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Track Fundraised Donations

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:

  1. Search for the constituent.

  2. On the Search results page, select Timeline.

  3. Select a transaction on the Timeline.
    The transaction opens.

Then, add a fundraiser to the transaction:

  1. 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.

    New split payment with the Payment tab highlighted.

  2. In the Add Fundraiser window, select whether the fundraiser is a constituent or a user.

    Add Fundraiser window with the option to select Constituent or User.

  3. Click Next.

  4. In the Search bar, enter and select the correct constituent or user name.

  5. Click Add.

  6. Click Save.

    Save button for a new or edited payment.

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:

  1. Search for the constituent.

  2. On the Search results page, select Timeline.

  3. On the Timeline, select a transaction. The transaction opens.

  4. 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:

  1. Search for the constituent.

  2. On the Search results page, select Timeline.

  3. On the Timeline, select a transaction. The transaction opens.

  4. In the Fundraiser section, next to the current fundraiser’s name, click the Unlink Fundraiser icon.

  5. 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:

  1. Search for the constituent.

  2. On the Search results page, select Timeline.

  3. On the Timeline, select a transaction. The transaction opens.

  4. In the Fundraiser section, next to the current fundraiser’s name, click the Unlink Fundraiser icon.

  5. 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:

  1. Select the Communications drop-down list.

  2. Select Emails or Letters.

  3. Create the email or the letter.

  4. Select Constituent or Transaction for the email or letter type.

    New email with a Purpose of Acknowledgment and a Type drop-down list.

  5. 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.

  6. Add merge fields as needed. For example, you might include Year-to-Date Fundraised, Last Year Fundraised, or Lifetime Fundraised.

  7. After you edit the design as needed, save the acknowledgement.

    Save button for a communication.

  8. Add the acknowledgements to transactions as needed.

Run Reports on Constituents Who are Fundraisers

To filter and export constituents based on fundraiser data:

  1. Click Reports.

  2. Click New Report.

  3. Click Constituent - Profile Starter (from Scratch).

  4. Click Start Report.

  5. In the Include section, click Add Filter.

  6. In the Add Filter search box, enter Is a Fundraiser.

  7. Click the Is a Fundraiser filter.

  8. Click Apply.

  9. To add columns related to fundraisers:

    1. Click Columns.

    2. In the Search Columns box, enter and select any of the following options:

      • Is a Fundraiser

      • Last Year Fundraised

      • Lifetime Fundraised

      • Year-to-Date Fundraised

    3. Click Add.

    4. When you're done adding columns, click Apply.

  10. To export the report:

    1. Click More.

    2. Click Export.

    3. Select a file format for your export: CSV, PDF, or Excel.

    4. Click Export.

Run Reports on Transactions Tied to Fundraisers

To filter and export transactions based on fundraiser data:

  1. Click Reports.

  2. Click New Report.

  3. Click Transaction (Start from Scratch).

  4. Click Start Report.

  5. In the Include section, click Add Filter.

  6. In the Add Filter search box, enter Fundraiser Name.

  7. Click the Fundraiser Name filter.

  8. In the Value text box, enter the fundraiser's name.

  9. Click Apply.

  10. To add columns related to fundraisers:

    1. Click Columns.

    2. In the Search Columns box, enter Fundraiser Name.

    3. Click Add.

    4. Click Apply.

  11. To export the report:

    1. Click More.

    2. Click Export.

    3. Select a file format for your export: CSV, PDF, or Excel.

    4. Click Export.

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