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.

Track Thank You Letter Effectiveness

ty_letter_tracking_header

Have you ever thought about tracking the repeat donors from the thank you letters they receive? Do you include an ask or a reply coupon in the thank you letters to solicit additional donations?

It’s not a common thing to do, and yet, by generating another ask, you may be surprised by how many people will donate again. How would you track responses to thank you letters?

Continue reading
52 Hits

Effectively Track Online Donations

54_online-donation-report

FundRaiser Software customers are already used to our Donation, Deposit, and Donor Reports for tracking donations. But for those who also use our Donor Portal it’s important to see what donations came in strictly through online means. The Online Donation report provides the same functionality as these other reports; however, it defaults to showing only gifts that came directly through the Donor Portal.

Continue reading
59 Hits

The Power of Volunteer Reports

volunteers-2

When it comes to keeping track of your volunteers there are several important pieces of information it’s helpful to know at a glance. Who are your volunteers? When did they work? How many hours your volunteers have worked and how much have they saved your organization over the course of a year?

Continue reading
92 Hits

Are your gift codes aligned with your Gift Acceptance Policy?

53_GAPandcodes

When an organization creates a Gift Acceptance Policy (GAP) it outlines the types of gifts that it will, and won’t, accept. This policy is often written down and stored in a company handbook or provided internally for volunteers and employees to use. And yet, when a gift gets entered into FundRaiser, are you able to follow up on it through reporting to see how certain gifts are contributing to your organization’s bottom line?

Continue reading
139 Hits

Measuring Campaign Progress

51_header

I think every organization wonders how their campaign is doing, and not just in a direct monetary sense, but also in terms of momentum. Are you gaining more new donors? Have things leveled off a bit? Are you progressing?

When the donations stop coming in for a long-term campaign, it’s easy to notice a stall. Running a Donation Report ordered by Date of Gift, will show you the cutoff point. Depending on how long ago that was, the report can help you guide your future strategy.

But what if donations don’t stop completely?

Continue reading
150 Hits

We've Updated Our Training Schedule

50-b_header

Beginning in May, you’ll notice some of the classes that we have on our training schedule will have new names. In addition, you’ll find the class schedule has been reorganized to allow you to complete our three core classes in the same weeks. We’ve made these changes in the hopes of streamlining your training experience as well as providing more descriptive names for the classes.

So what’s changed?

Continue reading
149 Hits

Identifying Lapsed Donors

lapsed-donor-outreach

The goal of a nonprofit organization is to acquire and keep a stable, and growing, donor base. Preferably these donors give often, at least once a year, if not quarterly, or even monthly. And yet, in the day to day operations of the organization, it’s easy to lose track of the donors who simply have stopped giving.

Donors stop connecting with your organization for many reasons, but probably the two largest are either due to financial circumstances changing or it simply slipped their mind. In our busy lives, “out of sight, out of mind” happens all too often, and not just with the causes we want to support. Before we can reconnect with our donors we need to identify who has lapsed.

Continue reading
214 Hits

Looking Deeper Into the Donor Period Comparison Report

chartgrap_20190205-192630_1

The Donor Period Comparison Report (available on FundRaiser Select and Professional) provides a powerful way to receive an overview of your donors’ giving over several set time periods. From monthly to quarterly, semi-annually, or yearly, this report allows you to see a list of all your donors (or just a selection) and the totals of their giving for each period. In one glance you can chart trends, view donors who haven’t given and even see percentage and dollar amounts of the increase or decrease in giving.

Continue reading
194 Hits

Using FundRaiser Reports to Support Your Capital Campaign

ReportsMajorDonor

When looking if your organization has what it takes to succeed with a capital campaign, FundRaiser reports can help. As a rule of thumb, fully one third of your goal will be met by only 10 to 15 donors, and that the next third will be met by another 75 to 100 donors.  While you may have a good idea if you have that kind of commitment from a large enough pool of donors and who those top donors are, it would be asking a bit much that you also, off the top of your head, know who those next hundred top donors might be.  So here are a few ideas that can help:

1.  Use the Donor List Report in Amount Order

The Donor List report can be set up to list donors in order of their giving amounts, with the largest donors always at the top of the list.  You can limit the range of gifts in many ways, to consider only monetary gifts, for instance, or to look at just a certain time period in the recent past.  And, when you are previewing the report, you can choose to print only the first few pages (or whatever number you need) to get the top 115 or so donor names, based on your selection criteria.

Continue reading
251 Hits

Using Reports To Set Fund Raising Goals

ReportsDonor

With the start of a new year, there’s a good chance that you’re already well into strategic planning for 2019. No doubt you have a list of goals to achieve such as a certain number or percentage increase in new donors, more consistent donor acquisition, and an increase in total giving or perhaps getting your major donors to increase their giving by a certain percent. No matter your goal, FundRaiser Software has reports which will help you track and reach these goals. 

