni Resiliency membersip benefits ticketsales donor profile user interface membership programs Importing Data PayPal in honor of donations major donors Codes entering auction gifts Tickles pictures building donor relationships new donors email holiday giving Groupings mode code password protection ROI pledges End of Year Letters community broadcasting donor engagement support New Year training word processor banquet how to handle auction gifts upgrading donors adding personal notes to letters happiness Crowdfunding Campaign new features salutation government grants Alternative Addresses donor slip user spotlights spare fields anonymous donors GoFundMe project announcements customer service training tip donor prospects correspondance flash sales accounting software NCOA processing spreadsheets Company culture social media new version Congratulations auction In-Kind gifts planning arts tech tip thank you letters disaster relief community arts nonprofits how-to videos

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