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

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