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.

Launching a Membership Campaign

Those who can, do. Those who can do more, Volunteer.

Once you have established the basics of your campaign, you'll need to develop a plan for attracting members, (personal solicitations, direct mail, events, etc.). You'll also need to develop and produce the materials needed to support your plan (Case for support, brochures, letters, event and meeting invitations, instructions, PR material, etc., as well as to provide necessary campaign information and related materials for the volunteer campaign team of leadership and solicitors. (Such working examples are often easily obtained from other organizations).

Recruiting Your Solicitation Team

Job #1 is the identification and recruitment of a volunteer leader for the membership campaign. If no such candidate emerges from the board, seek a strong supporter from the business community—preferably someone with sales and marketing skills—and influence.

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Beyond End of Year Letters

Beyond End of Year Letters

Now that January is coming to a close and end of year letters have been printed and mailed, it’s time to think about other ways in which you can prepare for the upcoming year. Performing some general maintenance tasks will help keep your FundRaiser running smoothly and your donor management process easy.

First, think about the letters you send. With the change in the calendar, you can update the accomplishments or perhaps highlight special stories from the previous year that would resonate with your donors. Updating the letters with new codes will help staff and volunteers alike use the correct letter. And don’t forget to mark your old letters inactive to keep them from being repeated.

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What Is In A Household?

What Is In A Household?

The Households module comes with Select and Professional versions of FundRaiser Software and it allows you to group families or organizations together so you can see overall giving for an entire group. Although the module is called Households, it isn’t limited to families. It also works well for organizations, for example to see the giving patterns of a group of people related to a single organization.

So why would you want to create Households?

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Going Formal With Salutations

Going Formal With Salutations

One of the biggest quandaries you may face when you think about communicating with your donors is to be formal or informal with your greetings. In general, there is a trend to become more informal in our communications. However depending on your organization, you may wish to stay with formal salutations.

Formal salutations use titles such as Mr., Mrs., or Ms. Informal salutations are when you address the donor by his or her first name. There are times when each is acceptable, and the salutation may change based on the donor, the event, or the type of correspondence.

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Membership Campaigns: Moving Members Up The Giving Ladder

Contact lapsed donors as part of your membership program

Read part 1 of this series, Membership Campaigns: The "How-To" In part 2 on building a membership program, you'll learn how to prepare to ask your members to move up the giving ladder.

Creating a Reality-Based Gift Chart

Compile an A to Z listing of all current donors and  lapsed donors—no more than three years (excluding those whose reason for lapsing is known).

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New Year, New Codes

New Year, New Codes

For organizations with annual events or campaigns, there are many ways to track the donations that come in each year. From fund and motivation codes to more general category codes, there are a multitude of ways to make sure you know exactly how and why your donors gave to your organization.

Keeping your coding system understandable plays a big role in the effective use of your donor management software. Therefore, when it comes to your annual events, think about using one main code and append then year to it. For example, a gala would be GALA14, GALA15, and so on. This way you would know that all codes that start with “GALA” would be for your annual event. (Or whatever prefix you choose to use for your event.)

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The Case for Building a Broad Base of Donors

Build donor relationships with mutual interests

Dear Kim,

We are being advised by a consultant to stop trying to build a broad base of donors and instead to focus on high net worth individuals and seek six figure gifts from them.  The consultant says it will be faster and more lucrative which makes sense to me.  Why do you advise focusing on small gifts? ~Seeking Efficiency and a High ROI

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Good News? Great Time to Ask!

Doing worthwhile things gives joy

Here’s my response to a fantastic question raised by one of our colleague nonprofit communicators this week. Eager to hear your thoughts! Q:  Should I include an ask in announcing a big win? Tomorrow we’ll email supporters to celebrate a recent victory. This win has not been a focus in our emails to folks on this list, but is something our organization is responsible for (and supporters will care about).

I want to keep supporters excited about our impact, and motivated to give during our year-end campaign (we’ll email a year-end appeal later this week). It seems easiest to  just send a quick victory email sharing the great news and linking to more detail on the win.  But I wonder if it’s best urges folks to take a Thank you action, e.g. “Thank President Obama for this good thing!” Keep in mind I have to send the year-end email later this week, and can’t rework that content (it’s part of a series).

