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

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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