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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4012 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
4441 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
5622 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
4329 Hits
Wait a minute, while we are rendering the calendar
large donations entering auction gifts government grants accounting software GoFundMe project user spotlights office Facebook campaign #GivingTuesday relationship tracking ticketsales online donations New Year animal rescue mission driven letter templates product news mode code training Thank You membership benefits features community supported gardens reports announcements holiday letters membership programs mailing support welcome packet premiums gift notes field memorial giving major gift prospects communications donor relations tax summary letters spreadsheets donor retention passwords online donations donor engagement Importing Data training tip donor attrition Task List major donors banquet Cloud giving history security community broadcasting general spare fields data entry brick campaign planned giving custom page importing csv capital campaign prospects increasing giving amounts anonymous donors Snow Birds nonprofit fundraising change of address updating SYBUNTS Company culture volunteering phoning donors donor prospects thank you letters donor fundraising letters endowment campaign customer portal holiday motivation FundRaiser Hosted upgrading donors Tickles LYBUNTS donor recognition personalizing letters annual campaign social media merge notes charity golf tournaments community arts nonprofits holiday giving Volunteer module new donors monthly giving gift acceptance policy targeted mailings role of nonprofits disaster relief raffle appeal letters giving levels Congratulations donation history pictures operating systems publicity materials technical support transparency new leadership user interface alumni Personalizing campaign management ROI correspondance corporate sponsors Reminders moves management in honor of donations solicitors building donor relationships donor contact information event management donor loyalty updates annual maintenance plan Groupings segmenting donors grants campaign Facebook merge fields operational costs foundations End of Year Letters on site training happiness overview texting donors membersip benefits planning GivingTuesday recurring gifts FundRaiser Spark National Change of Address arts vacation upgrade salutation Resiliency Constant Contact legacy giving Crowdfunding Campaign donor attrition rate repeat donors donor advised funds donor retention rate Donor Portal data conversion donor profile new features correspondence motivation code Reporting to IRS donor slip small donations tribute gifts look and feel how to handle auction gifts new version understanding giving trends Excel letter In-Kind gifts add ons development director pledges tech tip follow up gift entry NCOA processing backing up data Codes Network for Good word processor auction Thanksgiving appeal email adding personal notes to letters donor targeting flash sales new nonprofit donor preferences customer service budget FundRaiser Basic lapsed donor volunteers donor source board members advanced tab password protection the Ask fundraising Alternative Addresses case study direct mail PayPal ticket sales data analysis how-to videos grassroots campaign

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