This document provides a summary of a Bloomerang quarterly consultant webinar presentation. It discusses Bloomerang's new volunteer management platform and features, including integration with their existing donor management platform. It also covers updates to the consultant partner program.

1. Introduce yourself in the chat! We are live now.
Enjoy some behind-the-scenes discussion.
Quarterly Consultant
Partner Update
The presentation will begin at 2:00 PM ET.
Bloomerang Partnership Team

2. Before we get started…
This presentation is being recorded.
The recording will be emailed to you later today.
Please drop your questions in the chat.
We will answer them during the Q&A session at
the end of the presentation.

3. Product Updates

4. New and
Enhanced
Features
● Bloomerang Volunteer
● Sneak Peek: Digital Wallet - Apple Pay/Google Pay
● Sneak Peek: Tap to Pay
● New User Permissions

5. Melissa Pinard
Head of VMS Product Management
melissa.pinard@bloomerang.com
Mike Marriage
Senior Director of Product Management
mike.marriage@bloomerang.com

6. What is Bloomerang
Volunteer & Why?

7. Bloomerang Acquires InitLive
+
The leaders in donor relationship management and
volunteer management join forces to accelerate the delivery of the
relationship management platform of the future.
In early 2023, Bloomerang acquired InitLive, an industry leading
volunteer management platform.

9. Volunteers and donors
come together in a single
platform
Turn volunteers into donors
See metrics that let you segment your most engaged volunteers to target
inspiring campaigns and drive more donations.
Manage more volunteers in less time
Automate time-consuming processes and increase operational efficiency.
A centralized hub to streamline tasks such as registration in an
easy-to-use interface..
Recruit and retain more volunteers
Display opportunities and simplify scheduling. Make it easy for volunteers
to sign up and for you to qualify and schedule each applicant..
Demonstrate volunteer impact
Understand volunteer impact with all your data in one place Use reporting
insights to help secure funding and optimize programs.
Manage your volunteers from anywhere
Delight your volunteers with a mobile experience. Managers can monitor,
fill shifts, edit schedules and more. Volunteers can check in, sign up for
shifts, and see their schedules.
WHY BLOOMERANG

10. Super Supporter
a person who generously
gives both time and money
67%
of volunteers
are also donors
volunteers donate
10x
more than those who aren’t
volunteers
40%
of donors were volunteers
before making their
first donation

11. Bloomerang Volunteer Integration
● Constituent /
Volunteer Data Integration:
● Constituent / Volunteer Profile Information (bi-directional)
● Volunteer activity to Bloomerang (and will appear on
constituent timeline)
● Constituent /
Volunteer
● Volunteer
Activity
All customers using both Bloomerang (CRM) and Bloomerang Volunteer
will have access to the integration. There is no additional charge for the
integration.

12. The Volunteer
Management Challenge

13. Manage the
entire volunteer
lifecycle.
Best-in-class volunteer
management for:
● Nonprofit programs
● Fundraising events
● Corporate volunteerism
SOLUTION
83%
Don’t have
a VMS

14. Recruit Qualify Schedule Engage Report
Build custom signup workflows Capture skills / qualifications, role,
interest, availability
Unlimited number of schedules & shifts Volunteer ability to self-serve via the mobile
app and Web (Signup for additional shifts &
opportunities, etc)
Customize reporting across
opportunities & dates
Social media sharing & promotion Custom Registration Forms &
Document Collection
Volunteer self-signup to shifts Targeted Broadcasts and 2-way In-app
messaging (mobile)
Check-in/out logs & Adherence
Opportunity Listings through logic
queries
Screening & Gating Applications RosterModeTM
best match engine for
manual shift assignment (Identify &
Fill Schedule Gaps)
Automated Email Trigger Campaigns (shift
notifications, reminders, welcome
messages, happy birthdays, etc)
Volunteer Demographics
Group Signup Waiver Form Management Opportunities & Shifts
- Copy / Duplicate
- Create public or private
Branded Emails & Customization: Send
Schedules out; Communicate Hours Worked;
Past Activity; etc.
Schedule Gaps & Availability
reports
Branded Signup Pages Automatically Assign hidden tags,
roles & qualifications based on how
users respond
Multiple Attendance tracking options
(Including Geo-Fence Check-in, and
auto-assigning of hours)
3 Tier-Fail Proof Communication: App
Broadcast to SMS to Email
Volunteer ability to view their own
service records
Promote Open Opportunities &
Shifts via Email
Customized Tagging for Segmenting
Users
Volunteer self report hours / tasks Access to personal schedule and view
documents
Service time reports across
multiple dimensions
How Bloomerang Volunteer Helps Manage the
Volunteer Lifecycle
Complete integration across the entire volunteer management lifecycle

15. Solving Common Volunteer Management
Challenges
Streamline Workflows
through Automation
● Manual/ Repetitive tasks
● Key communication touch
points
● Schedule Management &
Changes
DISCONNECTED
Flexible to Program Needs
● Multiple programs with
different registration
requirements
● Capturing the right data &
information for reporting
RIDGID TOOLS
Simple to Learn & Use
● Administrators coming off
of standard office tools
● Older demographic/ non
tech savvy volunteers
● Transitional Features
HARD TO USE

16. With the Bloomerang
Volunteer app, volunteers
can…
• Sign up for shifts & opportunities
• Access their personal schedule
• Check into shifts and submit hours
• Receive & send communications
• Access maps and documents
Bloomerang Volunteer - For Volunteers

18. Diana Otero
Product Marketing Manager
diana.otero@bloomerang.com
Katie Gaston
Senior Product Marketing Manager
katie.gaston@bloomerang.com

