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

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