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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.
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support@bloomerang.com. Our support team is amazing!

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

Poll

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? (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

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.)

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

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

Green = mandatory
Grey = optional

Resources
Bloomerang Knowledgebase and Support Portal

Resources
Knowledgebase
Donations and Pledges

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