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Donations and Pledges Part 2_BLG Build.pdf
This document provides a summary of a Bloomerang Academy webinar on donations and pledges. It discusses the differences between pledges and recurring donations, how to create and edit pledges and add pledge payments, how to handle payment failures, and how to refund or delete transactions. It also covers splitting donations, pledge and recurring donation reports, and creating pledge and recurring donation reminders. Resources for more information on these topics from the Bloomerang knowledgebase are provided at the end.
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Donations and Pledges Part 2_BLG Build.pdf
- 1. Welcome to Bloomerang Academy Thankyou for joining us! Drop into the chat and tell us where you are joining us from and what the weather is like where you are!
- 2. Ask questions Live Transcript Shareideas Housekeeping
- 3. Housekeeping We will sharethe 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 [email protected]. Our support team is amazing!
- 4.
- 5. Margie Worrell Margie Worrellis the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager
- 6. Donations and PledgesPart 2
- 7. What will we cover today? ●Pledge vs Recurring Donation ● Creating and editing pledges ● Adding pledge payments ● Payment failures ● Refund and Delete Transactions ● Recurring Donations ● Split Donations ● Pledge/Recurring reports ● Pledge reminders
- 8. Pledge vs RecurringDonation 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
- 9. Terms Pledge = Totalamount promised Pledge Payment/Installment = portion they are paying according to the schedule Pledge Schedule = timing for making payments
- 10. Creating pledges Different options:Pledge with a set frequency of installments Enter the information for the pledge. Be sure to put the full pledge amount in the Amount section. If the method of payment is cash/check, select None under Method. Enter the First Installment Date, Frequency, and Installment Amount. Then click Generate Installments. The installments will populate according to the schedule info you provided.
- 11. Creating pledges Different options:Pledge with a custom frequency Adds an installment underneath Deletes this installment Click into these to edit the date or the amount of this installment
- 12.
- 13. Adding pledge payments Findthe pledge and click on it. Click Actions and then New Payment. Fill in the payment info and click Save. The pledge payment shows on the timeline.
- 14. Handling payment failures Whatcounts as a failed payment? ● The payment's pledge or recurring donation schedule automatically processes with a credit card. ● The last attempted payment was unsuccessful. ● The last attempted payment was during the current fiscal year. ● If the recurring donation schedule has an end date, it is after today. If the credit card is expired, resolve the failed payment in one of three ways. Reach out to the constituent and: ● Update the credit card. ● Change the payment method. ● Set an end date on the recurring donation schedule. Resolve Credit Card Payment Failures Payment Failure Dashboard Basics
- 15. Write off ordelete pledges Go to the original pledge on the timeline. Click Actions, then Write Off.
- 16. Write off ordelete pledges This is irreversible, so the warning box will ask you to verify. The pledge and pledge payment will still show on the timeline, but when you click in it will have a message indicating that this pledge was written off.
- 17. Refund or deletea pledge payment Click on the pledge payment that you wish to refund.
- 18. Unlinking a transaction froma payment processor Allows you to make corrections to a payment that has already been processed.
- 19. Typical Recurring DonationEntry Most of the time this is the process you will use for setting up a recurring donation.
- 20.
- 21. For Pledge &Recurring Donation Entry Once you have a pledge/recurring schedule set, any donation you enter trigger this window. Click here to apply the donation to the pledge/recurring payment. Click here to make this a one-off donation not connected to the pledge/recurring payment.
- 22. Convert a donationto a payment
- 30. Split Payments 1. 2. 3. 4. Enter totalpayment amount then click pledge payment 5. Enter pledge payment amount then click “+” Enter donation amount then click Save 6. 7. Shows up on timeline like this
- 31. Editing or DeletingSplit Payments 1. 2. 3. 4. Enter total payment amount then click pledge payment 5. Enter pledge payment amount then click “+” Enter donation amount then click Save 6. 7. Shows up on timeline like this
- 32.
- 33. Pledge reporting Three pre-builtpledge templates to help you get started
- 34. Creating pledge reminders Usethis template to get a report of people who have a pledge installment in the next month. Create a reminder email and set a monthly schedule for the email send referencing this report in your filter.
- 35. Creating recurring donationreminders Use the pledge reminder template and change it to Type is Recurring Donation Payment to get a report of people who have a recurring donation in the next month. Since these tend to be automated through a bank or credit card, you may wish to handle communications differently.
- 36. Into the demodatabase we go!
- 37. Speaking of donations…areyou using Bloomerang Payments?
- 38. Poll: Are youinterested in learning more about Bloomerang Payments? ● Stop chasing down outdated cards ● Pay less on fees ● Feel confident in security ● Eliminate data entry ● Everything is linked together ○ Mobile app ○ Receipting ○ Acknowledgements ○ Reporting ● Award-winning support ● Offer digital wallet options to your donors ● Unlock Tap-to-pay for quick donation options
- 39. Resources Bloomerang Knowledgebase andSupport Portal
- 40. Resources Knowledgebase ● Create orEdit Pledges ● Edit Pledge Schedules ● Refund, Delete, or Edit Pledge Payments ● Add Pledge Payments ● Add Pledges ● Create or Edit Split Payments ● Track and Acknowledge Split Payments ● Refund or Remove Split Payments ● Recurring Donations ● Create or Edit Recurring Donations ● Add Recurring Donations ● Manage Recurring Donations ● Apply Donations to Recurring Donations or Pledges ● View Recurring Donation Schedules ● Set End Dates on Recurring Donation Schedules
- 41. Thank you forattending! And thank you for all you do in your communities! Visit our website to see more upcoming Bloomerang Academy webinars!