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.

Anonymous Donors


Dear Kim,

I am the ED of a medium sized organization (budget just over $3 million). We raise $1 million from government (we hope that continues), $1 million from fees and rentals, varying amounts from foundations and about $600,000 from individuals. I recently solicited and got a gift of $50,000 but the person made me swear I would never tell another soul where the money came from. I did, but later wondered if that was the right thing to do. What are the protocols for anonymous donors? Can you have a donor that only one person in the organization knows about? If not, should I go back to this person and explain that I made a mistake?

Continue reading
915 Hits

Short Take: Reusing Last Year's Tax Summary Letter

Short Take: Reusing Last Year's Tax Summary Letter

If you are going to use last year's letter, it is good to review the letter in FundRaiser’s Word Processor, if the letter was used in FundRaiser previously. One of the common problems we see in Tech Support regarding Tax Summary letters is when people would like to use the letter from last year, and it isn't showing the right gift amounts. That’s easily solved. 

With the letter open in FundRaiser, click on the Gift List or Gift Total Function code and make sure that the date range is in the right year. You can also remove the merge function for the total giving or gift list and reenter it, and that will allow you the opportunity to reenter the date range. 

Continue reading
3294 Hits

Producing End of Year Tax Summary Letters in FundRaiser

Producing End of Year Tax Summary Letters in FundRaiser

It's time to produce Tax Summary letters (also called End of Year letters) again. They are usually sent in January after the last donation for the year is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One

First, start by deciding how you want to list the donations in your letter. Two merge functions found in the FundRaiser word processor are used specifically for this type of letter.

Continue reading
3695 Hits

The Who, What, and When of Tax Summary Letters

The Who, What, and When of Tax Summary Letters

What is an End of Year letter? Usually it is one of two things:

a letter which contains a summary of all donations that a donor has made to your organization in the past year. This is sent in January, to help donors with their appeal letter which is sent in November and December to solicit donations.

This article will go more in depth about tax summary letters. You might be surprised at the return you get from this simple and helpful correspondence.

Continue reading
21229 Hits
Wait a minute, while we are rendering the calendar
product news arts solicitors increasing giving amounts Cloud correspondence Congratulations Reporting to IRS personalizing letters ticket sales donor engagement Facebook campaign operational costs merge notes online donations GoFundMe project donor attrition rate government grants animal rescue ROI upgrading donors annual campaign flash sales Crowdfunding Campaign major donors monthly giving phoning donors donation history donor loyalty new version Task List Constant Contact major gift prospects Excel Thank You letter charity golf tournaments PayPal accounting software spare fields community arts nonprofits segmenting donors social media FundRaiser Spark auction giving levels training tip data conversion how to handle auction gifts overview follow up fundraising letters advanced tab ticketsales new features membership benefits custom page In-Kind gifts community supported gardens brick campaign motivation mission driven disaster relief security announcements donor slip new donors holiday letters capital campaign tax summary letters gift entry Facebook Importing Data pictures community broadcasting general Company culture donor attrition #GivingTuesday understanding giving trends case study Reminders nonprofit fundraising look and feel New Year donor prospects technical support donor retention Thanksgiving LYBUNTS small donations FundRaiser Hosted Codes board members GivingTuesday memorial giving training campaign management password protection lapsed donor volunteering features corporate sponsors publicity materials End of Year Letters donor preferences backing up data donor advised funds donor profile adding personal notes to letters happiness customer portal texting donors email membersip benefits donor retention rate premiums reports annual maintenance plan prospects office mailing Network for Good in honor of donations banquet relationship tracking add ons Volunteer module correspondance online donations new nonprofit letter templates budget Groupings tech tip recurring gifts endowment campaign user interface merge fields large donations moves management spreadsheets pledges user spotlights data analysis donor source Tickles planned giving transparency appeal word processor gift acceptance policy on site training operating systems communications Snow Birds FundRaiser Basic building donor relationships National Change of Address donor recognition gift notes field holiday development director donor Donor Portal event management appeal letters grants anonymous donors updates targeted mailings salutation SYBUNTS grassroots campaign customer service entering auction gifts donor relations welcome packet change of address updating volunteers the Ask alumni motivation code planning Personalizing fundraising NCOA processing passwords donor targeting how-to videos support raffle holiday giving tribute gifts donor contact information importing csv Alternative Addresses thank you letters role of nonprofits campaign Resiliency new leadership foundations legacy giving giving history repeat donors membership programs direct mail data entry upgrade mode code vacation

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