Administrators can set up as many funds, campaigns, or appeals as your organization requires. Each fund, campaign, and appeal must have a unique name.
View Funds, Campaigns, and Appeals
To view active and deactivated funds, campaigns, and appeals:
Click Settings.
Click Custom Data.
On the Funds, Campaigns, or Appeals tile, click the Select button.
Tip: To monitor your campaign progress, go to the Home dashboard and then go to the Campaigns tile. To quickly go to the settings for each campaign, click View All. Read more about this.
Create Funds
Funds designate where donations are used in your organization. Most organizations have program-specific funds and an unrestricted fund where donations can be used for any need.
Each transaction in Bloomerang CRM must be marked with a fund. For example, when you enter a new one-time donation, recurring donation, membership, or pledge, you must select a fund.
Note: If you have QuickBooks Desktop enabled, read QuickBooks Desktop Feature Setup to set up your funds.
To create a fund:
Click Settings.
Click Custom Data.
On the Funds tile, click the Select button.
On the Funds page, click New.
In the Name text box, enter a name that describes where the money will be used.
Tip: Use the same name that you use in your accounting system. This makes syncing your Bloomerang CRM data with your accounting system easier.
To make this the default fund for online giving forms or donations you enter directly in Bloomerang CRM, click Default.
Click Save.
Create Campaigns
Setting a date range ensures accuracy of your raised totals on the dashboard if your campaigns are time sensitive.
To create a campaign:
Click Settings.
Click Custom Data.
On the Campaigns tile, click the Select button.
On the Campaigns page, click New.
In the Name text box, enter a name that describes your campaign.
(Optional) In the Goal text box, enter a monetary goal. Only active campaigns with goals appear on the dashboard.
(Optional) To set a start date and end date:
Click Date Range.
Select one of these options:
Calendar Year — To use the current calendar year to calculate the raised amount.
Fiscal Year — To use the current fiscal year to calculate the raised amount. You can adjust the fiscal year for Bloomerang CRM in your organization settings.
Custom — To use a custom date range to calculate the raised amount. The custom date range appears on the dashboard.
Click Save.
Create Appeals
We recommend creating separate appeals for recurring events or solicitation methods. Individual appeals help you to precisely track which appeal generated a donation and can increase your accuracy when comparing the success of your fundraising activities year over year.
For example, if you have the same gala event every year, create an appeal named Gala 2026 Appeal for this year and a separate Gala 2027 Appeal for next year. Deactivate older appeals as needed to keep your data entry clean.
To create an appeal:
Click Settings.
Click Custom Data.
On the Appeal tile, click the Select button.
On the Appeals page, click New.
In the Name text box, enter a name that describes your appeal.
Click Save.
Change the Default Fund
To change the default fund:
Click Settings.
Click Custom Data.
On the Funds page, click the fund you want to make the new default.
Click Default.
Click Save.
Deactivate Funds, Campaigns, and Appeals
Funds, campaigns, and appeals are connected to transactions, so they can't be deleted. However, if you aren't using particular funds, campaigns, or appeals anymore, you can deactivate them.
After you deactivate a fund, campaign, or appeal, you can't select it when entering a donation or creating forms.
Warning: If you deactivate a fund in Bloomerang CRM, and that fund appears on a Kindful Fundraising form, transactions do not sync from Kindful Fundraising to Bloomerang CRM.
To deactivate a fund, campaign, or appeal:
Click Settings.
Click Custom Data.
On the Funds, Campaigns, or Appeals tile, click the Select button.
Next to the fund, campaign, or appeal, click the down arrow.
Click Deactivate. The deactivated fund, campaign, or appeal appears in gray, italicized font.
If a "Cannot Deactivate Fund" error message appears:
In the error message, click the name of the form. The Edit Form page open in a new browser window.
On the Edit Form page, go to the Fund, Campaign, and Appeal section.
Do one of the following:
Select a different fund, campaign, or appeal.
To remove a campaign or appeal from this form, select the blank option.
Save the form.
Repeat these steps for each form in the list.
On the "Cannot Deactivate Fund" error message, click Try Again.
