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FundRaiser Software offers 3 powerful programs designed to fit any budget and any installation requirements

FundRaiser experience gained over 30 Years

With more than 30 years of experience in the nonprofit community and a customer retention rate of higher than 90%, our suite of donor management software is the right choice for affordable, intuitive donor management software that will fit your needs now and for years to come.

"I am happy to recommend your software. In the interests of appearing non-partisan, I keep trying to find a software program that is as good as yours, but I can't. I have NEVER heard a complaint about your technical support. I cannot say that about ANY other software company.!" Kim Klein (fundraising consultant, author) Berkeley, CA
Why FundRaiser Software? Features
Multiple Installation Options

Whether you need online access to your data, or wish to have your database installed on your local network, FundRaiser has an installation option built for you.
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Integrated Growth Path

FundRaiser is designed with your success and growth in mind; start with the perfect solution for your needs right now, and know that the software is ready to grow when you are.
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Extensive Standard Features

FundRaiser contains an impressive array of standard features: unlimited donors, customizable interface, and built-in letter templates, to name a few.
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Unrivaled Customer Service

As a small company, we know that the key to customer retention is excellent customer service and we dedicate every minute of our working day to providing outstanding support.
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Producing Tax Summary Letters

by Gene Weinbeck

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 2009 is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One

GiftList Function
The GiftList is a mini report-- it shows a list of individual gifts.

In FundRaiser Select and Professional, you can choose which columns will be displayed, like Mode (check, charge) or Benefit (if the donor received any goods or services from you in return for their donation). With Benefit, you can display the amount and description of the benefit, and GiftList will subtract the benefit total from the total given and show the actual tax deductible amount.

Gift Totals Function
The GiftTotal function simply calculates the total dollar amount for a date range that you specify when entering the function. Usually you use this merge field in the body of the letter, where you would say something like "Thank you for donating a generous total of [GiftTotal] this year."

Other Merge Functions You Might Use in your Letter
In FundRaiser Select and Professional, you can configure the GiftTotal merge function to show the "net amount" (total given minus any benefits). You could then, for example, add that function to the end of the sample line above, like: "of which %[GiftTotal] is tax deductible".

Another merge function in Select and Professional is GiftCount, which allows you to say how many donations the donor gave. You could say, for example, "Thank you for your 7 gifts totaling a generous $500, of which $375 is tax deductible."


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.

  • GiftList function
  • GiftTotal function

You may decide to use either or both of these merge fields in your letter.

The difference between these two functions is the level of detail they give. GiftList provides a list of donations. GiftTotal provides a single total amount. 

Step Two

After you've decided how to list donations, get your letter template ready. There is a sample letter called EndOfYear that comes with FundRaiser. Click on the WP (Word Processor) button in FundRaiser to open up the built-in word processor. Edit the message to suit your organization's mission and change the year for the GiftList merge function by deleting the function, then re-inserting it. If you've decide to use the GiftTotal function in addition to (or instead of) GiftList, then make that change to the template also.

If you already have a letter that you used successfully last year, then all you need to do is reset the GiftList and/or GiftTotal functions in your letter template, so that you can change the date range from to the correct year. To reset these functions, just double-click on them to bring up the criteria window.

Step Three

Before you print your letters, and now that you've gotten all the details of the letter done, double-check that you have all of your gifts from the year entered into the system. It sounds like an obvious matter, but it will be much easier to print letters for all donors, rather than having to go back and print letters one-at-a-time for those that were somehow overlooked. Maybe while you've been getting the letter details ready one last check has surfaced.

Step Four

Now, run a Query of everyone who donated last year. First click on the Query button, then on the Gift Fields tab.

While you can save a little money by selecting only those who gave more than $20 or so during last year, we recommend that you send a letter to everyone who gave, regardless of amount. Why? Because this is the perfect time to re-establish your relationship with all your donors. Even if someone gave only $5, you may be able to convince them to give more or to give more often. You can be pretty certain that they will not give even the $5 if you do not maintain your relationship with them.

Step Five

To print letters, click on the Print menu, then on Letters. Choose "All Donors In Query". Then click on the folder button for "Choose Letter to Print". Find your End Of Year letter and click Open. Click on the Print button, then preview your letters to make sure they look okay, and then click on the printer button to print.

To print labels or envelopes, click on the Print menu, then on Labels or Envelopes. Again, choose "All Donors In Query" and follow the same basic printing steps as above. The labels or envelopes will be printed in the same order as the letters.

Resources

About End of Year Letters by Sasha Daucus

IRS Publication 1771 explains the federal tax law for organizations such as charities and churches that receive tax-deductible charitable contributions and for taxpayers who make contributions.

IRS Exempt Organization customer service–Telephone assistance specific to exempt organizations is available by calling IRS Exempt Organizations Customer Account Services toll-free at (877) 829-5500.

