When you create a pledge and click Frequency, One Time now appears in the list.

If you select this option, the pledge payment amount automatically equals the full pledge amount, and the number of payments is one.

A standalone Save button, so saving your work is always one click away.

While viewing a report, you can now edit the report name when you click the new Edit link next to the report name.

A new More menu opens the new Report Details modal and gives you quick access to Export, Schedule, and Delete.

You can now search your report results, so you find what you're looking for faster.

The report type, created date, and creator now appear after the report title.

The new Back to Reports button takes you back to your reports list.

Filter categories collapse and expand, so you can focus on the filters you're working with.

When you hover over a complex filter, such as the Has Specific Transactions filter and others, a tooltip now appears that shows the full details of that filter.

You can move a filter in two ways: drag it between Include and Exclude or between And and Or, or choose Include or Exclude from a drop-down list while you edit the filter.

The new filters count shows you how many filters your report includes. You can also click the filters count to hide the filters so you can see more of your report results while you work.

Click the new Columns button to open the new Manage Columns modal, where you can add, move, and remove columns in one place.

On the Manage Columns modal, column categories collapse and expand, so longer lists are easier to browse.

Click a column to open the new Configure Column modal, where you can change column settings and add or remove a grouping.

When you hover over a column name, the new More Options menu (three vertical dots) gives you quick access to column management options: sort order, column configuration, copy, and delete.

When you export a report, either from the Reports page or while you're editing one, you can now have two additional options: CSV and PDF.

When you export, the new Export Report modal opens instead of sending you to a separate download page.

You can close the Export Report window while your export finishes. Your most recent export stays available to download from that modal for 24 hours.

Automatic connection setup with Bloomerang CRM. For organizations new to the Bloomerang Giving Platform that have Bloomerang CRM along with Bloomerang Fundraising, Bloomerang Volunteer, or both, the products now connect automatically during onboarding. You no longer need to create and enter an API key yourself to link them.

Syncing between Bloomerang Volunteer and Bloomerang CRM. In Bloomerang Volunteer, on the Platform Settings page, the Automatic Sync and Sync New Volunteers settings are turned on by default, so your data begins flowing without any manual setup.

Connection restoration with Bloomerang CRM. If the credentials become invalid for the platform connection between Bloomerang CRM and Bloomerang Fundraising or Bloomerang Volunteer, Bloomerang now restores the connection automatically to prevent delays in your data flow.

When you click New Report, the New Report window now opens with every starting point in one list.

You can now search for a template by name. Enter a name in the Search Templates box to filter the list as you type.

You can now filter the list by type. Select a type, such as Constituent or Transaction, to show only matching starting points.

Start-from-scratch options now appear first, followed by report templates in alphabetical order, so your choices are easier to scan.

A new Donor Intelligence section on the Summary tab shows model-driven scores and a recommended ask amount, each paired with a suggested next step.

A new Prospect AI tab gives you an on-demand research profile for a constituent, covering capacity, giving history, professional background, and more.

With one click, turn insight into action. You can generate a prewritten email or assign a task from a donor intelligence recommendation or the research report.

The Data Health Hub offers more robust duplicate constituent detection that includes expanded matching rules, clear reasoning for flagged constituent pairs, proactive warnings about how merges will affect your data, and a record of resolved constituent pairs.

Fix formatting inconsistencies in your constituents' names from one place, so your constituents' names look the same anywhere they appear in your data and tools. Review suggestions from our Data Health Agent and accept, edit, or dismiss them.

To create a new folder, you now click the new Folder drop-down list and select New Folder.

To view reports by folder, you now click the new Folder drop-down list and select a folder.

To filter reports by status (Active, Inactive, and Scheduled), you now click the new drop-down list for statuses.

You can now read, add, or edit a report description without opening the report. In the Reports list, hover over the new icon next to a report and the description appears. To add or edit a description this way, you must be an admin or a standard user with permission to edit reports.

The Action drop-down menu is now named Actions.

If you increase the number of report rows on the page, the window now expands to include all of those reports so you don't have to scroll within a small window.

The report list has a refreshed, modern design.

Conversational reporting now includes the columns and filters for your custom fields.

The report list now includes a Last Viewed column so you can see when each report was last opened. You can also sort the list by this column.

The report type, creation date, and creator now appear on a line after the report name.

Columns now appear in this order: Name, Last Viewed, Last Modified, Frequency, Folder, and Action.

