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

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