0119 Bloomerang Academy slides

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions
Live Transcript
Share ideas
Housekeeping

4. Housekeeping
We will share the slides and recording of this session with you via email later
today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
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. Colin Marshall
Colin Marshall is one of our
Customer Support Specialists at
Bloomerang.
He is a former teacher who has
worked in community engagement
across three continents.
Support Specialist

6. Year-End Tax Receipting

7. Part 1: Year-End Tax Reports
Revenue and In-Kind

8. Part 2: Year-End Tax Letters
and Emails

9. Resources
Knowledgebase
Generate YE Receipts
Canadian Tax Receipts
Referencing an Existing Report
Creating a Letter Template
Running a Batch of Letters
Create an Email Template
Sending Emails
Handling Gifts of Stock
Tracking DAF Donations
Bloomerang Academy
Year-End Tax Receipting
Creating and Sending Emails
Bloomerang Gift-Entry and Reporting
Foundations
The Complete Recurring Giving Roadmap
Creating and Managing a Recurring Gifts
Program
Loving Your Recurring Donors
Keeping Your Recurring Donors
Upgrading Your Recurring Donors

10. Resources
Bloomerang Knowledgebase and Support Portal

11. Thank you!
Visit the Bloomerang site for more
educational webinars!