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.

Favorite feature - the Custom Page

Calvin Bader of WJIE  loves the FundRaiser custom page. In the WJIE case study, he mentions how much simpler their online fundraising drives have been as a result. This article will help familiarize you with it’s intended design and purpose.

First of all, let me point out that, originally, the Custom Page was created in order to allow you to put all of the data fields YOU consider important to view at a single glance on a single page. This, as Calvin points out, prevents you from having to switch from tab to tab looking for the information you consider pertinent.  Calvin has taken it a step further, by using it as a single page into which WJIE volunteers can INPUT information, rather than simply viewing it, but this can have certain difficulties, as I will explain....

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New Blog - Old Dog

Okay, so it’s 2011 and I’ve been working with PC’s for nearly 30 years, yet I’ve never before “blogged”. In preparation for launching a Tech/Training Blog for FundRaiser Software, I’ve searched for definitions and examples of blogs, and have discovered that there is no single approach to blogging, nor is there a real standard against which to judge a blog’s merit. Bear with me, please, as this blog develops, and feel free to email me with your suggestions for topics of interest. You can reach me at This email address is being protected from spambots. You need JavaScript enabled to view it..

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1288 Hits

New Blog - Old Dog

Okay, so it’s 2011 and I’ve been working with PC’s for nearly 30 years, yet I’ve never before “blogged”. In preparation for launching a Tech/Training Blog for FundRaiser Software, I’ve searched for definitions and examples of blogs, and have discovered that there is no single approach to blogging, nor is there a real standard against which to judge a blog’s merit. Bear with me, please, as this blog develops, and feel free to email me with your suggestions for topics of interest. You can reach me at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Is onsite training in FundRaiser the right option for you?

If you work best with an 'in person' trainer, need to get up to speed fast, and/or want to work directly with a trainer with your data and fundraising task, onsite training might be the way for you to go. It was for the Lisner-Louise-Dickson-Hurt Home.

 

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Training videos all available through customer portal

You can now view all of the training videos at any time, if you are a FundRaiser user with current support. Just log into the Customer Portal and click on the Training Video tab. There you will see links to:

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Custom Labels Do-able

Just today I received an email wondering if it is possible to create custom labels in FundRaiser. The organization is member-based and they wanted to be able to make their own name tags with particular information from the database displayed.

Here was my response, and it may be helpful for you, too:

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Custom Labels Do-able

Just today I received an email wondering if it is possible to create custom labels in FundRaiser. The organization is member-based and they wanted to be able to make their own name tags with particular information from the database displayed.

Here was my response, and it may be helpful for you, too:

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2783 Hits

What's in a blog?

 

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.
In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.
As I become more familiar with this venue, video "snippits" will appear from time to time, to reinforce the written explanations.  Occasionally a link to another organization may appear (with their permission, of course) so that users who wish to do so can become more familiar with other non-profits using the software.  I would also hope that you folks will offer feedback on what you see here, to keep me informed about your primary concerns with using the software, etc.
My mini-bio:  Born in 1946, reared in Ohio, Navy Sonar Technician, married/divorced/remarried (about to celebrate our 22nd wedding anniversary), myriad occupations along the way, including (but no limited to, heh heh) in no particular order:  truck driver, insurance salesman, Harley mechanic (certified), corporate trust clerk, on-air radio personality, musician, computer tech, programmer, software salesman, trainer.
In every position I've held, there were certain tools of the trade, some quite physical in nature, others psychological, but each tool had its place.  I'm hoping to show you, over time, the nature of the tools in FundRaiser software, because, when it comes right down to it, FundRaiser is just a tool, and the key to success in using it is learning how it works.  And it helps to work within the design of the tool, rather than trying to "bend" the tool to the task at hand.  Hammering with a pipe wrench is not good for the pipe wrench at the least, and fixing the resulting mess can be more time-consuming and costly that having found a hammer in the first place!!
So I may be using a lot of tool metaphors, and phrasing things in non-fundraiser oriented terms, but that's because, when it comes down to it, I'm no fund raiser.  That's your job.  To help teach you how to use your tools, how to clean them, store them, and keep them from becoming lost, is my job.
Thanks.
Larry Weaver, Training Manager
FundRaiser Software
http://www.fundraisersoftware.com
800-880-2997 Training (direct)
Need Help with FundRaiser?? 800-543-4131 Tech Support

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.

In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.

Continue reading
3155 Hits

What's in a blog?

