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.

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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3437 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
3800 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
4959 Hits

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:

Continue reading
1174 Hits

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:

Continue reading
3722 Hits
Wait a minute, while we are rendering the calendar
charity golf tournaments spare fields donor preferences solicitors operational costs tribute gifts data entry Crowdfunding Campaign training donor contact information membership programs Task List Reporting to IRS pledges data analysis password protection Network for Good donor relations membership benefits holiday giving donor slip #GivingTuesday features communications customer portal FundRaiser Hosted banquet prospects arts new features gift notes field letter planning Reminders Tickles campaign management upgrading donors donor source fundraising letters customer service moves management user interface welcome packet endowment campaign look and feel FundRaiser Spark spreadsheets Personalizing board members annual campaign targeted mailings direct mail email vacation Excel change of address updating merge fields custom page Resiliency holiday legacy giving new donors add ons community arts nonprofits letter templates on site training upgrade grassroots campaign grants phoning donors large donations security animal rescue updates New Year volunteering Facebook End of Year Letters tax summary letters community broadcasting Codes thank you letters mailing importing csv donor attrition online donations merge notes announcements overview technical support passwords GivingTuesday anonymous donors auction word processor alumni event management GoFundMe project backing up data understanding giving trends donor engagement Constant Contact In-Kind gifts holiday letters donor prospects Facebook campaign major gift prospects ROI donor personalizing letters Snow Birds donation history campaign nonprofit fundraising fundraising Importing Data giving levels disaster relief follow up mode code social media community supported gardens appeal letters LYBUNTS accounting software monthly giving new leadership office building donor relationships donor retention Alternative Addresses relationship tracking annual maintenance plan data conversion appeal donor advised funds Thanksgiving raffle role of nonprofits mission driven transparency new version gift entry texting donors FundRaiser Basic ticket sales adding personal notes to letters PayPal general Company culture premiums donor loyalty government grants product news operating systems tech tip support case study motivation code in honor of donations correspondance flash sales segmenting donors donor attrition rate membersip benefits donor retention rate volunteers advanced tab salutation giving history Groupings Thank You capital campaign publicity materials ticketsales pictures small donations how to handle auction gifts gift acceptance policy budget major donors recurring gifts motivation repeat donors memorial giving NCOA processing National Change of Address online donations Volunteer module user spotlights Donor Portal reports entering auction gifts training tip foundations SYBUNTS how-to videos planned giving Cloud new nonprofit brick campaign increasing giving amounts the Ask correspondence donor targeting Congratulations development director donor profile happiness corporate sponsors donor recognition lapsed donor

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