0323 Bloomerang Academy slides

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

2. Ask questions
Live Transcript
Share ideas
Housekeeping

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. 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

5. Poll

6. Donations and Pledges Part 1

7. 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

8. 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.)

9. 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

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

11. Green = mandatory
Grey = optional

12. Resources
Bloomerang Knowledgebase and Support Portal

13. Resources
Knowledgebase
Donations and Pledges

14. Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!