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.

Using Merge Fields for a Special Touch in Letters

ThankYouMary2

What happens when saying thank you isn’t enough? Your donors love to receive acknowledgement of your gifts, and these letters often include the phrase (or something similar) “thank you for your generous donation”. And yet, there are times, especially in the case of major donors, when you want to say more. How do you handle it?

On every gift within FundRaiser, there’s a “Letter Notes for Merging” field. This field is designed for you to type additional notes which can be inserted into a letter, such as the thank you letter. In this way, you can type a personalized note that will appear on the letter and customize it for each gift.

You’ll find the “Letter Notes for Merging” field on the notes tab of the gift. This field differs from the “in house” notes, which will remain within the program and cannot be merged into a letter. The field provides unlimited space for you to type a personalized note, and while this isn’t designed to replace the thank you letter, it can certainly provide a way to share appreciation. I wrote about this field when I recently talked about auction gifts.

However, there may be times when you want to put an additional post script or personalized note in your appeal, end of year, or other correspondence. For example, if someone had been a volunteer at an event last year and you wanted to invite them back or even provide a welcome message when sending out a first appeal or welcome kit if someone signs up at an event, this field would provide a place to do so.

Continue reading
2300 Hits
Wait a minute, while we are rendering the calendar
new features volunteers large donations vacation board members product news Facebook campaign change of address updating budget giving levels thank you letters charity golf tournaments donor engagement memorial giving training tip user interface major donors segmenting donors donor loyalty In-Kind gifts endowment campaign campaign Tickles password protection annual campaign annual maintenance plan tribute gifts publicity materials prospects ticket sales upgrading donors Excel #GivingTuesday correspondance donor attrition operational costs role of nonprofits Congratulations monthly giving office gift notes field happiness data entry lapsed donor capital campaign holiday letters Company culture Volunteer module Facebook donor donor retention data conversion tech tip online donations merge fields Alternative Addresses email new leadership donor profile how to handle auction gifts word processor FundRaiser Hosted Thank You event management look and feel donor preferences letter direct mail data analysis support online donations passwords personalizing letters GivingTuesday general donor recognition Crowdfunding Campaign LYBUNTS merge notes social media membership benefits FundRaiser Spark moves management Codes Cloud banquet communications Personalizing spare fields solicitors PayPal transparency anonymous donors pictures SYBUNTS phoning donors new nonprofit legacy giving nonprofit fundraising letter templates how-to videos End of Year Letters donor retention rate advanced tab donor prospects donor targeting backing up data overview National Change of Address development director spreadsheets correspondence customer service tax summary letters holiday giving operating systems fundraising alumni auction ticketsales NCOA processing Network for Good Thanksgiving repeat donors Snow Birds donor attrition rate gift entry corporate sponsors Constant Contact new donors premiums appeal letters arts understanding giving trends flash sales planning motivation code building donor relationships community arts nonprofits major gift prospects Reporting to IRS raffle salutation volunteering custom page training holiday reports new version donor contact information case study donor relations pledges New Year foundations mailing announcements appeal ROI brick campaign fundraising letters government grants adding personal notes to letters accounting software technical support follow up the Ask increasing giving amounts GoFundMe project motivation small donations importing csv updates giving history Donor Portal Reminders mission driven Groupings Importing Data campaign management in honor of donations membersip benefits entering auction gifts Task List add ons donor advised funds recurring gifts welcome packet donor slip targeted mailings security membership programs grants FundRaiser Basic donor source disaster relief gift acceptance policy customer portal community broadcasting texting donors donation history community supported gardens on site training mode code features upgrade animal rescue planned giving Resiliency grassroots campaign relationship tracking user spotlights

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

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