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.

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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Small, Local Groups Struggling to Keep Donors

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Dear Kim,

I work in an arts program that serves very poor public schools in a very poor state. Without us, 2nd -5th graders in public schools in our area would have NO arts program at all. We have no government funding and little foundation funding. We have built a base of donors and we squeeze every nickel. This year I am so discouraged by the number of donors who have said they are cutting back their giving so they can give to the ACLU or Planned Parenthood. For the record, I totally support those organizations and what they do, but how can I keep our donors? What we do is still important.

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3 Things To Do When Your Campaign Stalls

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It’s never easy, or fun, when a campaign stalls. Running out of momentum halfway through a five-year campaign, for example, may leave you with what seems like an insurmountable mountain to climb to get going again. And there’s the impact to your organization, especially if you’re fundraising for a major project.

There are usually four reasons why campaigns stall. The first is a lack of prospects. Not having very many major donors, or a lack of donor cultivation (Did you know it can take 18 to 24 months to fully cultivate a major donor?) may leave your organization with a small amount of people from which to initially draw. The second main reason is a lack of infrastructure, such as a donor database, volunteer training, and methods of cultivating your donors. Good news! If you’re reading this blog, there’s a good chance you’re using FundRaiser Software, which puts you one step ahead and can help you with the first two reasons. The third reason is a lack of planning, including a campaign feasibility study. And finally, the last reason may be timing, which often is outside of our control such as an economic downturn happening in the middle of a long-term campaign.

Generally campaigns stall due to a combination of factors. So what can you do when that happens?

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Why Do We Need a Gift Acceptance Policy?

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Dear Kim,

A colleague is working with you on a capital campaign and she says you have insisted that the organization create a “Gift Acceptance Policy.” I brought this to our board of directors and they said it should just be “We accept all gifts.” We all laughed. I don’t mean to be disrespectful but what is the point of having such a policy? What kind of gifts would you not accept? That doesn’t even make sense.

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Two weeks left on our Spring Sale to take FundRaiser to the Cloud

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Spring is turning to summer, and as it does the FundRaiser Hosted sale is coming to an end. If you are interested in moving your FundRaiser program to the Cloud at a special lower cost, you have just until  the end of May. Hosted is a fast, secure online FundRaiser, and available to everyone who is already a FundRaiser desktop customer.

Why Professional Hosted?

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Measuring Campaign Progress

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I think every organization wonders how their campaign is doing, and not just in a direct monetary sense, but also in terms of momentum. Are you gaining more new donors? Have things leveled off a bit? Are you progressing?

When the donations stop coming in for a long-term campaign, it’s easy to notice a stall. Running a Donation Report ordered by Date of Gift, will show you the cutoff point. Depending on how long ago that was, the report can help you guide your future strategy.

But what if donations don’t stop completely?

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Spending Money To Raise Money

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Dear Kim,

You’ve often said, “You have to spend money to raise money.” But how much is enough? What’s the ideal ratio of fundraising expenses to income? 

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Creating Value with Non-Ask Events

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Most of the time organizations offer donors reciprocated value. They send thank you notes in response to donations, preprinted labels in the hopes of receiving a donation, tickets when purchased, or other tangible things received either in response to or in anticipation of a donation. This isn’t bad, but it’s very reactive. It assumes the organization has a quid pro quo relationship with its donors.

To start thinking proactively, it’s important to work on non-reciprocated value. This is something that you can offer to your donors for free without asking for a donation or any other consideration. When it holds real value for them, it becomes memorable.

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We've Updated Our Training Schedule

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Beginning in May, you’ll notice some of the classes that we have on our training schedule will have new names. In addition, you’ll find the class schedule has been reorganized to allow you to complete our three core classes in the same weeks. We’ve made these changes in the hopes of streamlining your training experience as well as providing more descriptive names for the classes.

So what’s changed?

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Ways To Keep In Touch With Your Donors

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In previous blogs we’ve spoken about reaching out to donors and how many times and how often you should contact them. However, it’s important to think about ways to keep in touch. With so many communications options available to your organization, start thinking about moving beyond mailed letters or even emails into different ways to reach out.

One of the important things to keep in mind is that with today’s busy lifestyles, it’s vital to meet your donors where they are. This may mean moving to virtual communication or even using letters (or cards/postcards) sent through the mail for a special touch. Though social media outreach can have pitfalls and requires tending, it is a viable way to communicate with potential donors as well as your existing ones and with the ability for people to share your posts, they can go quickly viral and bring new people to your cause as well.

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Managing Tribute Gifts in FundRaiser Software, part 2

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Managing Tribute Gifts with FundRaiser Software, part 1In last week's blog post, I discussed the general donor management issues for working with tribute donations. Here, I will go into more of the specifics of working with these gifts in FundRaiser.

The general flow of tribute gifts can be explained better, perhaps, with an example. Let’s say that a prominent citizen of the community has passed away, and that the family has requested that donations be directed to your organization. You might first enter that citizen’s name as an honoree in the Windows | Tributes section, along with the family member to whom notification should be sent. It is good to prepare this ahead, because you may receive many donations and you will want to respond promptly.

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Managing Tribute Gifts with FundRaiser Software, part 1

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Tribute Gifts are in a class by themselves when it comes to fundraising. They can require a bit more management than "general" gifts, but they can also offer you the opportunity to acquire new donors that might otherwise not be involved with your organization. They also offer existing donors the opportunity to show their respects by giving to a cause they already deem worthy.

Tributes can be made for people or pets, a fact to which many animal-oriented nonprofits will attest. Tributes to the living are the "in honor of" kinds of gifts, while tributes to the deceased are the "in memory of" gifts. "In honor" of gifts may be motivated by an event such as a wedding, anniversary, birthday, graduation, or other important moment for congratulations.

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How Often Should You Communicate with Donors?

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When your organization receives a gift, you send a thank you letter. Perhaps the donor has requested to be subscribed to your newsletter, which is sent maybe once a quarter. Other than that, do you reach out to your donors? Are you afraid you’re talking to them too much?

It’s a fine balance between too much outreach and not enough. On one hand, you don’t want your donors to forget about you, and it happens in even those with the best of intentions. People’s lives are busy. In the hustle and bustle of juggling jobs and family along with everything else, something as simple as sending a check slips through the cracks.

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Do's and Don'ts of Texting Donors

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Dear Kim,

I am wondering about texting our current and lapsed donors to ask for money? We have a donor base that tends to be young and we have lot of phone numbers (sometimes we have a cell number and not a snail mail address). I think this would work well because it is much more efficient than writing and calling and a lot of people don’t use their phone for calling anymore. My ED wants me to check with someone else. What do you think?

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