Fundraising
Donations, payments, prospecting, funds, campaigns, and appeals
106 articles
Donations & Pledges
Track, manage, and process donations and pledges.
- Create or Edit Recurring Donations
- View and Manage Acknowledgement Information
- Add and Acknowledge New Donations at the Same Time
- Add or Edit Recurring Donation Payments
- Create or Edit Split Payments
- About Online Payment Confirmation Receipts
- Track Indirect Donations Made Through United Way
- Rapid Gift Entry Basics
- Track Indirect Donations Made Through Donor-Advised Funds and Foundations
- About Confirmation Emails, Online Payment Confirmation Receipts, and AcknowledgementsBloomerang CRM
- How Do Failed Payments Affect Revenue? (Legacy)Bloomerang CRM
- Resolve Credit Card Payment Failures (Legacy)Bloomerang CRM
- Create or Edit One-Time Donations
- Create or Edit Pledges
- How Do Supporters Donate Online?
- Refund, Delete, or Edit Pledge PaymentsBloomerang CRM
- Refund or Delete DonationsBloomerang CRM
- Track Fundraised Donations
- Find Unacknowledged DonationsBloomerang CRM
- Write Off or Delete Pledges
- About Pledges
- About Recurring Donations
- Enter In-Kind Donations
- What is the difference between a pledge and a recurring donation?
- View Recurring Donation Schedules
- Refund or Remove Split PaymentsBloomerang CRM
- Edit Pledge Schedules
- How do I make a donation anonymous?
- About Donations
- How do I know if a credit card is about to expire?
- How do I record non-deductible amounts? For example, a $100 transaction in which $25 purchased a ticket to an event and was not tax-deductible and $75 was a donation.
- Track Matching Gifts
- Add or Edit Soft CreditsManage soft credits in Bloomerang CRM
- Update the Payment Method for a Payment Schedule
- Track Planned Gifts
- Prepare for Giving Season
- Process, Refund, and Edit Card and EFT Payments (Legacy)Bloomerang CRM
- How do I log checks sent last year that I received this year?
- Record Gifts of Stock
- Add Pledge Payments
- Set End Dates on Recurring Donation SchedulesEnd or pause recurring donation schedules in Bloomerang CRM by adding an end date
- Payment MethodsBloomerang CRM
- Track and Acknowledge Split Payments
- Convert Donations to Recurring Donation Payments or Pledge PaymentsBloomerang CRM
- What should I do when someone overpays on a pledge? Should I change the original pledge amount to reflect the overage or should I add the excess as a separate donation transaction?
- Resolve Credit Card Payment FailuresBloomerang CRM
- Process, Refund, and Edit Card and EFT PaymentsBloomerang CRM
- Enable and View Online Payment Confirmation ReceiptsBloomerang CRM
- Track Revenue and Raised by Giving LevelBloomerang CRM
- Manage Failed EFT PaymentsCreate and schedule automated reports to identify and track EFT payment failures in Bloomerang CRM.
Bloomerang Payments
Use Bloomerang Payments, the payment processer built into Bloomerang CRM, to accept and process donations.
- Manage Payouts from Bloomerang Payments (Legacy)Bloomerang CRM
- Manage Your Bloomerang Payments Account (Legacy)Bloomerang CRM
- Payment Processors Integrated with Bloomerang CRM
- Migrate Recurring Donations to Bloomerang Payments
- Information Required to Set Up Bloomerang Payments
- About Bloomerang PaymentsBloomerang CRM
- Set Up Bloomerang Payments in Bloomerang CRMBloomerang CRM
- Manage Your Bloomerang Payments AccountBloomerang CRM
- Manage Payouts from Bloomerang PaymentsBloomerang CRM
- About Digital Wallets (Apple Pay, Google Pay, PayPal, and Venmo)
- Bloomerang Payments: Change the Mobile Phone Number for Stripe Authentication
- Sign In to Stripe to Manage Your Bloomerang Payments Account
Transaction Processors
Set up payment processors to accept and process donations.
- PayPal & Venmo Add-On: Update Account Info (Bank Account and Social Security Number)
- Enable the PayPal & Venmo Add-On
- About the PayPal & Venmo Add-On
- Find Fraudulent Constituent Accounts
- Add BluePay to BloomerangBloomerang CRM
- PayPal & Venmo Add-On: Update Your Stripe Information When We Can’t Verify Your Account
- Add Stripe to Bloomerang CRMBloomerang CRM
- Add Authorize.Net to Bloomerang CRMBloomerang CRM
- Update Your Stripe ProcessorBloomerang CRM
- Create a BluePay AccountBloomerang CRM
- Test Credit Card Transactions Directly Entered in Bloomerang CRM with Authorize.net and StripeBloomerang CRM
- Unlinking Transactions from Transaction Processors
- Deactivate a Transaction ProcessorBloomerang CRM
- Test Forms with Credit Card Transactions Through Authorize.net and Stripe
- Add a Stripe Restricted API Key to Bloomerang CRM
Kindful Fundraising add-on for Bloomerang CRM
Create and manage donation pages, crowdfunding causes, donation plugins, text to donate, and events
- Manage a Kindful Fundraising Donor Portal Account
- Customize Your Main Donation Page in Kindful Fundraising
- Text to Donate with Kindful Fundraising
- Create a Crowdfunding Cause in Kindful Fundraising
- Update Your Account Settings in Kindful Fundraising
- Manage Your Events in Kindful Fundraising
- About PayPal & Venmo Add-On in Kindful Fundraising
- Default Kindful Fundraising Confirmation Emails
- Kindful Fundraising and CAPTCHA
- Create a Kindful Fundraising Donor Portal Account
- Manage Your Crowdfunding Cause in Kindful Fundraising
- Refund a Kindful Fundraising Transaction
- Crowdfunding for Team Members in Kindful Fundraising
- Connect to Kindful Fundraising
- Payment Methods in Kindful Fundraising
- Donate to an Initiative in Kindful Fundraising
- Create an Event Page with Kindful Fundraising
- Getting Around Kindful Fundraising
- Create a Donation Plugin with Kindful Fundraising
- Kindful Fundraising Donation Pages
Funds, Campaigns & Appeals
Funds, campaigns, and appeals are fields on transactions. These fields help you track why money was donated and what that money is reserved for.
Moves Management
Create a moves management plan to cultivate prospective major donors
