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"You will be proud of me. I managed to figure out the import. ... I have always been "manual shy" because the wording and lingo always raised more questions than it answered. Yours is definitely different. I could really understand it. The import wizard also made it very easy."
-- Bonnie W., St. Michael's Academy, Texas
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Here are the four main criteria listed in Mal Warwick's article for deciding who should receive a mailing:

Monetary Amount

In FundRaiser Basic you use "Queries" to create a segment of the database. In a query, each person has something in common with all others in the query. For example, they may all have donated in the last year, or have attended your Golf Tournament.

To create a query, click on the Query button in the tool bar. This opens up a window with two tabbed sections, one labeled 'Donor Fields' and the other labeled 'Gift Fields'. In each section, you can tell FundRaiser what aspects of a donor's record you want to use to create the query. You can enter information into any of these fields to describe the donors you want to include in your query. You may fill in one or several fields.

For instance, say you would like to send a mailing to everyone who was not in your database until they came to the 2006 Golf Event. To do this, find the Donor Source code field in the Donor Fields section. The Donor Source code generally reflects how you acquired the name. Enter the code for your 2006 Golf Event into the Donor Source field. Once you have done that, every person in your query will have to have that code in order to be included. You may also fill in other things to further limit the query, like gift information or postal code, but no matter what else you enter, only those with the "2006 Golf Event" code will be selected.

The "Gift Fields" tab allows you to select who will be in the query based on their giving history. You can base it on when, why, and how much they gave. Base the "how much" on one of two things-- a total given during the time period you specify; or on any single gift given during that time period. It is always best, when using both a date range and an amount, to enter those in the lower section, labeled "Gave Between these dates… …with amount ranging from…", by the way.

For example, if you want everyone who donated to the 2006 Golf Event, then you would enter that code into the Gift Source field. If you want to further limit the query to those who gave a particular amount or during a particular time period, then you can also enter that below the Gift Source field.

Record Keeping on Segmented Mailings

Another aspect of segmenting is keeping track of what letters have been sent to whom.

In Basic, you can do in two ways:

  1. by creating either a hard-copy printout of everyone in a particular "segment" (Grouping),
  2. by creating a file of names that can be exported and saved under a name that is appropriate for that particular mailing

As you can see, you have tools to help you to develop effective plans for targeting, very specifically, the people most likely to continue their support of your organization. Please don’t hesitate to contact us in Tech Support if we can be of assistance in helping you learn to use these tools.

Larry Weaver is an A+ certified computer technician, a Microsoft Certified Professional, as well as the training manager here at FundRaiser Software. He has worked with FundRaiser Basic software off and on since the mid-'90's.  When not operating computers, he enjoys operating motorcycles and musical instruments, and watching his grandchildren grow and prosper.