Increasing the Overall Number of Donors and Prospects

Continue reading
211 Hits

Three Tips for Managing Your FundRaiser Codes

PrintCodeListin_20181023-195919_1

When you’ve used a database for any length of time it’s easy to become overwhelmed by the amount of codes you have. The power of codes is that they’re what the system uses to show you data. Too many, and you won’t know what information you can obtain or how you’ve coded your donors to get it. Just like we do “spring cleaning” at home, it’s a good idea once or twice a year, usually spring and fall, to do a review of the codes in your database. These three tips can help.

1.  Use the Code Listing Report (Reports > Code Listing) to see what you have

When running this report, check the box that says “show inactive codes” so you can see every code in your system. Then review the report to see what codes can be marked as inactive (or hidden) so that you don’t see them during day-to-day data input or if you have duplicate codes which need to be merged.

Continue reading
385 Hits

Short take: Making Event Participants into Regular Donors

Even_20181016-171706_1

 Your event was a smashing success and you raised a lot of money. After entering the participants into FundRaser, you might be wondering what the next steps are. How do you convert them to prospective, and hopefully future, donors?

First, make sure you’ve coded them as having been a participant at the event. This could be using the motivation code from their gift or ticket purchase to attend or even just a category code. If you have FundRaiser Professional, our Campaign Management Module is a great way to keep track of complex events and their participants.

Continue reading
436 Hits

Solicitor Codes & Reports: Not Just For Major Donors

SolicitorRepor_20180907-153858_1

When it comes to solicitors, most organizations think of them as something only major donors have, and if the organization works primarily in smaller dollar donations, then they might not use solicitors. However, solicitors are an excellent idea if you like to track your donors’ influencers. Our solicitor code and report will make it easy.

The Donor Solicitor Code can be found on both the Codes tab as well as the Name Details > Misc. tab and is traditionally thought of as a way to show which volunteer or board member is assigned to solicit, or encourage, donations from that particular donor. Because most organizations don’t have someone working with each and every donor, the donor solicitor code is often used only for major donors.

Continue reading
636 Hits

Short Take: Tracking Commemorative Donations, Part 2: Period & Misc. Codes

CommemorativeBricks2

In the first blog about commemorative donations, I talked about how to use notes to document elements of the gifts such as inscriptions or even the specific reason for the gift. If your organization uses FundRaiser Professional, you have two additional tools at your disposal: Period and Miscellaneous codes.

These additional codes can be found on the “Edit Other” tab of your gift entry, right next to the information where you would note any non-tax deductible portions of the gift. FundRaiser doesn’t provide any sample codes for these two items, because they’re designed to be customized to meet the organization’s individual needs.

Continue reading
636 Hits

Short Take: Variations on LYBUNT/SYBUNT

LYBUNT

As we move into the second half of the year, it’s a good time to start thinking about donors who have given last year, or even some year, but not yet this year. Built into the FundRaiser reports are options for LYBUNT (Last Year But Not This Year) and SYBUNT (Some Year But Not This Year). These are both great tools to determine donors who have given during your last calendar (or reporting year if it’s different) year, but not this one, and begin to extend your outreach to those individuals.

However, did you know that in our groupings options, we offer even more variations on the traditional LYBUNT/SYBUNT criteria?

Continue reading
718 Hits

5 ways your donor management software can help create a thriving membership organization

Membership5

Key to a thriving membership organization, is giving each member the sense that they are your most important. How can you do that, when members have different reasons for joining and different preferences for how you communicate with them? Your donor database can be your closest ally. With it, you can tune in to what it is that motivates a person to be a member, and record special preferences. That will help you to give each member the sense that you have them specifically in mind when you communicate with them, even as your membership continues to grow.

1. Make each member feel like they are your most important member

In a donor database, each donor/member has a record where you can enter information that is specific to that member. These specifics can be as basic as name and contact information, however to truly personalize your communications you need to go well beyond that. By recording information on what is important to a particular member about your organization, you can tailor your messages to speak to those interests. If you know what brought a member to your organization to begin with, what events each person participates in, and what friends, business associates or relatives of a particular member also belong to your organization, you are well on your way to understanding how to best connect with a particular member. 

Continue reading
576 Hits

Case study: Making members feel like they are the only one in your database

MembershipCaseStudyIRLT

This case study from the files of FundRaiser demonstrates how effective a membership program can be to increase donor loyalty. Original published in 2008. 

Indian River Land Trust, where Melanie Jones works as the Membership and Events Coordinator, is a completely membership-based organization. Instead of donor drives, they have membership drives. For Jones, "the most important aspect of my job is knowing my members and making them feel like they are the only member in our database." FundRaiser Select helps her to accomplish that. "With FundRaiser, we can be as specific as we want with each donor entry. We can record the information that lets us know the interests of each member."

