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
2276 Hits
Wait a minute, while we are rendering the calendar
gift acceptance policy memorial giving thank you letters holiday letters Tickles communications annual campaign salutation major gift prospects In-Kind gifts direct mail reports password protection ROI LYBUNTS backing up data technical support customer portal nonprofit fundraising donor preferences publicity materials spare fields vacation training donor attrition announcements volunteers texting donors the Ask mode code donor targeting data analysis raffle mission driven general donation history letter holiday giving add ons office pictures user spotlights banquet change of address updating FundRaiser Spark customer service upgrade Resiliency donor relations donor slip donor recognition moves management Importing Data product news phoning donors lapsed donor online donations donor entering auction gifts gift notes field support Snow Birds Crowdfunding Campaign community supported gardens NCOA processing ticket sales donor source solicitors charity golf tournaments how to handle auction gifts look and feel membership benefits ticketsales grants on site training appeal disaster relief membersip benefits FundRaiser Basic Company culture fundraising letters Cloud pledges tribute gifts animal rescue GivingTuesday mailing adding personal notes to letters prospects board members personalizing letters new leadership small donations data conversion campaign Reporting to IRS new features endowment campaign Network for Good Alternative Addresses tax summary letters happiness planned giving recurring gifts fundraising premiums membership programs annual maintenance plan understanding giving trends overview Thanksgiving correspondence planning #GivingTuesday Constant Contact tech tip case study donor engagement government grants increasing giving amounts Excel transparency updates welcome packet arts operating systems social media advanced tab repeat donors donor retention rate Reminders custom page FundRaiser Hosted holiday accounting software donor prospects email appeal letters Codes auction giving history volunteering targeted mailings donor profile motivation code letter templates new version new nonprofit Donor Portal SYBUNTS security Facebook campaign merge fields giving levels importing csv passwords Thank You community broadcasting event management follow up PayPal legacy giving donor contact information data entry training tip merge notes features Personalizing New Year operational costs new donors how-to videos in honor of donations donor retention flash sales donor advised funds word processor relationship tracking role of nonprofits foundations spreadsheets Volunteer module upgrading donors National Change of Address brick campaign gift entry Congratulations community arts nonprofits correspondance motivation building donor relationships GoFundMe project large donations major donors grassroots campaign End of Year Letters monthly giving donor loyalty segmenting donors corporate sponsors online donations user interface campaign management Facebook donor attrition rate alumni Groupings anonymous donors capital campaign development director Task List budget

Connect With Us

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

Customer Portal Login Form

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