IRS Exempt Organization Website

Gene Weinbeck is founder of FundRaiserSoftware. In his free time he enjoys drumming and geocaching.

FundRaiser SoftwareFundRaiser Software offers non-profit organizations intuitive donor management software that is easy to learn and easy to use. Three programs, ranging from simple to sophisticated, let you choose the features you need now, while guaranteeing a built-in growth path for the future. Software flexibility, budget options, and superb technical support make FundRaiser Software uniquely adaptable to the needs of non-profit organizations - whatever their mission.

  • FundRaiser Spark
  • Available Online or Installed
  • Includes:
  • Unlimited Donors
  • Unlimited Codes
  • Unlimited Email
  • Custom Letters
  • Memberships
  • More Details
  • Try Free
  • FundRaiser Select
  • Available Online or Installed
  • Plus:
  • Online Donations
  • Recurring Gifts
  • Households
  • Solicitor Tracking
  • Add-On Modules
  • More Details
  • Try Free
  • FundRaiser Professional
  • Available Online or Installed
  • Includes:
  • Rapid Gift Entry
  • Relationships
  • Event Management
  • Secure Fields
  • Unlimited Spares
  • More Details
  • Try Free

The FundRaiser Difference

  • Our Mission is You
  • Our Track Record
  • Support & Service
  • Budget-Friendly
A Better World through You
You believe in your mission, and you work very hard to see that mission come to fruition. We believe that it is our job to work just as hard to help you achieve it. Every day, we make it our mission to be right beside you helping you become more effective through better donor management practices. Our company is built on the belief that nonprofits are working for a better world, and we are working to achieve a better world through you. When you become a FundRaiser Customer, you become part of the FundRaiser Family. Meet the FundRaiser Family
Right Beside You
Simply stated, we've been doing this for a long time (since 1983!), and we'll be here for a long time to come. Our small company provides donor management software that is used by more than 5,000 nonprofits worldwide, and that means that we have a very strong commitment to staying in the game. We believe that we are helping the world through you, and we look forward to doing so for many more decades. FundRaiser History
Real Customer Service

Part of our mission is to provide excellence in service, and we are passionate about our mission. We believe that we must all work for a better world, and our part in it is to support you and your mission. We do that by pledging to be right beside you every step of the way with the best customer service you have ever experienced. Our customers use words like "refreshing", "informative", "patient", "unparalleled" and "tremendous" when they talk about the support they receive from us - but we think that providing the best service we can is our responsibility, so we just call it real customer service. Don't take our word for it, though: take a look at what our customers say about our support & service by checking out our Testimonials.

Affordable for all Nonprofits

Organizations of all types and sizes use FundRaiser, but our target customers are small, mid-sized, and growing organizations, so we work very hard to keep our software both powerful and affordable. All three of our programs can be purchased or leased, and we offer the most flexible interest-free payment plans in the industry. With our low prices and built-in growth path, FundRaiser Software is the ideal choice for organizations that are looking for an affordable option that will grow with them. View Pricing

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Features/Products

FundRaiser Spark

FundRaiser Select

FundRaiser Professional

Feature

Number of Donors
Unlimited
Unlimited
Unlimited
Unlimited Gifts Per Donor
Custom Letters
Targeted Mailings
Built-in Reports
Integrated Word Processor
Canadian User Features
Import & Export Capabilities
Donor Segmentation
Email Correspondence
Membership Management

optional module
Donation Segmentation

(three codes per gift)
Duplicate Checking
Partial
Contact Management
Partial
Recurring Donations
Partial


User-Defined Spare Fields


(three)

(five)

(unlimited)
Event Tracking
Partial

limited
Multi-User Capability
Not Available
Custom Page
Not Available


Reminder System (Tickles)
Not Available


Households
Not Available
In-Kind Donations
Not Available


Bulk Mail Features
Not Available
Solicitor Tracking
Not Available
Pledge Tracking
Not Available

optional module
Volunteer Management
Not Available

optional module
Tributes Management
Not Available

optional module
QuickBooks Integration
Not Available

(optional, third-party integration)

(third-party integration)
Wintix Integration
Not Available

(third-party integration)

(third-party integration)
Premiums Management
Not Available

optional module
Phonathon Management
Not Available

optional module
Complete Campaign Management
Not Available
Not Available
Soft Credits
Not Available
Not Available
Split Donations
Not Available
Not Available
Relationship Tracking
Not Available
Not Available
Rapid Gift Entry
Not Available
Not Available
Online Donations

optional for Spark Online

optional module

optional module
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Pricing

FundRaiser Spark

FundRaiser Spark

FundRaiser Professional

Single-User Version
$649 installed
$69/mo online
$1400+ installed
$179/mo online
$3800+ installed
$349/mo online
optional modules
N/A
$300-$500
Included
Multiple Users
N/A
$250 each installed
+$25/mo online
+$400 each installed
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