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Donations and Pledges Part 1_BLG Build.pdf

  1. Welcome to Bloomerang Academy Thank you for joining us!
  2. Ask questions Live Transcript Share ideas Housekeeping
  3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to Our support team is amazing!
  4. Lauren Laski Lauren Laski is a Customer Success Manager at Bloomerang. She lives in the Indianapolis area. She has 11 years of fundraising experience for arts and human services nonprofits and is a CFRE. Outside of Bloomerang, her passions are theater/opera, corrupting her nieces and nephews, and her two cats. Customer Success Manager
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  6. Donations and Pledges Part 1
  7. What will we cover today? ● Terms ○ What is the difference between raised funds vs. revenue? ○ What is a donation vs. a recurring donation? ○ What’s a pledge versus a pledge payment? ○ What is a soft credit and how is it used? (will go deeper in some of Bloomerang Build sessions) ● Gift Entry ○ Required fields versus custom fields ○ Settings > Funds, Campaigns, Appeals ○ Settings > Custom Fields ● Reports ○ Report Templates
  8. Funds - Where you want the money to go (ex. Unrestricted, restricted program, endowment, etc.) Campaigns - Reason the money came in (ex. Event, Annual Fund, Giving Tuesday, etc.) Appeals - Action you took to get the money in (ex. Direct Mail, Online Gift, Personal Solicitation, etc.)
  9. Donation= one-time payment Pledge= promise to pay at some point in the future, either one time or multiple payments Recurring Donation= set up automatic payments on a schedule *all donations and pledges are raised funds; revenue is dollars you have already received
  10. Transaction Type Raised Revenue Donation ✔ ✔ Pledge ✔ Pledge Payment ✔ Recurring Donation Schedule Recurring Donation Payment ✔ ✔ Soft Credit
  11. Green = mandatory Grey = optional
  12. Resources Bloomerang Knowledgebase and Support Portal
  13. Resources Knowledgebase Donations and Pledges
  14. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!