The Bloomerang CRM connection settings now appear on the new Platform Settings page instead of the Integrations page, as it is a Bloomerang Giving Platform connection. For easier navigation, the page is organized into sections for Sync Controls, Sibling Organizations, Activity Logs, and Authorization.

A new Verified First tile gives you a quick way to learn more about background checks for your volunteers in Bloomerang Learning.

On your Home page, move a dashboard tile to a new location, hide a tile you don't use, and show hidden tiles again whenever you want.

After you save your changes, the dashboard always shows your personalized view.

You can now set the billing frequency for a membership program to Annual or Monthly when you create it.

You can now create membership forms that are linked to monthly membership programs. The form shows membership levels with a monthly price and lets members know their membership will bill and renew each month.

When you manually create a membership for a constituent in a monthly program, the schedule now includes a Monthly frequency and processes payments each month on the start date.

Members who join a monthly program online are automatically enrolled in monthly autorenewal. They can cancel by contacting your organization.

If you enable online payment confirmation receipts, members in monthly programs now receive a receipt after each monthly payment.

If you use a third-party processor in Bloomerang CRM, or no processor, and you go to Payments > Payments Home to set up Bloomerang Payments, you'll now connect to the new Bloomerang Payments experience.

If you use a third-party processor:

If you started but didn't submit a Bloomerang Payments application before May 28, 2026, we'll redirect you to restart your application so you connect to the new Bloomerang Payments experience.

If you were granted an exception to use a third-party processor instead of Bloomerang Payments, when you go to Payments > Payments Home, you'll see an option to set up Bloomerang Payments.

When your organization enters an EFT payment directly in Bloomerang CRM, you can now manually enter the bank information. After you select EFT, the Enter Bank Details Manually link now appears. Click that link to enter the routing and account number.

When donors enter payment information on an online form, they can now enter EFT details manually. Donors can now click Enter Bank Details Manually and enter their routing and account number.

On the Reports page, describe the report changes you want in your own words. When you click Refine Report, Bloomerang CRM asks you for more context, if needed, and refines the report for you in seconds.

Anyone with permission to edit reports can use conversational reporting for edits.

On the Reports page, describe the report you want, such as donors who gave more than $500 last year. When you click Build Report, Bloomerang CRM:

Before you save the report, you can review it to make sure it's built the way you want.

After you save the report, you can manage it like any other report.

Anyone with permission to edit reports can use conversational reporting.

You can still manually build reports from scratch or start from a template if you prefer. You can also start with conversational reporting and manually edit your report.

When creating a new constituent, the Address field now automatically looks up matching addresses as you type. When you select a matching address, the City, State, and Zip Code fields now automatically populate.

When editing the address of an existing constituent, a new Search for an Address field automatically looks up matching addresses as you type. When you select a matching address, the City, State, and Zip Code fields now automatically populate.

When you select a different address for an existing constituent, you are prompted to replace the old address with the new one.

Your Home dashboard is now streamlined so you can focus on the key fundraising analytics that are most important to your organization's success. These tiles are now removed: Sustainability Scorecard, Recent Reports, and Recent Constituents. Tip: To track sustainability, ask Penny or run reports.

To view recent reports, click the new Recent Reports tab on the Reports page. This list now remembers the last five reports you viewed even if you log out of Bloomerang CRM.

On the Constituents page, your Recents list now remembers the last five constituents you viewed even if you log out of Bloomerang CRM.

The New Constituent button now appears next to the search box in your toolbar.

Set a goal: Set a revenue goal for the current fiscal year.

Get dual financial views: Toggle between Revenue and Raised to match your preferred reporting style. Bloomerang CRM remembers your choice even if you go to a different page or log out.

Visualize your progress: At-a-glance graphs show your big-picture progress. View the percentage and dollar amount achieved so far, and how far you have left to go.

Get a one-click report: Click your raised or revenue amount to automatically generate a transaction report with pre-applied filters.

To change the financial view, you now click the Raised or Revenue toggle. Bloomerang CRM remembers your chosen financial view, even if you leave this page or log out.

The refreshed design includes updated fonts and styling that help with readability.

The reporting Start from Scratch screen now includes clear descriptions of each report type to help users choose the right report for their needs.

The reporting Start from Scratch screen now offers two ways to create a Constituent report. These options differ in their starting columns, but are otherwise the same report type. One of these options focuses on constituent profile information, while the other focuses on constituent transaction information.

Constituent notes can now be pinned to the top of a constituent's profile. This provides a convenient and reliable way to store important constituent information, available at a glance. Only one note can be pinned at a time.

