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

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