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3 Resolutions For The New Year

3 Resolutions For The New Year

It’s that time of year again when we start thinking about New Year’s Resolutions and how to improve ourselves in the coming year. While many people are making resolutions about their health or wellness, it is also a good idea to think about how you can better utilize FundRaiser Software within your organization. There may be larger projects, such as implementing a membership or pledge program that you’re thinking about. But here are three, smaller-scale ideas to get you started.

Resolution 1: Maintain your data entry. A database is only as good as the information that’s inside it. Keeping up with your organization’s data entry allows you to utilize the robust features of FundRaiser to the fullest. With regular maintenance, keeping the data entry current isn’t a big chore and can have big payoffs for your organization.

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Three Of My Favorite FundRaiser Training Classes

Three Of My Favorite FundRaiser Training Classes

There’s no doubt that FundRaiser Software is a robust program. As with any program, even if you’ve been using it for a while, there are always new tips and tricks to learn. This is where our wonderful training department can help out.

As part of my training here at FundRaiser support, I attended the training courses (and watched our training videos) that we offer to our customers. While I found each of them informative and helpful in deepening my understanding of the software, I wanted to share with you my three favorite classes.

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Why we believe in working at FundRaiser

FundRaiser staff at company meeting
Joshua Shirley, CFO of FundRaiser with Smudge the office cat
Gene Weinbeck and Joey Patten
Smudge the office cat snoozing at company meeting

We believe that what you and your organization do makes a positive impact in the world.... and that makes us happy in the work we do. That's the main understanding we all recently came away with, when the FundRaiser staff met for a year-end mission/company meeting.

FundRaiser staff, left to right, at company meeting: Larry Weaver, Autumn Shirley, Jonathan Smith, Joshua Shirley, Gene Weinbeck, Joey Patten, Mary Lenker

After watching a TED talk together, the FundRaiser staff began to share why we enjoy coming to work at FundRaiser... which we all do. The upshot was that we enjoy working at FundRaiser for a combination of reasons, top among them being the great working environment and the opportunity to use our skills in the service of people like YOU who are working to make a positive difference in the world. Here's a synopsis of what our staff members had to say about why we continue to like working to support nonprofits through our work at FundRaiser.

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3 Things Support Can Help You With Besides Technical Issues

3 Things Support Can Help You With Besides Technical Issues

Most often when people think about technical support they think about error messages and things that aren’t working. And it’s true that even when I evaluate a program to purchase, I think about support as “problem solving”. However, it’s so much more than that.

Here at FundRaiser, we understand that you may need help beyond something technical. Making sure you can use the software to its advantage in order to help your organization is our number one priority. That’s how I think about my job at support—my job is to help you help your organization. And yes, here in support we chase down the occasional error message, but more often it’s about answering questions, providing mini training classes, and offering help and assistance wherever we can.

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Hiring a Development Director

Gratitude and thankfulness for what you have leads to success

Dear Kim:

I was hired about six months ago as the development director for a small organization (budget=$500,000) which raises most of its money from individuals and fees for service. I was told I could spend $30,000 on direct mail and web redesign for fundraising. Four months ago, I drew up a plan, arranged for list acquisition and created a direct mail package. The Executive Director then said I should discuss the plan with the whole staff as she is trying to promote a sense of team. I did so, and the finance director said we did not have the money to spend in this way (even though it was in the budget). The rest of the staff agreed with her, and so the ED said I had to shelve my plan. I wrote a few proposals and pursued some other strategies, but now the board is mad because the website is static and out of date, and we are not meeting our fundraising goals. The ED said I could spend $15,000 and I drew up a plan, arranged for some lists, got a web design firm to donate their time, and again had to present this to staff. The finance director announced we don’t have $15,000 and the staff agreed I can’t spend it, but they were happy with the free web design. My plans are once again shelved. Is this the normal way to build a team? I am ready to quit.

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Creative Codes

Creative Codes

FundRaiser Software has the ability to track the non-giving aspects of your donors as well as donation information. A great way to do this is to use the category codes features. Each version (Spark, Select, and Professional) of FundRaiser offers unlimited category codes. With an ability to create codes up to eight characters in length, your organization has a nearly unlimited (there’s a limit, but it’s in the billions) to create as many codes as you require.

So in what ways can your organization use codes?

