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Welcome to
Bloomerang Academy
Thank you for joining us!
Ask questions
Live Transcript
Share ideas
Housekeeping
Housekeeping
We will share the slides and recording of this session with you via
email later today.
Dial in audio access: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
Poll
Diana Otero
Diana Otero is the Product Marketing Manager
at Bloomerang. She served on the board of the
Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit driven and powered
by volunteers.
Manager, Product Marketing
Donations and Pledges Part 2
What will we
cover today?
● Review: Pledge vs Recurring Donation
● Rapid Gift Entry
● Split Payments
● Refund and Delete Transactions
● Transaction Reports
● Transaction Letters
Pledge vs Recurring Donation
Pledge Recurring Donation
Total Amount Recurring Amount
Timeframe Frequency
Fulfilled when payments equal
pledge amount
Open-ended, continues until the
donor requests to stop
Payment methods may vary Typically auto-processed
Resources
Bloomerang Knowledgebase and Support Portal
Resources
Knowledgebase
Donations and Pledges
Rapid Gift Entry
Create or Edit Split Payments
What topic would you like
to hear more about:
● Split payments
● Soft Credits
● Tribute entry
● Pledge entry
● Other
Poll
Thank you for attending!
If you would like to attend our
Q&A session, please stay with us.
Visit our website to see more upcoming
Bloomerang Academy webinars!

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Donations and Pledges Part 2_BLG Build.pdf

  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 5. Diana Otero Diana Otero is the Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit driven and powered by volunteers. Manager, Product Marketing
  • 7. What will we cover today? ● Review: Pledge vs Recurring Donation ● Rapid Gift Entry ● Split Payments ● Refund and Delete Transactions ● Transaction Reports ● Transaction Letters
  • 8. Pledge vs Recurring Donation Pledge Recurring Donation Total Amount Recurring Amount Timeframe Frequency Fulfilled when payments equal pledge amount Open-ended, continues until the donor requests to stop Payment methods may vary Typically auto-processed
  • 10. Resources Knowledgebase Donations and Pledges Rapid Gift Entry Create or Edit Split Payments
  • 11. What topic would you like to hear more about: ● Split payments ● Soft Credits ● Tribute entry ● Pledge entry ● Other Poll
  • 12. Thank you for attending! If you would like to attend our Q&A session, please stay with us. Visit our website to see more upcoming Bloomerang Academy webinars!