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

Kim Klein
AnonDo_20190213-213125_1

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
Tags:
major donors tax summary letters anonymous donors
Tweet
Non-Profit Fundraising Tips
7360 Hits

Short Take: Reusing Last Year's Tax Summary Letter

Mary Lenker
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
Tags:
Codes word processor tax summary letters
Tweet
Tech Blog
6423 Hits

Producing End of Year Tax Summary Letters in FundRaiser

Trainer's Blog
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
Tags:
End of Year Letters tax summary letters
Tweet
Tech Blog
7581 Hits

The Who, What, and When of Tax Summary Letters

Sasha Daucus
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 taxes.an 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
Tags:
tax summary letters End of Year Letters appeal letters
Tweet
Non-Profit Fundraising Tips
29461 Hits
Wait a minute, while we are rendering the calendar
auction donor contact information ticketsales on site training planned giving Cloud merge fields Personalizing mission driven data analysis new version training tip major donors building donor relationships End of Year Letters volunteers donor attrition rate FundRaiser Hosted social media holiday letters thank you letters entering auction gifts NCOA processing online donations spreadsheets appeal letters pledges large donations annual maintenance plan event management alumni online donations FundRaiser Basic welcome packet follow up holiday giving prospects SYBUNTS PayPal raffle LYBUNTS campaign personalizing letters happiness #GivingTuesday importing csv passwords increasing giving amounts Tickles campaign management phoning donors role of nonprofits FundRaiser Spark New Year donor source donation history how-to videos donor profile community supported gardens gift acceptance policy gift entry vacation board members donor membersip benefits Constant Contact major gift prospects understanding giving trends product news Resiliency upgrade Volunteer module moves management legacy giving budget Codes targeted mailings texting donors donor advised funds In-Kind gifts capital campaign donor loyalty Thank You tax summary letters office pictures reports direct mail gift notes field relationship tracking fundraising how to handle auction gifts security overview repeat donors user spotlights tribute gifts upgrading donors Alternative Addresses membership benefits grants case study Company culture donor retention rate technical support GivingTuesday transparency Reporting to IRS corporate sponsors GoFundMe project recurring gifts correspondance advanced tab Importing Data flash sales operating systems foundations Donor Portal grassroots campaign volunteering custom page merge notes general small donations Reminders community arts nonprofits appeal giving levels customer portal lapsed donor data conversion annual campaign giving history planning correspondence user interface Crowdfunding Campaign endowment campaign updates government grants look and feel Excel Snow Birds fundraising letters mode code memorial giving support arts letter Congratulations membership programs animal rescue donor recognition add ons word processor donor engagement donor retention disaster relief letter templates adding personal notes to letters Network for Good in honor of donations brick campaign donor slip solicitors development director community broadcasting donor relations holiday premiums Task List announcements new donors National Change of Address publicity materials training motivation code banquet salutation email nonprofit fundraising Thanksgiving change of address updating monthly giving password protection anonymous donors data entry accounting software ticket sales donor prospects new features customer service tech tip motivation ROI spare fields new leadership donor attrition mailing the Ask communications donor targeting donor preferences Groupings new nonprofit backing up data Facebook campaign charity golf tournaments features Facebook segmenting donors operational costs

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