19. GooglePay & ApplePay
BLOOMERANG PAYMENTS
Amplify your nonprofit’s impact by boosting your fundraising results and peace of mind.
How we do it
Pay less on fees
Save thousands of dollars annually with
donor-covered fees and no chargeback,
return, or fraud monitoring fees.
Stop chasing down outdated cards
Bloomerang Payments will automatically
update outdated payments so you can feel
confident relying on recurring donations
without any difficult donor conversations.
Collect donations on-the-go
Effortlessly raise funds by collecting recurring
or one-time donations while on the go using
Bloomerang Mobile App.
Award-winning support
Consolidating payment processing needs with
Bloomerang means you can rest assured we'll
be with you every step of the way.
Eliminate data entry
Bloomerang Payments seamlessly processes
online donations and flows data directly into
your Bloomerang account, eliminating the
need for manual data entry.
Feel confident in security
Bloomerang Payments is PCI compliant
protecting the safety and confidentiality of
your and your donors’ data.
Effortlessly grow donations
With mobile-friendly support for GooglePay,
ApplePay, debit, credit, ACH, in-person
donations, and more, your supporters can
easily contribute to your cause wherever and
whenever inspiration strikes.
Save money for where it matters most
We automatically update expired cards, cover
chargeback expenses, and allow donors to
cover all your processing fees so more of your
donations go to where they matter most.
Set up your organization for success
With industry-leading fraud monitoring and PCI
compliance, we work tirelessly to protect you
from bad actors. Our integrated data, flexible
payout schedules, and consolidated reporting
make reconciliation a breeze.
With Bloomerang Payments, raise more money to support your mission. Provide a
better giving experience for your donors, pay lower fees, and get better support
—without all of the hassle that comes with using a third-party provider.

20. Stay connected to your donors with the Bloomerang mobile app.
Whether you are hosting an event, exhibiting at a conference or gathering, or meeting in person with a donor, capture
donations in the moment when constituents feel inspired and motivated to give. The app is available on iPad, iOS, and
Android devices.
Donor insights at your fingertips
Access the information you need to create
personal connections from anywhere. Just
open the mobile app on your smartphone
and access your full database.
Donation processing in real-time
With the Bloomerang mobile app and Stripe
swiper, you can take credit card donations
instantly while populating the constituent
profile in Bloomerang.
Improve donor retention
New donors are highlighted on your mobile
dashboard and give you the ability to easily
call them right from the app. Click through
to the donor’s profile and text, email or call
to thank them for their support.
Fundraise
on the go.
STAY CONNECTED
How we do it
Accept donations
Process credit card and cash donations
securely and update the donor’s profile in
Bloomerang instantly.
Connect with donors
Research your supporters ahead of
meetings so you can connect on a
personal level.
Real-time donations
See donations come through in real-time
and click through to the donor’s profile to
text, email or call to thank them.
Wealth screening
Run a quick wealth screen on potential
donors right from your phone.
Manage tasks
Create, assign and manage tasks
on-the-go so you don’t forget what the
next step is with a donor.
Update donor profiles
Use voice-to-text to easily capture notes
from a call or meeting in a donor’s profile
while the conversation is still fresh.
Track campaign progress
Monitor high-level, important metrics such
as campaign progress and donor
retention rate and take action.

21. Empower donors to give when they’re inspired to support your mission.
Tap to Pay
STREAMLINE IN-PERSON GIVING
Save Time
Eliminate manual data entry
by making processing
donations a breeze for both
you and your donors.
Increase Giving
Meet donors where they are
by offering preferred
payment methods so you
never have to say “no” to a
potential gift.
Strengthen Relationships
Data flows automatically into
your Bloomerang CRM, so
you can acknowledge and
nurture your donors with
ease.
Supercharge your event fundraising results by giving every team
member the ability to collect donations in seconds.
How we do it

22. Ensure that your constituent and
donor data stay secure.
USER PERMISSIONS
New user permission prevents standard user from seeing giving information
Use cases
Grant a board member access
so they can be assigned a task,
look up a constituent’s contact
information, and send the
constituent a handwritten note.
Grant a front-desk worker
access so they can merge
duplicate constituents,
standardize name formats,
update custom fields, and add
members to a group.
Grant a part-time volunteer
access so they can enter the
gifts that came in the mail
yesterday.
Learn more

23. Kate Kramer
Partner Marketing Manager
kate.kramer@bloomerang.com

24. Consultant Partner
Program

25. Bloomerang Volunteer + Donor Management
Transforming the way nonprofits attract,
engage, and sustain authentic relationships
with their donors and volunteers.
15% off Bloomerang Volunteer when bundled
with our donor management platform for new
Bloomerang customers.

26. ● Choice of extending discounts to
clients or getting paid a referral fee
for each referral that becomes a
Bloomerang customer
● Dedicated Bloomerang team member
for all your clients
● Inclusion in Consultant Directory
● Opportunities to present in
Bloomerang hosted webinars
● Engage with Bloomerang in a
meaningful way
Key Elements

27. Referring Clients Personalized Referral Site
provided to you by Bloomerang
● Website can be sent to your clients via
email or text
● Can be posted on your website, social
media accounts, and/or blog
● Ensures that all referrals are sent to
your Bloomerang team member

28. New Volunteer Management Resource
The Complete Volunteer Management Guide
Scan to download

29. Q&A

30. Would you like
additional information?

31. Upcoming Quarterly Consultant Webinar
November 15, 2023 at 2:00pm ET
If you have questions, suggestions or
opinions in advance please send them to
Kate.Kramer@bloomerang.com

32. Thank you