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.

Reports Vs. Groupings: What's The Difference?

66

One of the most common questions that customers ask is: what’s the difference between a report and a grouping? When someone needs a list of people, for example like a specialized mailing list for donors, they talk about needing a “report” of those donors. A lot of the difference between reports and groupings is simply a matter of terminology, so let’s break that down within FundRaiser Software.

Continue reading
3587 Hits

What can a new account analysis report tell you?

65

FundRaiser software has several different analytical reports that can help you and your organization look more deeply into your data. While some of them, such as the donor level report or the donor period comparison report provide gift and monetary totals, which are easily used to determine giving levels over a set period of time, other reports give plain statistical data.

Continue reading
3168 Hits

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
2080 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
1955 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
2067 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
1950 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
2268 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
2158 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
2207 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
2100 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
2309 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
2033 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
2249 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
2202 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
2899 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
3125 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
3649 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
3352 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
2713 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
5374 Hits
Wait a minute, while we are rendering the calendar
upgrading donors donor attrition rate PayPal development director donor source capital campaign small donations donor prospects flash sales upgrade Network for Good how-to videos new features donation history donor preferences ticket sales Importing Data email membership benefits planned giving follow up endowment campaign donor targeting holiday giving donor engagement event management on site training #GivingTuesday online donations membersip benefits importing csv Donor Portal data entry Thanksgiving major donors personalizing letters donor relations security technical support In-Kind gifts Personalizing GoFundMe project GivingTuesday ROI mailing brick campaign pictures holiday Codes communications vacation budget in honor of donations Resiliency premiums Thank You Constant Contact transparency Excel letter templates advanced tab correspondence training features legacy giving alumni overview pledges data conversion customer service repeat donors raffle donor retention rate operating systems volunteers board members happiness Congratulations membership programs Tickles memorial giving Facebook phoning donors major gift prospects building donor relationships banquet FundRaiser Basic updates entering auction gifts auction donor retention passwords merge notes planning volunteering motivation code appeal community supported gardens government grants tech tip letter recurring gifts corporate sponsors Company culture word processor motivation password protection data analysis announcements campaign arts National Change of Address accounting software spare fields large donations annual campaign texting donors Crowdfunding Campaign FundRaiser Hosted adding personal notes to letters disaster relief grassroots campaign how to handle auction gifts operational costs Reminders tax summary letters support community broadcasting holiday letters community arts nonprofits new leadership End of Year Letters targeted mailings donor foundations customer portal add ons donor advised funds social media lapsed donor donor attrition prospects animal rescue thank you letters fundraising training tip online donations Facebook campaign direct mail correspondance merge fields the Ask segmenting donors Reporting to IRS gift notes field new donors ticketsales general New Year donor loyalty donor contact information giving levels NCOA processing giving history welcome packet mission driven annual maintenance plan spreadsheets salutation office mode code appeal letters campaign management product news donor slip Volunteer module moves management user spotlights Groupings Task List fundraising letters gift acceptance policy Alternative Addresses understanding giving trends donor profile new version case study look and feel backing up data Snow Birds charity golf tournaments nonprofit fundraising change of address updating anonymous donors reports SYBUNTS new nonprofit relationship tracking tribute gifts donor recognition LYBUNTS publicity materials user interface monthly giving gift entry custom page increasing giving amounts Cloud solicitors role of nonprofits grants FundRaiser Spark

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