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A Development Director Needs More Than “a Smile and a Shoeshine,” But It’s a Good Start

No matter how high-tech the tools, funds are raised person-to-person

This is the era of high-tech delivery of information in an instant. The Internet is accessible from any telephone line, and lap-top computers let us take the facts and figures—all the facts and figures—to wherever they’re needed. Development professionals must master this technology which lets us massage estate planning scenarios, target solicitation mailings, and develop campaign giving plans. But, we must also remember that, no matter how high-tech the tools, funds are raised person-to-person.

In Arthur Miller’s “Death of a Salesman,” Willy Loman’s rejection of new technology, when he encounters a voice recorder for the first time, is part of his slow and agonizing deterioration. The only thing he knows—selling—is slipping from his grasp, and he tries to tighten his grip on it by clinging to the past. The times are changing and Willy isn’t. But that doesn’t mean that the experience of a lifetime of selling is no longer valid when he declares, “The man who makes an appearance in the business world, the man who creates personal interest, is the man who gets ahead. Be liked and you will never want.” Willy is talking about being a salesman and having the proper temperament for the job, but he might just as well have been talking about Development Directors.

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Membership Campaigns: The “How-To”

Give Thanks for Unknown Blessing Already On the Way

You want to introduce a membership campaign, preferably as part of the Annual Fund Campaign. Your objective is an expanded and reliable base of donors who renew their support year after year. Good thinking. Give yourself a pat on the back: An effective membership campaign can be one of your greatest assets and building it requires little more than a dose of common sense and strategic approach.

The Purpose Of a Membership Campaign

Philanthropy-driven, recognition-based, membership campaigns are proven and effective tools used to convert prospects into donors, to increase the size of gift, and to build and strengthen relationships. They are one of the most useful solicitation methods fund-raising managers have.

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Are your donors on the right frequency?


After reading a recent Kim Klein blog, titled Membership vs. Monthly Giving, I wondered whether our users realized that there are multiple choices for giving increments built right into FundRaiser.  And they show up in several places, like Recurring Gift setup, Pledge payment setup, and Membership dues setup, depending on which modules you have, and which ones are active.  Everyone will have the Recurring Gift setup, so let's use that as an example, especially since a recurring gift template can be used for either pledge payments or membership payments, as well as simple frequent givers.

On the Recurring Gifts tab page, you'll see a drop-down code list for "Frequency".  This is where you can choose the normal Monthly or Quarterly or Annual payment periods we're so used to seeing.  But what if some can give more often, or their paychecks come in on a different type of schedule?  Here you'll see the following choices:

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Making Great Groupings

Making Great Groupings

One of the most attractive features about FundRaiser Software is its ability to hold a lot of information on your organization’s donors. By the time you utilize category codes and handle such things as Campaigns and Events, Memberships, and Pledges, you can have a lot of donor-specific information. Gathering this information into meaningful groups is the power of groupings inside of FundRaiser.

Let’s say you want to see who attended your events, but hasn’t given a donation. You can make a grouping for that. How about someone who is a monthly donor who has never attended any events? That’s right. You can make a grouping for that.

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Membership vs. Monthly Giving

The art of living lies in the fine mingling of letting go and holding on

Dear Kim:

We are in the middle of a debate in our organization regarding the next step to take. What are the clear differences between monthly giving and membership programs? Does one favor a different demographic? -Comparing Apples and Orange Juice Dear Fruity: Monthly giving is a strategy that allows people to give bigger gifts by spreading the payment of the gift out over several months. People who want to do more for an organization often love a monthly giving program, as it is a fairly painless way to become a significant donor. A monthly giving program can be offered to members, to donors, to major donors, and it is not at all in opposition to membership. They complement each other; in fact, one is usually a strategy for promoting the other. The idea of membership appeals to people who want to have a feeling of ownership in the organization. In some membership groups, such as unions, the members are involved in all the decisions that are made (or should be, anyway.) In others, a member is largely a name describing a donor. (What a member means is established in the by-laws of the organization.)

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Save a Stamp, Emailing Within Fundraiser

Save a Stamp, Emailing Within Fundraiser

Sending your year-end appeals doesn’t mean rushing to the post office or worrying about running out of stamps. With FundRaiser, you have the option to send your correspondence through email. This means your organization will save paper and postage and your donors will hear from you more quickly.

Inside FundRaiser the process for sending correspondence through email is much the same as printing the letters. The options you select on the printing window are different.

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

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