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Bloomerang Academy
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Housekeeping
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
support@bloomerang.com. Our support team is amazing!
Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the
Peace Learning Center in Indianapolis, and
has worked extensively with nonprofits as
both a staff member and a lead volunteer.
Her passions include education, theatre, her
two children and her two small dogs.
Curriculum Manager
Donations and Pledges Part 1
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?
● Gift Entry–Setting it up
○ User Permissions
○ Custom fields
○ Payment Processor
○ Auto receipts
○ Settings > Funds, Campaigns, Appeals
● Processes for adding and editing a donation
● Transaction Reporting Basics
Terms
Donation = one-time payment
Pledge = a 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 until
they are in hand; revenue is dollars you have
already received
Transaction Type Raised Revenue
Donation
✔ ✔
Pledge
✔
Pledge Payment
✔
Recurring Donation Schedule
Recurring Donation Payment
✔ ✔
Soft Credit/In-kind
Handy chart:
Donations and Recurring Donation
Payments can be either
depending on where they are in
the process.
A Pledge becomes a Pledge
Payment once the donation is in
hand. That is the moment it
switches from Raised to Revenue.
A Recurring Donation Schedule is
just the list of dates when the
donation is to occur and is neither
Raised nor Revenue.
Soft Credit and In-kind will be
examined on the next slide.
Soft Credit and In-kind
A different type of entry
Soft credits in Bloomerang are used to give a
constituent credit for a donation, even though
another constituent actually gave the money. For
instance:
● When a donor's employer matches their gift
● When a donor recommends a grant from
their Donor Advised Fund (DAF)
● When a donor gives through a third party
(such as United Way, or family foundations)
In-kind donations are gifts of goods or services.
Some examples of in-kind gifts include:
● An IT company donates refurbished
computers and peripherals to an
organization (goods).
● An attorney provides her service to write a
legal document (services)
Soft credits and In-kind are not included in revenue or raised totals, nor do they
appear in any of the dashboard metrics.
Gift Entry–Setting it up
Who can enter
gifts?
It is up to you! Your
system administrator
can set permissions
which allow or do not
allow access to
transactions.
Transaction Settings
You can create custom fields for your transaction entries or for use
with Bloomerang Forms.
Transaction Settings
Custom fields will depend on your use case.
How do you use custom fields for transactions currently?
Transaction Settings
You need to set up payment processor if you would like to accept
online payments. We recommend Bloomerang Payments for several
reasons.
Not all Payment Processors Are the Same
Why Bloomerang Payments?
● Stop chasing down outdated cards
● Pay less on fees
● Feel confident in security
● Eliminate data entry
● Everything is linked together
○ Mobile app
○ Receipting
○ Acknowledgements
○ Reporting
● Award-winning support
● Offer digital wallet options to your
donors
● Unlock Tap-to-pay for quick
donation options
Transaction Settings
Set up your automatic email receipts to save time. Use the default
email or make your own transaction email and use that!
Funds
(only field of the three required
in Bloomerang)
Money is going to that specific
bucket.
This is usually going to be funding
areas that span multiple years.
Examples:
● Unrestricted
● Program
● Scholarships
Funds are the big
buckets of money
Fund, Campaign, and Appeal Basics
PRO TIP: Set up your funds to
mimic your finance/accounting
system. This makes
record-keeping easier!
Campaigns
● Have a financial goal
● Have a specific date range
● Examples:
○ Annual Campaign
○ Capital Campaign
○ LARGE Events
Campaigns are specific,
overarching fundraising
efforts
Fund, Campaign, and Appeal Basics
Campaigns are defined by the
financial goal and date range.
The date range could span an
extended period of time
depending on the type of
campaign.
Appeals
Examples:
● Spring Appeal
● Major Gift Ask
● Personal Solicitation
● Event Sponsorships
Appeals are a
specific request for
funds
Fund, Campaign, and Appeal Basics
WHY RECORD THIS? This info
will help you see which types
of funding requests have
been most successful in the
past.
Visual of the typical relationship
Fund
(where the donation will be used)
Q1 Campaign Q2 Campaign Q3 Campaign Q4 Campaign
Appeal:
Email
Appeal:
Event
ask
Appeal:
Letter
Appeal:
Phone
call
Appeal:
Personal
Solicitation
Appeal:
Event
ask
Appeal:
Email
Appeal:
Phone
call
Campaign–
Large FR
efforts with a
goal amount
and set time
Appeal–
Fundraising method
or channel
Examples of this in action
Building Fund
2023 Capital Campaign
Appeal:
Email
Appeal:
Event
ask
Appeal:
Letter
Appeal:
Phone
call
Appeal:
Personal
Solicitation
Appeal:
Phone
call
Segmented
Appeal
Mass Appeal
Examples of this in action
General/Operating
Fund
2023 Annual Campaign
Appeal:
Email
Appeal:
Event
ask
Appeal:
Letter
Appeal:
Phone
call
Appeal:
Personal
Solicitation
Appeal:
Phone-
a-thon
Segmented
Appeal
Mass Appeal 2023 Membership Drive Campaign
Gift Entry–Entering gifts
Typical Donation Entry
Most of the time this is the process you will use for one-off
donations.
