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

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