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.

Producing Tax Summary Letters

It's time to produce Tax Summary letters (also called End of Year letters) again. They are usually sent in January after the last donation for the year is in. To help you breeze through this process, here's a coherent plan of attack for FundRaiser users.

Step One... Read More

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

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