2023-Oct New User Orientation.pdf
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This document provides an overview and agenda for a Bloomerang Academy orientation webinar. It introduces the presenter Diana Otero and covers basic Bloomerang terminology like funds, campaigns, and appeals. The webinar will cover report basics, settings, constituents and groups, gift entry, letters and emails, data tools, payments and fundraising, and learning objectives to help attendees navigate and use Bloomerang. Resources are also listed for attendees to reference after the session.
2023-Oct New User Orientation.pdf
- 1. Welcome to Bloomerang Academy Thank you for joining us! Please tell us where you are joining us from and what the weather is like where you are today….drop it in the CHAT!
- 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. Our dial in number in case you need it today: +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!
- 5. Diana Otero Diana Otero is the Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit driven and powered by volunteers. Manager, Product Marketing
- 6. Agenda 1. 2. 3. 4. General Overview Report Basics Settings Constituents & Groups 5. Gift Entry Letter & Email Basics 6. Data Tools 7. Payments & Fundraising 8.
- 7. Learning Objectives Build confidence in navigating and using Bloomerang Become familiar with different areas of Bloomerang to help understand what I need to accomplish my objectives Learn the basics of how to accomplish my tasks efficiently
- 8. Let’s jump right in!
- 10. 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 TIP: Set up your funds to mimic your finance/accounting system. This makes record-keeping easier!
- 11. 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.
- 12. Appeals Examples: ● Spring Appeal ● Major Gift Ask ● Personal Solicitation ● Event Sponsorships Appeals are a specific request for funds Fund, Campaign, and Appeal Basics This can help you see which types of funding requests have been most successful in the past.
- 13. Review: Bloomerang Transaction Types Transaction Type Raised Revenue Donation ✔ ✔ Pledge ✔ Pledge Payment ✔ Recurring Donation Schedule Recurring Donation Payment ✔ ✔ Soft Credit Dollars committed Dollars received
- 14. Donations One-time Event registrations In-kind Gifts of stock Recurring payments Pledge payments
- 15. Donations Use and report on Appeal for event registrations Report on Method = In Kind for in-kind gifts Fill in Notes for additional details Want to track additional info? Create custom fields. You can create as many custom fields as you need You can add custom fields as filters, columns, and merge fields
- 16. Pledge vs Recurring Donation Pledge Recurring Donation Total Amount Recurring Amount Timeframe Frequency Fulfilled when payments equal pledge amount Open-ended, continues until the donor requests to stop Payment methods may vary Typically auto-processed Example: A pledge of $5,000 paid in installments over the next five years Example: A recurring gift of $50 a month
- 17. Soft Credits A soft credit is a way to give a constituent monetary credit for another constituent’s donation. Typically used for recognition purposes. A soft credit is not actual received funds and is not tax deductible. Use it to track the fundraising efforts of your solicitors, board members, event participants, matching gifts, and more. Donation Soft Credit Donor Solicitor, Board Member, P2P Fundraiser Employer Match Employee Donor Advised Fund, Family Foundation Individual donor United Way Individual donors
- 18. Soft Credits Peer-to-Peer Fundraiser Your Nonprofit Solicitor/Board Member Donor Donor Donor Donor Soft Credit Soft Credit Donation Donations
- 19. Resources Knowledgebase User & Organization Settings Bloomerang Payments Funds, Campaigns, & Appeals Email Setup Billing Bloomerang Academy Set Up Your Database for Success Bloomerang Constituents and Households Bloomerang Gift-Entry and Reporting Foundations Get Started with Online Giving: Bloomerang Forms Reports and Filters Basics Creating and Sending Emails Creating Thank You Letters with Bloomerang
- 20. Resources Bloomerang Knowledgebase and Support Portal
- 21. Poll
- 22. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!