0817 Bloomerang Academy slides

1. Welcome to
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Housekeeping

4. Housekeeping
We will share the slides and recording of this session with you via email later
today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
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
support@bloomerang.com. Our support team is amazing!

5. Poll

6. Megan Collins
Megan has been with Bloomerang since early
2020 and spent over two years in the
Customer Support Department. She now
works in the Implementations Department as
a Data Migration Associate. Before joining
Bloomerang, Megan gained customer service,
administrative, and event management skills
in the hospitality industry through various
roles at world-class hotels and theme parks.
Data Migration Associate

7. Gift Entry and Reporting
Foundations

8. Goals
Remember, this is a beginner level
overview intended to give you a
solid foundation - we won’t be going
too deep into the nitty-gritty of each
function highlighted!
● Understand Bloomerang terminology
and setup so you can enter gifts the
way you need to.
● Enter basic types of gifts into
Bloomerang.
● Run basic reports on gifts.

9. Agenda 1.
2.
3.
4.
Transaction Terminology
Resources
Gift Entry Demo
Basic Transaction Reporting

10. Transaction Terminology

11. Transaction Types
● Donation
● Pledge
● Pledge Payment
● Recurring Donation Schedule
● Recurring Donation Payment
● Soft Credit

12. Raised vs. Revenue
Transaction Type Raised Revenue
Donation ✔ ✔
Pledge ✔
Pledge Payment ✔
Recurring Donation Schedule
Recurring Donation Payment ✔ ✔
Soft Credit

13. Payment Methods
● Cash
● Check
● Credit Card
● EFT
● In Kind
● Other Options
○ Apple Pay
○ Google Pay
○ PayPal
○ Venmo

14. Pledges and Recurring Donations

15. Pledges vs. Recurring Donations
PLEDGE
RECURRING
DONATION
Total Amount Recurring Amount
Specific Timeframe Set Frequency
Fulfilled when payments equal
pledge amount
Open-ended; continues until
the donor requests to stop
Payment methods may vary Typically auto-processed

16. Payments
Don’t worry, it’s supposed to look like that!

17. Payments
Don’t worry, it’s supposed to look like that!
The original Pledge or Recurring Schedule shows that a commitment was made,
and holds important info like schedule, frequency, and autopayment info
Payments show when funds were actually received

18. Later in the Life Cycle

19. Soft Credits

20. What is a soft credit?
A way to give a constituent monetary credit for another constituent’s donation. A soft
credit is not actual received funds and is not tax deductible.
When do I use soft credits?
● Solicitations
● Peer-to-peer (P2P) fundraising
● Donor Advised Funds/Family Funds
● United Way donations
● Employer Match donations

21. Gift Entry

22. Let’s try it out!

23. Basic Transaction Reporting

24. What kind of report do I use?
Say it out loud!
“I want to see a list of people who gave this year.”
“I want to see all the donations to my Building Fund.”

25. What kind of report do I use?
Say it out loud!
“I want to see a list of people who gave this year.”
Use a Constituent Report!
“I want to see all the donations to my Building Fund.”
Use a Transaction Report!

26. Let’s try it out!

27. Goal Review
● Understand Bloomerang terminology
and setup so you can enter gifts the
way you need to.
● Enter basic types of gifts into
Bloomerang.
● Run basic reports on gifts.

28. Resources

29. Resources
Knowledgebase
Donations
Add or Edit Donations
Transaction Methods
Fund, Campaign, & Appeal Basics
Custom Field Basics
Edit Categories, Custom Fields, and Values
Add or Edit Soft Credits
Imports 101
Create Reports
Bloomerang Academy
Bloomerang Gift-Entry and Reporting
Foundations
All About Pledges
The Complete Recurring Giving Roadmap
Creating and Managing a Recurring Gifts
Program
Loving Your Recurring Donors
Keeping Your Recurring Donors
Upgrading Your Recurring Donors
Create and Track a Matching Gifts Program

30. Resources
Bloomerang Knowledgebase and Support Portal
Support is always happy to
help if you get stuck! Don’t
be afraid to reach out!

31. Connect with
Bloomerang
Coaching Services
Learn more at
customer.accounts@bloomerang.com

32. Poll

33. Thank you for attending!
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Bloomerang Academy webinars!