 

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.
In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.
As I become more familiar with this venue, video "snippits" will appear from time to time, to reinforce the written explanations.  Occasionally a link to another organization may appear (with their permission, of course) so that users who wish to do so can become more familiar with other non-profits using the software.  I would also hope that you folks will offer feedback on what you see here, to keep me informed about your primary concerns with using the software, etc.
My mini-bio:  Born in 1946, reared in Ohio, Navy Sonar Technician, married/divorced/remarried (about to celebrate our 22nd wedding anniversary), myriad occupations along the way, including (but no limited to, heh heh) in no particular order:  truck driver, insurance salesman, Harley mechanic (certified), corporate trust clerk, on-air radio personality, musician, computer tech, programmer, software salesman, trainer.
In every position I've held, there were certain tools of the trade, some quite physical in nature, others psychological, but each tool had its place.  I'm hoping to show you, over time, the nature of the tools in FundRaiser software, because, when it comes right down to it, FundRaiser is just a tool, and the key to success in using it is learning how it works.  And it helps to work within the design of the tool, rather than trying to "bend" the tool to the task at hand.  Hammering with a pipe wrench is not good for the pipe wrench at the least, and fixing the resulting mess can be more time-consuming and costly that having found a hammer in the first place!!
So I may be using a lot of tool metaphors, and phrasing things in non-fundraiser oriented terms, but that's because, when it comes down to it, I'm no fund raiser.  That's your job.  To help teach you how to use your tools, how to clean them, store them, and keep them from becoming lost, is my job.
Thanks.
Larry Weaver, Training Manager
FundRaiser Software
http://www.fundraisersoftware.com
800-880-2997 Training (direct)
Need Help with FundRaiser?? 800-543-4131 Tech Support

Many of you may know that the training office at FundRaiser Software is detached from the main business office which is in West Plains, Missouri.  Our training office is in Arizona, originally in Tucson, but now in the smaller-than-West-Plains town of Oracle.  Having this separation can be a challenge, as it tends to make communications both less frequent and more crucial to achieving our common goals, and it tends to lead to a sense of disconnection from the company.

In a meeting today, it hit home that, as the training manager, I need to have a better sense of "connection" to our users; to be more accessible; and to bring more of the finer points of using FundRaiser software to the table than can be presented in a classroom (read: webinar) setting.  As a part of the solution to that challenge, I'm turning to "blogging" to be able to present ideas, hints, tips, tricks, and answers to questions from you, our users.

Continue reading
4287 Hits
Wait a minute, while we are rendering the calendar
LYBUNTS major donors salutation donor engagement annual maintenance plan community supported gardens importing csv on site training Groupings In-Kind gifts community broadcasting donor source passwords holiday giving giving history mailing communications arts donor targeting alumni word processor endowment campaign recurring gifts FundRaiser Basic GivingTuesday technical support new leadership in honor of donations new nonprofit community arts nonprofits transparency happiness donor loyalty National Change of Address GoFundMe project segmenting donors donor advised funds custom page accounting software flash sales gift entry repeat donors overview online donations grants Task List membership benefits advanced tab donation history social media gift notes field campaign management security PayPal premiums donor profile campaign online donations case study Excel major gift prospects donor retention letter templates donor merge fields development director Volunteer module volunteers holiday letters look and feel grassroots campaign Thanksgiving prospects thank you letters Crowdfunding Campaign new donors board members correspondence updates foundations Importing Data support ROI data conversion fundraising charity golf tournaments giving levels training tip features spare fields motivation entering auction gifts product news customer service office donor preferences upgrading donors phoning donors merge notes new version #GivingTuesday user spotlights new features the Ask Reporting to IRS Constant Contact monthly giving direct mail Congratulations follow up pledges Codes legacy giving email auction donor relations raffle membership programs large donations operational costs texting donors holiday tax summary letters add ons tech tip government grants training general backing up data mode code gift acceptance policy End of Year Letters mission driven Tickles brick campaign increasing giving amounts relationship tracking correspondance New Year Thank You announcements banquet how to handle auction gifts welcome packet reports personalizing letters membersip benefits solicitors understanding giving trends operating systems moves management FundRaiser Hosted nonprofit fundraising Company culture small donations fundraising letters publicity materials donor slip NCOA processing Personalizing memorial giving planned giving donor attrition rate donor recognition data entry role of nonprofits SYBUNTS capital campaign adding personal notes to letters vacation upgrade targeted mailings Resiliency disaster relief Donor Portal Facebook annual campaign volunteering motivation code corporate sponsors ticketsales planning animal rescue Reminders lapsed donor change of address updating user interface data analysis budget pictures Network for Good letter FundRaiser Spark Snow Birds how-to videos donor attrition donor retention rate appeal password protection spreadsheets appeal letters Cloud building donor relationships customer portal anonymous donors tribute gifts Alternative Addresses donor prospects Facebook campaign ticket sales event management donor contact information

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