This document summarizes a Bloomerang Academy session on using Kindful fundraising tools. It introduces Micah James, the manager of the coaching team, and provides an agenda for the session which includes setting up a low-friction donor journey, donor accounts, fundraising settings, campaign page customization, and receipting donations. It discusses the benefits of online giving and how to ensure a good donor experience through a streamlined donation process, clear branding and messaging, and timely follow-up communications. Resources mentioned include the Kindful knowledge base, blog posts, and help center. A poll at the end asks participants which Kindful customization topics they would like covered in future sessions.

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions

4. Life of a Transaction
(Kindful)

5. Micah James
I am the Manager of the Coaching Team at
Bloomerang/Kindful. I have experience as a
non-profit development director and I am a
Certified Fund Raising Executive. I serve on
the board of the Oklahoma Council for
Economic Education, whose mission is to
promote economic education and financial
literacy education in Oklahoma. I am
passionate about equipping non-profits with
the resources they need to be successful.
Manager, Coaching

6. Poll:
What is your role in utilizing Kindful?
1. Data entry / administrative - enter gifts, manage
transactions
2. Fundraising - oversee campaigns and development
3. Management - general supervision of process
4. Other - type your role into the chat!

7. Agenda
1.
2.
3.
4.
Low-Friction Donor Journey
Donor Account
Kindful Fundraising Settings
Campaign Page Setup and Customization
5.
Receipting to a Transaction

8. The Goal: Low-Friction Donor Journey
From Click to Donation

9. What does it
mean to have a
low-friction
donor journey?
CONVERTING A DONATION
- Motivation is the biggest factor
- Clarity of value (impact) is next
- Incentives (matching donations) are positive to the
equation
BUT THERE ARE BARRIERS
- Friction
- Anxiety
Source: What Friction Means for Donations to Nonprofits

10. Moving the
Donor to
Convert
REMARKABLE STATISTIC:
85% of people who visit your donation page and 99%
of people who visit your website will NOT give to you
Source: What Friction Means for Donations to Nonprofits

11. Types of Friction
1. Too many fields
2. Layout
3. Too many decisions
4. Confusion
5. Registration
6. Wrong device
Source: What Friction Means for Donations to Nonprofits

12. No matter where your donation
comes from…
Donation
Online Donations
Manual Entry
Receipt
Donor Account
You can ensure good
processes and follow up
for a GREAT donor
experience!

13. Benefits of Online Giving
Online giving allows donors to:
● Respond to inspiration
● Give anywhere
○ Apple Pay, Google Pay, Microsoft Pay
● Set up recurring gifts
● Share about their gifts (in real
time) on social media
● Give knowing their information is
secure
Quick, easy, and accessible
Online giving allows non-profits to:
● Invite others to mission
● Understanding marketing impact
● Cost-effective fundraising
● Capture donor information
● Steady stream of recurring gifts
● Give confidence to donors
Source: https://bloomerang.co/blog/online-fundraising/

14. Your Basic Kindful Settings
Get off to a good start

15. Make sure basic settings are
correct to ensure accuracy of
information throughout your
database.

16. Campaign Page Setup and
Customization

17. Create a new campaign by
selecting campaign from
fundraising menu, then
selecting new campaign.

18. You can customize:
● Name
● Goal
● Check-out message
● Colors
● Receipt
● 3 Custom Fields
● And more!

20. Let’s Get Into the Database!

21. Responding to a Transaction

22. Customize receipts by
creating templates.
1. Open Communication Menu
2. Select Templates
3. Click Create New Template

23. Customize receipts content:
1. Select type
2. Use tags to include
transaction or contact data

25. Let’s Get Into the Database!

26. Donor Account
Donor accounts allow donors to
access donation history at any
time, as well as update payment
and contact information.

27. Recap

28. Keys to a great
donor experience!
● Low-friction experience
○ Short form
○ Clear instructions
○ Limit choices
○ Fast loading
● Brand Alignment
○ Colors
○ Logos
● Follow-up
○ Timely communication
○ Personalize

29. That was so easy!
I wish all non-profits
would make donating
so smooth.

30. Q&A

31. Resources
Knowledgebase
Getting Started (Basic Setup)
Start Fundraising
Understanding Template Types
Email Template Examples
Template Tag Glossary
Donor Accounts
Bloomerang Academy & Blog
Do’s and Don’ts of Thanking Donors
Other Resources
What Friction Means for Donations to Nonprofits

32. Resources
Kindful Help

33. Poll:
What types of topics related to using Kindful
Fundraising Tools would you like to see featured
in future sessions?
1. Customization of online forms
2. Recurring giving
3. Peer-to-Peer & Crowdfunding
4. Event ticketing and registration
5. Text-to-give
6. Apps and integrations
7. Payment processing
8. Donor accounts