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.

Using Merge Fields for a Special Touch in Letters

ThankYouMary2

What happens when saying thank you isn’t enough? Your donors love to receive acknowledgement of your gifts, and these letters often include the phrase (or something similar) “thank you for your generous donation”. And yet, there are times, especially in the case of major donors, when you want to say more. How do you handle it?

On every gift within FundRaiser, there’s a “Letter Notes for Merging” field. This field is designed for you to type additional notes which can be inserted into a letter, such as the thank you letter. In this way, you can type a personalized note that will appear on the letter and customize it for each gift.

You’ll find the “Letter Notes for Merging” field on the notes tab of the gift. This field differs from the “in house” notes, which will remain within the program and cannot be merged into a letter. The field provides unlimited space for you to type a personalized note, and while this isn’t designed to replace the thank you letter, it can certainly provide a way to share appreciation. I wrote about this field when I recently talked about auction gifts.

However, there may be times when you want to put an additional post script or personalized note in your appeal, end of year, or other correspondence. For example, if someone had been a volunteer at an event last year and you wanted to invite them back or even provide a welcome message when sending out a first appeal or welcome kit if someone signs up at an event, this field would provide a place to do so.

Continue reading
3698 Hits
Wait a minute, while we are rendering the calendar
endowment campaign annual maintenance plan moves management SYBUNTS online donations capital campaign online donations product news email understanding giving trends Facebook Groupings donor profile banquet donation history membersip benefits mailing role of nonprofits donor source disaster relief giving history new donors motivation code letter templates In-Kind gifts development director customer portal major gift prospects Constant Contact lapsed donor Congratulations Reporting to IRS fundraising flash sales user spotlights custom page anonymous donors raffle in honor of donations announcements donor prospects #GivingTuesday operational costs passwords planning National Change of Address vacation GivingTuesday data analysis corporate sponsors auction community arts nonprofits word processor importing csv FundRaiser Hosted change of address updating correspondence annual campaign training NCOA processing direct mail donor attrition Crowdfunding Campaign donor attrition rate texting donors gift notes field transparency publicity materials large donations donor relations government grants membership benefits Task List new leadership new features ROI campaign the Ask Tickles pictures foundations ticketsales community supported gardens motivation donor merge fields welcome packet updates spare fields Personalizing grants phoning donors happiness office Facebook campaign holiday increasing giving amounts donor engagement grassroots campaign on site training campaign management personalizing letters upgrading donors pledges thank you letters fundraising letters add ons operating systems small donations legacy giving monthly giving new nonprofit Importing Data donor advised funds gift entry training tip donor retention community broadcasting volunteers End of Year Letters Company culture tech tip GoFundMe project budget donor loyalty Alternative Addresses Reminders reports technical support giving levels merge notes appeal premiums security new version Codes how to handle auction gifts holiday letters letter Snow Birds Donor Portal charity golf tournaments donor retention rate donor contact information solicitors look and feel entering auction gifts tribute gifts mission driven LYBUNTS major donors adding personal notes to letters accounting software board members communications features nonprofit fundraising mode code correspondance prospects follow up donor targeting data entry Network for Good case study membership programs volunteering tax summary letters building donor relationships alumni donor recognition New Year recurring gifts social media Resiliency advanced tab overview customer service animal rescue gift acceptance policy FundRaiser Spark salutation event management donor preferences user interface upgrade PayPal data conversion planned giving holiday giving relationship tracking support memorial giving segmenting donors how-to videos donor slip general arts ticket sales Thanksgiving backing up data Excel repeat donors appeal letters FundRaiser Basic Thank You password protection Cloud Volunteer module spreadsheets targeted mailings brick 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