Credit a constituent or user for fundraising a donation even though another constituent actually gave the money.
For example, you can credit a board member who helped to fundraise a gift during a board give-get or other event. Or, you can credit a major gift officer who raised donations peer to peer or over social media.
In Bloomerang CRM, the fundraiser can be either a constituent or a user. When you add a fundraiser to a transaction, you track the fundraiser’s activity without affecting the fundraiser’s personal donation analytics in Bloomerang CRM. The gift only affects the donor’s donation analytics.
Add Fundraisers to Transactions
You can add, view, or unlink fundraisers on various transactions.
To add a fundraiser to a new transaction, first follow the steps to create a new payment or pledge for the appropriate transaction type:
Or, to add a fundraiser to an existing transaction, open the transaction from the appropriate constituent’s timeline:
On the Search results page, select Timeline.
Select a transaction on the Timeline.
The transaction opens.
Then, add a fundraiser to the transaction:
On the New or Edit page for the transaction, click the + icon in the Fundraiser section.
Note: For split payments, you can manage fundraisers on the Payment tab but not on tabs for the specific designations.
In the Add Fundraiser window, select whether the fundraiser is a constituent or a user.
Click Next.
In the Search bar, enter and select the correct constituent or user name.
Click Add.
Click Save.
Note: If you convert a donation to a recurring donation payment, pledge payment, membership payment, or split payment, the fundraiser stays on the transaction.
View Fundraisers
To view a fundraiser on a transaction:
On the Search results page, select Timeline.
On the Timeline, select a transaction. The transaction opens.
If the transaction has a fundraiser attached, the fundraiser’s name appears in the Fundraiser section.
Note: If the fundraiser’s name changes, or the fundraiser is deleted or deactivated, users can still see the fundraiser on transactions. When a fundraiser’s name changes, users see the fundraiser’s new name.
Unlink Fundraisers
You can unlink fundraisers from transactions:
On the Search results page, select Timeline.
On the Timeline, select a transaction. The transaction opens.
In the Fundraiser section, next to the current fundraiser’s name, click the Unlink Fundraiser
icon.
If you do not want to add another fundraiser, click Save.
Edit Fundraisers
In a transaction, you can change a fundraiser to a different constituent or user:
On the Search results page, select Timeline.
On the Timeline, select a transaction. The transaction opens.
In the Fundraiser section, next to the current fundraiser’s name, click the Unlink Fundraiser
icon.
To add a different fundraiser, follow the steps in the Add Fundraisers to Transactions section.
Acknowledge Fundraisers
Thank fundraisers for their efforts with acknowledgement emails or letters. For example, you might inform a fundraiser how much money they’ve raised.
To acknowledge fundraisers:
Select the Communications drop-down list.
Select Emails or Letters.
Select Constituent or Transaction for the email or letter type.
To filter the audience to fundraisers, add email filters or letter filters to the Recipients section.
If the email or letter type is Constituent, select the Is a Fundraiser filter.
If the email or letter type is Transaction, select the Fundraiser Name filter.
Add merge fields as needed. For example, you might include Year-to-Date Fundraised, Last Year Fundraised, or Lifetime Fundraised.
After you edit the design as needed, save the acknowledgement.
Add the acknowledgements to transactions as needed.
Run Reports on Constituents Who are Fundraisers
To filter and export constituents based on fundraiser data:
Select Reports.
Click Build a Report from Scratch.
Click Constituents.
Click Add Filter.
In the Search box, enter and select Is a Fundraiser.
Click OK.
To add columns related to fundraisers, click Add Column.
In the Search box, enter and select any of the following options:
Is a Fundraiser
Last Year Fundraised
Lifetime Fundraised
Year-to-Date Fundraised
Click Add Columns.
To export the report, click Save and, then click Export to Excel.
Run Reports on Transactions Tied to Fundraisers
To filter and export transactions based on fundraiser data:
Select Reports.
Click Build a Report from Scratch.
Click Transactions.
Click Add Filter.
In the Search box, enter and select Fundraiser Name.
Set the Fundraiser Name condition and add a constituent name in the Search box.
Click OK.
To add columns related to fundraisers, click Add Column.
In the Search box, enter and select Fundraiser Name.
Click Add 1 Column.
To export the report, click Save and, then select Export to Excel.