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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1307 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..

Continue reading
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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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3555 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
3947 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
5092 Hits
Wait a minute, while we are rendering the calendar
Resiliency budget raffle arts community broadcasting LYBUNTS technical support new features customer portal planned giving Personalizing office Facebook charity golf tournaments pledges donor profile GivingTuesday letter templates anonymous donors thank you letters donor attrition donor prospects Crowdfunding Campaign targeted mailings disaster relief donation history solicitors data analysis fundraising letters FundRaiser Spark correspondance planning donor retention campaign major donors New Year salutation publicity materials security segmenting donors gift acceptance policy flash sales data conversion giving levels passwords Task List accounting software data entry mission driven user interface updates backing up data mode code nonprofit fundraising donor advised funds foundations donor ROI repeat donors donor slip recurring gifts importing csv ticket sales capital campaign membership benefits Facebook campaign building donor relationships spare fields small donations new donors brick campaign giving history upgrade government grants fundraising donor recognition password protection Snow Birds appeal communications product news NCOA processing appeal letters FundRaiser Hosted features grants large donations announcements holiday giving merge notes add ons operational costs texting donors look and feel donor loyalty donor preferences mailing End of Year Letters holiday motivation social media online donations auction new version tribute gifts annual maintenance plan donor attrition rate change of address updating adding personal notes to letters premiums email advanced tab overview general training tip Constant Contact community supported gardens new nonprofit Donor Portal moves management banquet motivation code Thanksgiving merge fields Excel alumni National Change of Address campaign management corporate sponsors major gift prospects endowment campaign follow up increasing giving amounts how to handle auction gifts Company culture Alternative Addresses Network for Good the Ask Groupings holiday letters community arts nonprofits #GivingTuesday development director tech tip gift entry donor engagement transparency legacy giving membersip benefits vacation lapsed donor board members In-Kind gifts happiness Cloud relationship tracking training Volunteer module Congratulations letter entering auction gifts understanding giving trends pictures GoFundMe project gift notes field phoning donors grassroots campaign Thank You Importing Data SYBUNTS donor contact information reports donor relations direct mail ticketsales case study new leadership in honor of donations Codes donor retention rate customer service correspondence operating systems how-to videos personalizing letters on site training custom page Tickles upgrading donors donor source user spotlights volunteers word processor memorial giving event management membership programs donor targeting Reminders animal rescue tax summary letters annual campaign PayPal online donations FundRaiser Basic role of nonprofits spreadsheets volunteering prospects support Reporting to IRS monthly giving welcome packet

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