Typical Pledge Entry
Most of the time this is the process you will use for setting up a
pledge.
Typical Recurring Donation Entry
Most of the time this is the process you will use for setting up a
recurring donation.
For Pledge & Recurring Donation Entry
Once you have a pledge/recurring schedule set, any donation you
enter trigger this window.
Click here to apply the donation
to the pledge/recurring payment.
Click here to make this a one-off
donation not connected to the
pledge/recurring payment.
Typical Transaction Import
To import in bulk. Need first name, last name, date, amount and fund at the
minimum.
Rapid Gift Entry
When you click this
after entering your
donation info…
…the next donation will automatically fill in with the
default fields (see next slide for details on fields).
Details on Rapid Gift Entry fields
Fill in the values that you’d like to store as default. The following donation fields may be stored as
defaults:
● Date. If the date is left blank, it will default to the current date.
● Amount
● Non-Deductible
● Fund
● Campaign
● Appeal
● Method. Details on various payment methods (for example, Check Date) are not stored as
defaults.
● Note
● Soft Credits
● Tribute
● Acknowledgements
● Custom Fields
Click Store as Default Values and then click Save. No longer want the default values? Just click Actions
and Remove Default Values!
Unlinking a
transaction from a
payment processor
Allows you to make
corrections to a payment
that has already been
processed.
Transaction Reporting
Transaction Report Basics
Anytime you create a report, you
will select from building or using a
template.
Many of the templates you see here could be a great
starting point for transaction reports you would like to
run.
Transaction Report Basics
If you build from scratch, you will likely
select a Transaction Report. This will give
you access to the Transaction Filters.
You are still able to
access Constituent
Filters in this area as
well. Create the
filters that hone in on
what you want to see.
Into the database we
go!
Poll: Are you interested in learning more
about Bloomerang Payments?
● Stop chasing down outdated cards
● Pay less on fees
● Feel confident in security
● Eliminate data entry
● Everything is linked together
○ Mobile app
○ Receipting
○ Acknowledgements
○ Reporting
● Award-winning support
● Offer digital wallet options to your
donors
● Unlock Tap-to-pay for quick
donation options
Resources
Bloomerang Knowledgebase and Support Portal
Live Chat has a new look and a
new location!
Resources
Knowledgebase
Add or Edit Donations
Refund or Delete Donations
User Permissions
Enable Automatic Email Receipts
Process Credit Cards and EFT in
Bloomerang
Connect to Bloomerang Payments
Unlinking Transactions from
Transaction Processors
Rapid Gift Entry Basics
Payment Methods
Enter In-Kind Donations
Add or Edit Soft Credits
Imports: Set Up Import Files (this is
where you will find the templates)
Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!

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Donations and Pledges Part 1_BLG Build.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Drop into the chat and tell us where you are joining us from and what the weather is like where you are!
  • 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 support@bloomerang.com. Our support team is amazing!
  • 4. Margie Worrell Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
  • 6. 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? ● Gift Entry–Setting it up ○ User Permissions ○ Custom fields ○ Payment Processor ○ Auto receipts ○ Settings > Funds, Campaigns, Appeals ● Processes for adding and editing a donation ● Transaction Reporting Basics
  • 8. Donation = one-time payment Pledge = a 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 until they are in hand; revenue is dollars you have already received
  • 9. Transaction Type Raised Revenue Donation ✔ ✔ Pledge ✔ Pledge Payment ✔ Recurring Donation Schedule Recurring Donation Payment ✔ ✔ Soft Credit/In-kind Handy chart: Donations and Recurring Donation Payments can be either depending on where they are in the process. A Pledge becomes a Pledge Payment once the donation is in hand. That is the moment it switches from Raised to Revenue. A Recurring Donation Schedule is just the list of dates when the donation is to occur and is neither Raised nor Revenue. Soft Credit and In-kind will be examined on the next slide.
  • 10. Soft Credit and In-kind A different type of entry Soft credits in Bloomerang are used to give a constituent credit for a donation, even though another constituent actually gave the money. For instance: ● When a donor's employer matches their gift ● When a donor recommends a grant from their Donor Advised Fund (DAF) ● When a donor gives through a third party (such as United Way, or family foundations) In-kind donations are gifts of goods or services. Some examples of in-kind gifts include: ● An IT company donates refurbished computers and peripherals to an organization (goods). ● An attorney provides her service to write a legal document (services) Soft credits and In-kind are not included in revenue or raised totals, nor do they appear in any of the dashboard metrics.
  • 12. Who can enter gifts? It is up to you! Your system administrator can set permissions which allow or do not allow access to transactions.
  • 13. Transaction Settings You can create custom fields for your transaction entries or for use with Bloomerang Forms.
  • 14. Transaction Settings Custom fields will depend on your use case. How do you use custom fields for transactions currently?
  • 15. Transaction Settings You need to set up payment processor if you would like to accept online payments. We recommend Bloomerang Payments for several reasons.