DonorSearch Batch Screen now gives you more data. Six additional wealth markers are now imported to constituent profiles in Bloomerang CRM: Political Affiliation, Business Revenue, Largest Gift Organization, Total Giving, Total Real Estate, and Foundation Membership. These markers are also available as report filters and columns.

For DonorSearch Batch Screen and the Generosity Score, new constituents are now screened within 24 hours, and existing constituents are screened every six months.

When you create an automation, you can now select the new Prospective Donors entry source.

Members of the Prospective group automatically enter the Prospective Donors automation if they are added to that group on or after the date you select. Bloomerang CRM automatically adds prospective donors to the dynamic Prospective group.

If a prospect donates, they and all of their household members automatically exit this automation.

To help you get started, a draft Prospective Donors automation appears that you can customize and publish. This example draft has a template guide based on best practices. Follow the guide or set up the automation how you'd like.

If a donor gives again before completing a donation automation, the donor now exits that automation and qualifies to enter a new one.

If you merge duplicate accounts, and one of the accounts was in an automation, Bloomerang CRM determines whether the constituent still qualifies to be in that automation.

To help you connect to payment settings and information more quickly, Payments moved to the top level of Bloomerang CRM and Bloomerang Fundraising.

Your organization is new to Bloomerang and based in the United States, and

Your Bloomerang CRM or Bloomerang Fundraising account was created on or after February 10, 2026

You're an existing customer, and/or your Bloomerang CRM or Bloomerang Fundraising account was created before February 10, 2026, or

Your organization isn't based in the United States, or

Your purchase includes auctions or peer-to-peer fundraising in Bloomerang Fundraising

Bloomerang CRM and Bloomerang Fundraising now use the same payments platform: Bloomerang Payments.

If you have both Bloomerang CRM and Bloomerang Fundraising:

Set up Bloomerang Payments with ease. The redesigned onboarding experience happens entirely within Bloomerang CRM or Bloomerang Fundraising.

You only have to set up Bloomerang Payments once to use it in both Bloomerang CRM and Bloomerang Fundraising.

The underwriting process is now much faster and can take as little as five minutes.

You can now manage your Bloomerang Payments account without leaving Bloomerang CRM or Bloomerang Fundraising. Account and payment frequency settings moved to Payments > Payments Home > Settings.

Redesigned payouts pages help you better manage payouts to your bank account:

Redesigned transaction failures pages help you find and resolve those transactions. Go to Payments > Payments Home and click Transaction Failures.

Online confirmation receipts in Bloomerang CRM moved to Payments > Payment Confirmation.

Payment method entry in Bloomerang CRM, in Bloomerang Fundraising, and on constituent-facing forms has a refreshed design.

The eCheck/ACH payment option has a refreshed interface in Bloomerang Fundraising.

Google Pay is now supported as a payment option in Bloomerang Fundraising.

Apple Pay is now included by default as a payment option in Bloomerang Fundraising.

If your organization is in the United States, you must use Bloomerang Payments to process transactions, unless you use auctions or peer-to-peer fundraising in Bloomerang Fundraising, or unless you were granted an exception for another reason.

You can't deactivate Bloomerang Payments.

If your organization is outside of the United States, you must use either Authorize.net or Stripe Connect to process transactions.

You can't sign up to use BluePay in Bloomerang CRM.

Payment processing fees in Bloomerang Fundraising will be processed at the time of the transaction prior to payout, streamlining contribution reconciliation.

Ask AI now appears in the toolbar on every page in Bloomerang CRM. When you click this button, Penny opens.

Start a new conversation whenever you want. Penny is always available.

Select a suggested prompt or ask Penny a question in your own words.

Read or continue past conversations. When you continue a conversation, Penny remembers what you already talked about within that conversation.

To help improve Penny, you can rate each response and enter feedback.

You can turn off Penny for everyone in your organization. This setting now appears at Settings > Organization.

Your data is secure, private, and never used to train external AI models. Read the Bloomerang Ethical AI Statement.

To help you get started, example draft automations now appear that you can customize and publish:

Each example draft appears only if your organization has never created an automation using that entry source (Select a Group, Initial Membership Payment, Happy Birthday, or Donor Anniversary).

Example drafts for birthdays and celebrations have an example template guide that is based on best practices. You can follow the guide or set up the automation how you'd like.

When you create a new group-based automation, you can now select this option: Automatically enter and exit constituents based on group membership.

When this option is on:

This option is on by default for new group-based automations that you create on or after January 8, 2026, but you can turn it off.

In existing group-based automations that you created before January 8, 2026, this option is off.