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.

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
2008 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
2285 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
3327 Hits
Wait a minute, while we are rendering the calendar
user interface advanced tab accounting software spreadsheets corporate sponsors password protection banquet donor recognition mission driven merge fields pledges donor attrition donation history National Change of Address monthly giving foundations new version End of Year Letters Groupings government grants importing csv development director technical support Volunteer module targeted mailings community supported gardens fundraising letters thank you letters Reporting to IRS new leadership product news SYBUNTS donor mode code custom page donor slip giving levels grants Snow Birds donor loyalty Company culture in honor of donations major gift prospects solicitors training updates tax summary letters ticket sales raffle major donors NCOA processing lapsed donor animal rescue role of nonprofits word processor In-Kind gifts brick campaign case study Facebook Alternative Addresses Congratulations GivingTuesday add ons event management the Ask correspondence vacation Task List Excel building donor relationships endowment campaign donor retention rate welcome packet premiums data entry publicity materials phoning donors Thank You general Reminders volunteers arts Tickles board members Donor Portal grassroots campaign how-to videos annual campaign membersip benefits upgrading donors alumni Facebook campaign donor targeting Resiliency announcements ticketsales Thanksgiving volunteering capital campaign overview appeal letters segmenting donors spare fields user spotlights annual maintenance plan upgrade donor source office fundraising GoFundMe project online donations training tip LYBUNTS membership programs campaign management PayPal Personalizing ROI flash sales Codes budget giving history backing up data change of address updating understanding giving trends communications donor attrition rate social media recurring gifts customer service features follow up happiness relationship tracking Constant Contact motivation increasing giving amounts small donations operating systems donor profile donor preferences customer portal Network for Good gift notes field tribute gifts gift entry online donations moves management security motivation code #GivingTuesday charity golf tournaments community broadcasting Crowdfunding Campaign FundRaiser Spark donor contact information look and feel disaster relief membership benefits nonprofit fundraising tech tip operational costs on site training data analysis reports new features memorial giving data conversion community arts nonprofits pictures support

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