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

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