Bloomerang CRM categorizes transaction types as either raised or revenue.
Raised
Raised is money you received from donations plus the total value of any pledge that has been made but not necessarily paid on.
Raised includes donation payments, recurring donation payments, and pledges. If you have the membership management add-on, raised also includes membership payments.
Revenue
Revenue is money you actually received from your constituents.
Revenue includes donation payments, pledge payments, and recurring donation payments. If you have the membership management add-on, revenue also includes membership payments.
Revenue is not impacted by soft credits applied to pledges.
Raised and Revenue Comparison
The following table shows whether each transaction category counts toward raised, revenue, or both.
Transaction Category | Raised | Revenue |
Donation | Yes | Yes |
Pledge Payment | No | Yes |
Pledge | Yes | No |
Recurring Donation Payment | Yes | Yes |
Membership Payment | Yes | Yes |
The key difference between raised and revenue is between pledges (raised) and pledge payments (revenue). The following are not considered raised or revenue transaction types:
Recurring donation schedules
Membership schedules
Soft credits
Fundraised donations (the original donation counts toward raised and revenue on the donor's record, but the donation does not count a second time on the fundraiser’s record)
Note: A soft credit applied to a pledge reduces the linked donation's raised amount by the amount of the soft pledge.
Raised and Revenue Amounts in Bloomerang CRM
Raised and revenue amounts can be found in the following areas of Bloomerang CRM.
Dashboard — On the Home page, on the Totals by Level,Month-Over-Month Comparison and Cumulative Year-Over-Year Pacing tiles, you can toggle between Revenue and Raised for transaction data. For each campaign, the progress bar shows the amount raised for that campaign.
Giving Summary — In each constituent profile, the Giving Summary on the Summary Page, you can toggle between raised and revenue transactions and soft credits.
Groups Summary — On the Group Details page for any group, view a revenue and transaction summary.
Reports — In reports, raised and revenue amounts are available in as both filters and columns.
"Giving" refers to a constituent's highest total giving amount in any fiscal year. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. Giving does not include fundraised amounts. For more information, read About Giving Levels.
Raised Amounts and and Pledge-Applied Soft Credits
Calculating the Total Raised
A donation's raised amount is its own amount, minus the total of any soft credits on it that are applied to a pledge:
raised = donation amount − total of soft credits applied to a pledge
One donation can carry more than one soft credit. Every soft credit applied to a pledge reduces the donation's raised amount, and the reduction is the total across all of them. This is common on United Way checks, where a single donation is soft credited to many donors.
If the soft credits applied to pledges add up to more than the donation amount, the raised amount stops at $0. It never goes negative.
Indirect Donations with Pledge-Applied Soft Credits
Donors often give through a donor-advised fund (DAF), a foundation, or United Way. You enter the donation on the third party's constituent account and soft credit the original donor. If that donor has an active pledge, you can apply the soft credit to the pledge.
Because the amount of the pledge is already counted as raised, Bloomerang CRM reduces the donation’s raised amount by the amount of the soft credit. This reduction avoids the risk of double-counting the pledge gift and keeps your raised amounts accurate.
For example, My Organization receives a $10,000 gift from a DAF and soft credits Avery Chen, the original donor. Avery has an active $25,000 pledge, and $2,500 of the gift is applied to it. The donation contributes $7,500 to raised. The $2,500 was already counted when Avery made the pledge. The remaining $7,500 is new money and still counts.
Unchanged Details
When you apply the soft credit on a donation to a pledge, many details remain the same, including:
The transaction type. The gift stays a donation. It does not become a pledge payment.
Revenue. The donation's revenue amount is still its full amount.
Anything your donors see. Receipts, acknowledgments, year-end giving statements, and exports are unchanged. Soft credits still appear in the Indirect Donations section of giving statements.
Standalone gifts. A DAF or United Way donation with no pledge linkage counts toward raised and revenue exactly as before.
Pledge-Applied Soft Credit Indicators
Bloomerang CRM marks these transactions so you can spot them without opening each one:
On the donation record, the soft credit row shows an Applied to Pledge label. Read Add or Edit Soft Credits.
On both constituents' Timeline pages, the donation shows
(Pledge payment)after the fund name. Read About the Constituent Timeline.The same
(Pledge payment)text appears in the Recent Activity section on the constituent Summary page. Read About the Constituent Summary.In reports, the donation row shows an Applied to Pledge label. Read more about Bloomerang CRM’s report types.
Raised and Revenue in Reporting
You can report on raised and revenue amounts in both transaction reports and constituent reports. Use transaction reports if you are looking for full transaction details, and constituent reports if you want to report on constituent details with some transaction information.
In a transaction report, you can report on raised or revenue amounts by filtering for type (such as donation, pledge, etc.), or for raised amount or revenue amount, and then entering a range. Filtering by type gives you more control to find specific transactions, while filtering with raised amount or revenue amount can behave like shortcuts and display all transactions that fall into the categories raised or revenue.
By default, transaction reports include a column for amount. Amount includes all transactions regardless of type. You can add raised amount or revenue amount to the report in addition.
If raised is a larger amount than revenue, the constituent most likely has an open pledge, because pledges and pledge payments are the main determining transaction types.
Important: Amount can include both raised amounts and revenue amounts if they exist, which can inflate totals depending on how you are doing your reporting.
When to Report on Raised or Revenue Amounts
Raised amounts are useful when you are looking to forecast or view projected revenue. For details, read Report on Projected Revenue for details. Bloomerang CRM has a Projected Cash Flow report template that you can use as a starting point.
If you want to look at actual dollars that have been received, for example, at the end of a campaign or as a result of an appeal, use revenue amounts.
You can also compare raised and revenue amounts within the same report to gain an understanding of how successful fundraising efforts have been.