Thanks for choosing Bloomerang Fundraising! Before your organization can start using Bloomerang Fundraising’s tools, you’ll need to complete the sign-up process to make everything official! We’ve compiled some frequently asked questions to help. As always, please contact us by emailing [email protected] if you have any questions.
What documents are required to sign up?
Your organization’s W9
A voided check or bank letter
Federal determination letter*
*If your organization is based in Canada or you’re not using Worldpay, you will not need to provide a federal determination letter.
Your DBA documentation, if applicable
How do I upload documents?
You’ll be prompted during the application process when it’s time to upload your documents.
Why do I need a W9?
The W9 is used to verify your organization’s EIN status. This helps to keep fraudulent organizations from being able to set up an account.
I only have a starter check. Will that work?
Starter checks, check samples for reorder, and checks void of any fraud prevention measures aren’t sufficient on their own. If you'd like to use a starter check, you'll also need to upload a bank letter.
What is a bank letter?
A bank letter is an official document from your bank that provides important information about your organization’s official bank account and helps us with financial verification. The letter must meet all the following requirements:
Provided on bank letterhead dated within the past year
Signed by a bank official—name and contact information must be included
Organization name, account number, and routing number included
Why is a bank letter needed if I uploaded a voided check?
In some cases, we may need additional information to complete the financial verification process. Obtaining a bank letter in addition to a voided check helps us expedite this process.
Can I be the signer for my organization or is there someone more specific that should be the signer?
The signer should be a contact at your organization who has signing authority, such as an owner, officer, or partner. We’ll also need the title of their role within the organization.
If I'm signing up for Worldpay, why do you need my Social Security number and birthday?
When filling out the Signer Information, your Bloomerang Fundraising account holder will need to provide their Social Security number and birth date if you're also signing up for Worldpay. This is a requirement of the United States Department of the Treasury. This information is securely stored and only used to verify the identity of the account holder.
Why do you need to know if I have accepted credit cards online before?
Certain major credit card companies require us to ask this question to help with reporting and identifying fraud.
Is the Organization Start Date the date we founded or the date we start with Bloomerang Fundraising?
This is the date your organization was founded.
How do I access my application again?
Simply log back in to Bloomerang Fundraising and click the green button near the top right-hand side of the screen.
Can I use a P.O. Box?
You may enter a P.O. Box in the Mailing Address fields of the application but not in the Organization Address fields.
Can I send deposits to different accounts?
You can, but please note that each form can only deposit into one account at a time. For example, one form can't deposit into two accounts even if a restriction is selected or custom field question is answered. However, you can set up different forms to deposit into different accounts.
Can my deposits and debits go to separate accounts?
Yes, but the accounts must belong to your organization, and we’ll need the appropriate documents—voided check and/or bank letter—for each account.
How do I pay with my credit card?
Bloomerang Fundraising does not accept credit cards for fees. The only other option for payment, aside from direct debits from an approved bank account, is to request an invoice for payment by check for an additional cost. The additional cost is +10% of your monthly/quarterly fee or $10/month with the Starter package.
My organization has a DBA. How does that work?
If your organization has a DBA (which stands for “doing business as”), you can enter it in the DBA field on the first step of the sign-up application. Make sure you fill in your organization’s legal name as well in the Legal Name field on the final step. You’ll also need to upload an official document that was received from the Secretary of State that shows your organization’s name and verifies that your organization owns and also uses the DBA name.
We have a fiscal sponsor. What information do you need from them?
The fiscal sponsor must be a 501c3, and all of the information within this application must belong to the fiscal sponsor (W9, account holder name and title, Social Security number, date of birth, and bank account information).
Can you expedite my application?
Although we do our best to move your application swiftly through the process, the average processing time takes 5-7 business days, and we can’t guarantee a quicker timeframe.