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.

Producing Tax Summary Letters

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

Step One... Read More

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

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