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Set Up Bloomerang Payments in Bloomerang Fundraising

Updated over 3 weeks ago

Welcome to Bloomerang Fundraising! This article helps you set up Bloomerang Payments, the payment processor built into Bloomerang Fundraising.

You can start using Bloomerang Fundraising right after you submit a Bloomerang Payments application, but your application must be approved before you can start processing transactions.

Do These Steps Apply to Me?

If your organization is new to Bloomerang Fundraising, and you see only a Welcome page in Bloomerang Fundraising, follow the steps in this article to set up Bloomerang Payments.

If you're not using Bloomerang Payments as your payment processor, check out this article instead.

Step 1 — Gather Required Information

Gather the information you’ll need to set up Bloomerang Payments. For a list of requirements, read Information Required to Set Up Bloomerang Payments.

Step 2 — Set Up Bloomerang Payments

Setup and approval often takes only a few minutes. If you must submit more information to get approved, it can take up to 72 hours.

To set up Bloomerang Payments:

  1. Log in to Bloomerang Fundraising.

  2. Read the Welcome message and then click Set Up Bloomerang Payments.

  3. If you are using only Bloomerang Fundraising without Bloomerang CRM, you’ll be prompted to share information with Stripe to keep your personal details secure. Click Add information, and then follow the prompts to receive a verification code.

  4. On the About your business page, select Nonprofit organization as your Business type. To make sure card issuers assign a correct merchant category code to your organization, we recommend that you don't select Individual or Business.

  5. Click Continue.

  6. On the Tell us about your business page, enter your organization’s business details:

    1. Legal business name

    2. (Optional) Business name (Doing Business As)

    3. Employer Identification Number (EIN)

    4. Business address

    5. Business phone number

    6. Industry

    7. Business website

  7. Click Continue.

  8. On the Verify your personal details page, enter your administrator’s personal legal information:

    1. Legal first name and last name

    2. Email address

    3. Job title

    4. Date of birth

    5. Home address

    6. Phone number. Make sure this is your administrator's mobile phone number, not a landline.

    7. Social Security number (SSN), last four digits

  9. Click Continue.

  10. On the Select an account for payouts page, search for or select your bank.

  11. Click Agree and Continue so Stripe can connect to your bank. This connection is secure and encrypted.

  12. Select an account and then click Connect account.

  13. Log in to your bank. The steps that appear depend on your bank, but steps like these might appear:

    1. Enter the username and password for your bank account.

    2. Click Log In.

    3. Enter the authorization code sent to your phone number.

    4. Click Continue.

    5. Click Continue again.

  14. Select which bank account Bloomerang Fundraising will use to deposit your payouts.

  15. (Optional) To save your account with Link, click Save with link. Otherwise, click Not now.

  16. Click Done.

  17. On the Select an account for payouts page, the payout account you selected appears. Click Continue.

  18. On the Review and submit page, make sure all of your information is correct.

  19. If the status Incomplete appears in any section, click Edit to update your information.

  20. After you click Edit, if the status Required appears in the Verify Business section:

    1. Click Start Upload.

    2. Select which document to upload and then click Continue.

    3. Click Select File and then select a file on your computer.

    4. Select one or more checkboxes to confirm that your information is exactly as provided.

    5. Click Submit.

    6. Click Save.

  21. Click Agree and submit.

  22. Click Submit.

You can start using Bloomerang Fundraising right after you submit your application, but you can’t process transactions until your application is approved. When you’re approved, we’ll send an email to the email address you entered when you set up Bloomerang Payments. This email comes from [email protected].

Finalize Setup

If you’re using Bloomerang Fundraising without Bloomerang CRM, you’ll finalize your account setup by confirming a few important details about your organization, including your Fee Schedule and Bank Information.

  1. Enter your bank’s Routing Number and Account Number.

  2. Read and agree to the Fees and ACH Debit Authorization.

  3. Click Finish and Continue.

Enter More Information

If we require more information to get you set up, we’ll send an email to the email address you entered when you set up Bloomerang Payments. This email comes from [email protected].

You must enter the required information in Bloomerang Fundraising to get approved and start processing transactions.

To enter more information for Bloomerang Payments:

  1. Log in to Bloomerang Fundraising.
    ​Tip: If you also have Bloomerang CRM, you can log in there to enter more information for Bloomerang Payments.

  2. Click Payments.

  3. Click Continue Setup. A message appears that explains what information couldn’t be verified.

  4. Click Continue.

  5. If the status Verification Issue appears in any section, click Edit.

  6. After you click Edit, if the status Required appears in the Verify Business section:

    1. Click Start Upload.

    2. Select which document to upload and then click Continue.

    3. Click Select File and then select a file on your computer.

    4. Select one or more checkboxes to confirm that your information is exactly as provided.

    5. Click Submit.

    6. Click Save.

    7. Click Agree and Submit.

Manage Your Bloomerang Payments Account

After you set up Bloomerang Payments and get approved, you can:

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