Fundraising
Fundraising
99 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 Acknowledgements
About the Payment Failures Dashboard
Resolve Credit Card Payment Failures
Create or Edit One-Time Donations
Create or Edit Pledges
How Do Supporters Donate Online?
Refund, Delete, or Edit Pledge Payments
Refund or Delete Donations
Track Fundraised Donations
Find Unacknowledged Donations
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 Payments
Edit Pledge Schedules
How do I make a donation anonymous?
Add Pledges - V
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 Credits
Update the Payment Method for a Payment Schedule
Track Planned Gifts
Prepare for Giving Season
Process Credit Cards and Electronic Funds Transfer (EFT) in 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 Schedules
Payment Methods
Track and Acknowledge Split Payments
Convert Donations to Recurring Donation Payments or Pledge Payments
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?
Bloomerang Payments
Use Bloomerang Payments, the payment processer built into Bloomerang CRM, to accept and process donations.
Manage Payouts from Bloomerang Payments
Manage Your Bloomerang Payments Account
Payment Processors Integrated with Bloomerang
Migrate Recurring Donations to Bloomerang Payments
Information Required to Set Up Bloomerang Payments
Set Up Bloomerang Payments
About Bloomerang Payments
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 Bloomerang
PayPal & Venmo Add-On: Update Your Stripe Information When We Can’t Verify Your Account
Add Stripe to Bloomerang CRM
Add Authorize.Net to Bloomerang CRM
About Digital Wallets (Apple Pay, Google Pay, PayPal, and Venmo)
Update Your Stripe Processor
Payment Processing Pricing
Create a BluePay Account
Test Credit Card Transactions in Bloomerang CRM
Unlinking Transactions from Transaction Processors
Deactivate a Transaction Processor
Test Forms with Credit Card Transactions
Add a Stripe Restricted API Key to Bloomerang CRM
Kindful Fundraising with Bloomerang CRM
Create and manage donation pages, crowdfinding causes, donation plugins, text to donate, and events in Kindful Fundraising with Bloomerang CRM..
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.
Fund, Campaign, and Appeal Basics
Create and Edit Campaigns - V
How do I end a campaign?
Create and Manage Funds, Campaigns, and Appeals
What is the difference between a fund, a campaign, and an appeal?
Transaction FAQs
Help with tracking grants, managing major donor cultivation, and membership reports.
Create a Development Plan
Major Gifts Prospect Identification
Major Gifts Moves Management
Track Grants
