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.

New Year, New Codes

New Year, New Codes

For organizations with annual events or campaigns, there are many ways to track the donations that come in each year. From fund and motivation codes to more general category codes, there are a multitude of ways to make sure you know exactly how and why your donors gave to your organization.

Keeping your coding system understandable plays a big role in the effective use of your donor management software. Therefore, when it comes to your annual events, think about using one main code and append then year to it. For example, a gala would be GALA14, GALA15, and so on. This way you would know that all codes that start with “GALA” would be for your annual event. (Or whatever prefix you choose to use for your event.)

Since this is the start of the year, it’s a great time to think about the codes you will be using this year. If you have certain events planned, feel free to enter those codes through the code maintenance window. You may find yourself with duplicate or extra codes. Don’t worry. Our support staff would be happy to help you update your codes at any time of the year.

A new year is always a great time to begin something, and keeping your codes updated and maintained is no exception. Think about making sure your event’s codes are in FundRaiser. That way, when it comes time to input your new donors and gifts, you don’t need to think about the codes. They’ll already be there.

Read more about how FundRaiser Software can help you with your fundraising:

FundRaiser's core features

 

Segmenting Lists
Prepare for sending end-of-year letters to donors ...

Related Posts

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

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