Continue reading
645 Hits

3 Tips for Identifying Capital Campaign Donors In FundRaiser

3 Tips for Identifying Capital Campaign Donors In FundRaiser

Tony Poderis suggests that, in a capital campaign, fully one third of your goal should be met by only 10 to 15 donors, and that the next third will be met by another 75 to 100 donors.  While you may have a good idea who those top donors are, it would be asking a bit much that you also, off the top of your head, know who those next hundred top donors might be.  So here are a few ideas that can help:

1.  Use the Donor List Report in Amount Order

The Donor List report can be set up to list donors in order of their giving amounts, with the largest donors always at the top of the list.  You can limit the range of gifts in many ways, to consider only monetary gifts, for instance, or to look at just a certain time period in the recent past.  And, when you are previewing the report, you can choose to print only the first few pages (or whatever number you need) to get the top 115 or so donor names, based on your selection criteria.

Continue reading
2658 Hits

Preventing Code Creep to Keep Reports Accurate

Preventing Code Creep to Keep Reports Accurate

When several different people are entering codes into FundRaiser, ‘code creep’ can occur. Code Creep is where several different codes are used to designate the same type of gift. This creates complications when you want to get the data out of FundRaiser for a report. Because codes are the main way that you get data out of FundRaiser, keeping codes consistent will ensure that your reports accurately reflect all the data you have entered into FundRaiser on a particular topic.   

To prevent code creep, make sure that everyone who is entering codes understands your conventions. Basic training on using FundRaiser and on your coding conventions is important. Also the program settings allow you to limit certain people’s use of the program to only the areas that are needed for the job they are doing. The Administrator can do this by going to Options > User Set Up to  

Continue reading
2308 Hits

5 Main Steps of Data Entry Work Flow in FundRaiser Software

5 Main Steps of Data Entry Work Flow in FundRaiser Software
Establishing a Work Flow for your FundRaiser Database

Writing down an established work flow for entering gifts and name data after a fundraising event is one of single best things you can do to increase your donor management effectiveness. What's more, it creates a good working atmosphere and makes routine work a pleasure, even relaxing after the hectic pace of a fundraising event. What you need in your database will be put there effectively, free of unnecessary mistakes, or need to backtrack. Making it a regularly scheduled task is one great way to increase your all-around effectiveness. The frequency of the task, whether daily or weekly, will depend on the volume of gifts, of course, but it should be a part of the office routine.

Write it down as a task outline, laying the steps out in logical order. The ease of working will be a reward to continue doing the task. It also helps when the person who normally does the data entry is out sick, or is promoted to another position, or is otherwise taken out of the data entry picture. The person who takes over will appreciate having those steps in logical order, with hints, tips, and tricks in their appropriate places along the way. Here's a suggested flow that will work for most nonprofits. Adapt it as needed to make it right for your nonprofit's needs.  

Continue reading
4441 Hits
Wait a minute, while we are rendering the calendar
giving history donor source letter templates Task List banquet follow up prospects product news announcements the Ask planned giving Cloud advanced tab reports repeat donors merge fields foundations new donors gift notes field Groupings accounting software upgrade charity golf tournaments alumni updates premiums FundRaiser Hosted Facebook Snow Birds volunteers Codes on site training Tickles targeted mailings Congratulations End of Year Letters solicitors giving levels community broadcasting auction donor targeting membership benefits tribute gifts spare fields Thank You mission driven animal rescue look and feel #GivingTuesday custom page SYBUNTS legacy giving online donations pictures membersip benefits segmenting donors donor advised funds happiness raffle donor slip increasing giving amounts communications Resiliency New Year Reporting to IRS understanding giving trends donor attrition rate building donor relationships Alternative Addresses texting donors disaster relief annual maintenance plan Facebook campaign welcome packet flash sales event management donor tax summary letters LYBUNTS motivation grants correspondance customer service endowment campaign password protection technical support community arts nonprofits donation history ROI appeal letters Personalizing PayPal online donations nonprofit fundraising large donations mode code salutation how to handle auction gifts Excel role of nonprofits publicity materials National Change of Address small donations brick campaign community supported gardens user spotlights data analysis donor loyalty government grants spreadsheets annual campaign gift entry donor profile Volunteer module training merge notes Importing Data new leadership membership programs donor attrition GoFundMe project vacation social media in honor of donations upgrading donors correspondence gift acceptance policy major donors personalizing letters Thanksgiving Company culture volunteering office phoning donors transparency motivation code campaign management Crowdfunding Campaign fundraising letters recurring gifts donor retention rate budget customer portal development director backing up data ticketsales data conversion adding personal notes to letters tech tip donor preferences thank you letters major gift prospects moves management ticket sales training tip grassroots campaign overview Constant Contact support monthly giving Reminders new version relationship tracking security data entry Donor Portal operating systems anonymous donors capital campaign NCOA processing new nonprofit FundRaiser Basic Network for Good case study features corporate sponsors user interface FundRaiser Spark direct mail new features GivingTuesday In-Kind gifts donor recognition board members general add ons entering auction gifts importing csv operational costs donor contact information arts change of address updating word processor lapsed donor how-to videos memorial giving fundraising pledges

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