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?

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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.

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What can a new account analysis report tell you?

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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.

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Three Things To Prepare For Holiday Mailings

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As we enter the last quarter of the year, many organizations begin to think about their holiday fundraising campaigns. The holiday season, including the end of the year and all the associated holidays, is a big time of year for sending appeal letters and in the US, the January tax letters indicating the giving that had happened during the previous calendar year. Before you begin creating these mailings, try taking these three steps to ensure they’re reaching the right people and are cost effective for your organization.

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Getting The Most Out of the Software

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When I lead tours or teach classes, one of the most common refrains I hear from organizations is that they feel as if FundRaiser Software can do so much more than they’re currently using it for and they’re not sure how to tap into that potential. They’re not alone. So the question becomes, how can you utilize the software to its potential?

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What do you do with motivation codes?

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It’s easy to get overwhelmed with the coding of gifts in any donor management software. There’s motivation codes, which track what prompted your donor to give, and purpose codes, which track the way in which the gift will be used. Once you code a gift, other than running reports for the month (or year), what can do you do with them?

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Transitioning from FundRaiser Basic to Spark: Gift Codes

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One of the improved features when moving from FundRaiser Basic to Spark is increased coding and options for your gifts. In FundRaiser Basic, along with the amount and date given, there is a checkbox to send a thank you letter, as well as a field for the notes. The “source” code acts as a way to document what drove the gift, for example an appeal letter or an event.

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The Pros and Cons of Engaging Volunteers in Fundraising

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Dear Kim,

For years I have been told that board members and volunteers need to be trained and enlisted in reaching out, meeting with donors, thanking them and asking for support. I work somewhere that has prioritized that. But all of that comes with the cost of a lot of staff time. Some volunteers aren’t very good at it with training. What’s the downside of just having staff do that work?

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Transitioning from FundRaiser Basic to Spark: Donor Codes

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FundRaiser Basic offers three codes for donor records: a category code, a source code, and newsletter preferences. These three codes provide an excellent foundation for transitioning into FundRaiser Spark or even Select or Professional. Let’s look at each of the codes.

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My Experience: Moving from FundRaiser Basic to Spark

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After 5 years of using FundRaiser Basic, the organization I volunteer for decided to move to FundRaiser Spark. The 5 years we've been using Basic have been good to us, and Basic has played a significant role in that. The organization has stabilized donations at the level needed for our operations, and increased fundraising to create 'a little extra' each year. In a kind of feedback loop between success with fundraising and growing confidence, we've also been willing to try new things and expand our impact. Although quite happy with what we've been able to do with Basic, the time seemed right to give ourselves more power in our donor management software and to explore having a greater impact in our community. 

The move from Basic to Spark has been enjoyable and interesting. I've learned two basic things--

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What's A Volunteer Team

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Within your organization there may be times when you prefer to schedule teams of volunteers rather than individuals. Perhaps there are two or three people who enjoy performing certain duties at your events or who you know work well together. In this case, creating a volunteer team allows you to efficiently schedule them at the same time, as well as ensure that you have the required number of volunteers.

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Track Thank You Letter Effectiveness

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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?

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The Value of a Salutation

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As many of the letters being sent transition from paper to digital and even email is being replaced by text messages and push notifications on apps, it’s important to think about whether we still have a place for formal salutations. While politeness and courtesy will never go out of style, too often when we call someone Mr. or Ms., such titles are eschewed for the person’s first name. When appealing to donors, what salutation should you use?

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What are "DAFS"?

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Dear Kim,

I am an inexperienced board member for a small tutoring program. We had a guest speaker on fundraising that someone arranged for us and he went on and on about DAFs and how we should find donors with DAFs. Each of us on the board thought the others knew what he was talking about but afterwards it turned out none of us knew. Do you know? We felt stupid that we didn’t ask him and now we have renamed our board Daffy and the Dumbclucks.

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Effectively Track Online Donations

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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.

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Board Member Paying Staff Member Extra

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Dear Kim,  

I chair the board of a small religious organization.  Each employee has to raise a certain amount toward their salary and this amount is set by the board, as are the salaries. Recently it came to my attention that one employee is receiving additional support from a board member who provides a designated gift for that individual’s support. I was caught off guard to find that this individual is making more money than we knew and that a particular board member is providing it.  This seems like money laundering to me. The board member is making a financial gift to a family, and running it through the non-profit so that it can be tax deductible. Is there an IRS rule, or a piece of governance that would prevent this sort of thing from happening? 

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Can FundRaiser Track Volunteers?

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Many organizations separate volunteer management from donor management, which means that often two separate systems are involved. Volunteer Coordinators often rely on spreadsheets or personalized databases to track who is actively volunteering, when they work, scheduling, and even tracking availability, skills, or work preferences. Grouping these volunteers into teams or crews becomes problematic, because it is often a manual process. Since many volunteers also financially support an organization, wouldn’t it make sense to have them both in the same database?

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The Power of Volunteer Reports

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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?

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Summer Savings When You Update FundRaiser!

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Happy Summer! If you are a FundRaiser user, and your Annual Maintenance Plan (AMP) has been expired for longer than six months, you can renew and update FundRaiser at a special lower price. The usual cost to update is $200-$400 to bring your license up to the latest version; however, we're offering you two ways to save when you update your FundRaiser license this summer!  

Update & Renew your AMP

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Preparing your fundraising database for what's coming next

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Summer can be a slower time of the year for many non-profit organizations, which gives us a unique opportunity to look ahead and prepare for upcoming projects.

Some of you have already begun preparing for your Fall fundraising campaigns. We are happy to help you get ready by setting up integrated online donations, creating new Pledge levels, or helping you accept and acknowledge Tributes gifts.

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Are your gift codes aligned with your Gift Acceptance Policy?

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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?

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