Transactions

What is the difference between a fund, a campaign, and an appeal? - FAQ
A fund is what is used to designate the area of your organization where a donation will be used. Often, organizations have an Unrestricted fund (where...
Thu, 3 Sep, 2015 at 7:08 PM
How do I make a donation anonymous? - FAQ
Anonymous gifts may be given with a variety of possible stipulations from the donor. Your organization should adopt an internal practice and policy that mee...
Wed, 16 Jun, 2021 at 10:03 AM
What do I do with United Way transactions? - FAQ
Bloomerang recommends creating an Organization constituent record for each United Way office from which you receive contributions. When a United Way c...
Tue, 18 Dec, 2018 at 2:16 PM
How do I change the email address that receives the automatic notifications when someone donates online? Can I have multiple emails receive this notification? - FAQ
The email address that receives automatic notifications of online donations via a Bloomerang transaction form is the email address listed in your Organiz...
Wed, 28 Feb, 2018 at 7:36 PM
How do I handle gifts of stock? - FAQ
Our suggestion for entering stock is to enter it as Cash with the amount it was sold for (if sold on the same day) or according to IRS Publication 561, &q...
Mon, 9 Apr, 2018 at 2:28 PM
What is the difference between a pledge and a recurring donation? - FAQ
Typically, a pledge is a promise to give a specific amount on a specific timetable, such as a three-year commitment to give $1000 a year to a capital campa...
Thu, 10 Aug, 2017 at 8:50 AM
How should I enter a gift from a couple or a household? - FAQ
Bloomerang recommends that you enter a gift from either member of a household on the record of the member that is marked ‘head of household.’ Enter t...
Thu, 3 Sep, 2015 at 7:09 PM
Is there a way, either by creating relationships or households, that a transaction could be attributed to both spouses so that the transaction increases both spouses' engagement meters? - FAQ
In most cases, for easier reporting, we recommend entering the donation on the head of household account. This way, when reporting on households, the enga...
Thu, 27 Oct, 2016 at 9:52 AM
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. - FAQ
When you enter a new donation, you will see a box for Amount and a box for Non-Deducible. In the example above, you would enter $100 in the Amount fie...
Thu, 3 Sep, 2015 at 7:09 PM
How do I know if a credit card is about to expire? - FAQ
Create a transaction report, and add an include filter for Credit Card Expiration. You can set this filter to include all credit cards set to expire during...
Wed, 21 Nov, 2018 at 4:10 PM