  • 16. Not all Payment Processors Are the Same Why Bloomerang Payments? ● Stop chasing down outdated cards ● Pay less on fees ● Feel confident in security ● Eliminate data entry ● Everything is linked together ○ Mobile app ○ Receipting ○ Acknowledgements ○ Reporting ● Award-winning support ● Offer digital wallet options to your donors ● Unlock Tap-to-pay for quick donation options
  • 17. Transaction Settings Set up your automatic email receipts to save time. Use the default email or make your own transaction email and use that!
  • 18. Funds (only field of the three required in Bloomerang) Money is going to that specific bucket. This is usually going to be funding areas that span multiple years. Examples: ● Unrestricted ● Program ● Scholarships Funds are the big buckets of money Fund, Campaign, and Appeal Basics PRO TIP: Set up your funds to mimic your finance/accounting system. This makes record-keeping easier!
  • 19. Campaigns ● Have a financial goal ● Have a specific date range ● Examples: ○ Annual Campaign ○ Capital Campaign ○ LARGE Events Campaigns are specific, overarching fundraising efforts Fund, Campaign, and Appeal Basics Campaigns are defined by the financial goal and date range. The date range could span an extended period of time depending on the type of campaign.
  • 20. Appeals Examples: ● Spring Appeal ● Major Gift Ask ● Personal Solicitation ● Event Sponsorships Appeals are a specific request for funds Fund, Campaign, and Appeal Basics WHY RECORD THIS? This info will help you see which types of funding requests have been most successful in the past.
  • 21. Visual of the typical relationship Fund (where the donation will be used) Q1 Campaign Q2 Campaign Q3 Campaign Q4 Campaign Appeal: Email Appeal: Event ask Appeal: Letter Appeal: Phone call Appeal: Personal Solicitation Appeal: Event ask Appeal: Email Appeal: Phone call Campaign– Large FR efforts with a goal amount and set time Appeal– Fundraising method or channel
  • 22. Examples of this in action Building Fund 2023 Capital Campaign Appeal: Email Appeal: Event ask Appeal: Letter Appeal: Phone call Appeal: Personal Solicitation Appeal: Phone call Segmented Appeal Mass Appeal
  • 23. Examples of this in action General/Operating Fund 2023 Annual Campaign Appeal: Email Appeal: Event ask Appeal: Letter Appeal: Phone call Appeal: Personal Solicitation Appeal: Phone- a-thon Segmented Appeal Mass Appeal 2023 Membership Drive Campaign
  • 25. Typical Donation Entry Most of the time this is the process you will use for one-off donations.
  • 26. Typical Pledge Entry Most of the time this is the process you will use for setting up a pledge.
  • 27. Typical Recurring Donation Entry Most of the time this is the process you will use for setting up a recurring donation.
  • 28. For Pledge & Recurring Donation Entry Once you have a pledge/recurring schedule set, any donation you enter trigger this window. Click here to apply the donation to the pledge/recurring payment. Click here to make this a one-off donation not connected to the pledge/recurring payment.
  • 29. Typical Transaction Import To import in bulk. Need first name, last name, date, amount and fund at the minimum.
  • 30. Rapid Gift Entry When you click this after entering your donation info… …the next donation will automatically fill in with the default fields (see next slide for details on fields).
  • 31. Details on Rapid Gift Entry fields Fill in the values that you’d like to store as default. The following donation fields may be stored as defaults: ● Date. If the date is left blank, it will default to the current date. ● Amount ● Non-Deductible ● Fund ● Campaign ● Appeal ● Method. Details on various payment methods (for example, Check Date) are not stored as defaults. ● Note ● Soft Credits ● Tribute ● Acknowledgements ● Custom Fields Click Store as Default Values and then click Save. No longer want the default values? Just click Actions and Remove Default Values!
  • 32. Unlinking a transaction from a payment processor Allows you to make corrections to a payment that has already been processed.
  • 34. Transaction Report Basics Anytime you create a report, you will select from building or using a template. Many of the templates you see here could be a great starting point for transaction reports you would like to run.
  • 35. Transaction Report Basics If you build from scratch, you will likely select a Transaction Report. This will give you access to the Transaction Filters. You are still able to access Constituent Filters in this area as well. Create the filters that hone in on what you want to see.
  • 37. Poll: Are you interested in learning more about Bloomerang Payments? ● Stop chasing down outdated cards ● Pay less on fees ● Feel confident in security ● Eliminate data entry ● Everything is linked together ○ Mobile app ○ Receipting ○ Acknowledgements ○ Reporting ● Award-winning support ● Offer digital wallet options to your donors ● Unlock Tap-to-pay for quick donation options
  • 39. Live Chat has a new look and a new location!
  • 40. Resources Knowledgebase Add or Edit Donations Refund or Delete Donations User Permissions Enable Automatic Email Receipts Process Credit Cards and EFT in Bloomerang Connect to Bloomerang Payments Unlinking Transactions from Transaction Processors Rapid Gift Entry Basics Payment Methods Enter In-Kind Donations Add or Edit Soft Credits Imports: Set Up Import Files (this is where you will find the templates)
  • 41. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!