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

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?

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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. 

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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.

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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 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.

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

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