03/07 Quarterly Consultant Update webinar slides

1. Introduce yourself in the chat! We are live now.
Enjoy some behind-the-scenes discussion.
Quarterly Consultant
Partner Update
The presentation will begin at 1:00 PM ET.
Bloomerang Partnership Team

2. Before we get started…
This presentation is being recorded.
The recording will be emailed to you later today.
Please drop your questions in the chat.
We will answer them during the Q&A session at
the end of the presentation.

3. Meet the Team!

5. Kate Kramer
Partner Marketing Manager
kate.kramer@bloomerang.com

6. Ann Fellman
Chief Marketing Officer

7. Bloomerang Updates &
Sector Observations

8. Outlook for 2023
In partnership with Institute of Sustainable Philanthropy
Fundraising
Planning and
Climate Report
INDUSTRY STUDY

9. Fundraising
Outlook
WRITTEN FUNDRAISING PLAN
Will you meet or exceed the fundraising
plan for 2023?
● Meet plan: 74% confident
● Exceed plan: 55.7% confident
Mildly optimistic about external fundraising
climate over next 12 months
More optimistic about positive internal
change taking place over next 12 months
Fundraisers signal a need for strategic planning in
fundraising.
“Insufficient funds to create and implement a fundraising plan.”
“Fundraising is the #1 most important goal for the strategic plan”

10. PLANNED INCREASES IN THE FOLLOWING
TACTICS FOR 2023
● Planned giving fundraising (excluding
outright bequests) (+26%)
● Legacy/bequest fundraising (+22%)
● Major gift fundraising (+20%)
● Corporate fundraising (+16%)
● Direct mail (new donor acquisition) (+11%)
● Peer-to-peer fundraising (+11%)
DONOR POPULATION IS AGING
Yet, fewer than ¼ of nonprofits were
engaged in legacy fundraising for
outright bequests
“Deaths of aging donors who will not be
replaced by younger donors”
Fundraising
Mix
“Two new direct mail appeals and the appeals
were focused on specific projects rather than
general support. Both did well.”

11. PERCENT OF BOARD MEMBERS
WHO MADE A GIFT
DISAPPOINTED WITH BOARD
ENGAGEMENT IN FUNDRAISING
Only 43.5% supported fundraising
activities (meeting with donor, hosting a
dinner, making a presentation, etc.)
“Every year it’s a grind to get them to engage”
Board
Support

12. Frequent change in leadership and
the impact on the organization
was a recurring theme.
“Getting the new CEO and new COO (on
board) with understanding the dynamics
of fundraising. Both have had very limited
experience with philanthropy.”
“CEO involvement in fundraising. Our CEO
has not been traditionally involved with
fundraising and that doesn't seem to be
changing.”
⅓ of respondents rated internal
support for fundraising is below
average
½ of staff can articulate the case
for support.
Leadership &
Staff Support

13. Create transformative change.
Maximize our impact
for nonprofits

14. The leaders in donor relationship management and
volunteer management join forces to build a world inspired by giving.
Bloomerang acquires InitLive
Help nonprofits strengthen their volunteer programs

15. Donations and time help nonprofits deliver their mission
Two essential elements for nonprofits
DONORS +
DONATIONS
VOLUNTEERS +
TIME
“You save me so much time, it’s like having another person on staff.”

16. New volunteer management web page
https://bloomerang.co/product/volunteer-management/
Product video resources on InitLive.com
https://www.initlive.com/volunteer-manageme
nt-solution-feature-videos?id=1&cat=all

17. Lisa Gonzalez
Senior Product Marketing Manager
Liza.Gonzalez@bloomerang.com

18. Product Updates

19. New Products
& Features
● User Experience Enhancements
● Automated Receipting
● Mobile Updates
● Text-to-Donate
● Tribute Notifications

20. Enhanced data visualization
across the platform.
USER EXPERIENCE ENHANCEMENTS
Constituent Dashboard now features data visualization for a snapshot of performance.

21. More ways to search.
USER EXPERIENCE ENHANCEMENTS
Enhanced functionality provides a wider variety of available search options. Search by
Name
Account Number
Employer Name
Email
Phone Number
Address
State
ZIp Code

22. Accessibility for all.
USER EXPERIENCE ENHANCEMENTS
Supporting our users with disabilities by reaching for a high level of ADA compliance.
Accessibility Auditing & Testing
Continuously scan for
accessibility health and measure
improvement over time.
Governance & Reporting
Prioritize digital experiences by
risk, monitor progress and
changes for common
accessibility issues.
Compliance Validation &
Documentation
VPATs, Certifications &
Statements that confirm that
Bloomerang meets accessibility
standards.
2023 focus will support Desktop only

23. Automate receipt delivery.
AUTOMATIONS
Automatically send receipts for auto-processed pledges and recurring donation payments.
.
Enable automatic receipting
It takes one click to turn on
automatic email receipts.
Customize email receipts
Design branded and
personalized emails easily within
Bloomerang.
Build trust with your donors
Send donors a receipt as soon
as their gift is processed so
they can feel more confident in
their donations and the
accuracy of their records.
Enable automatic receipting.
Turn on automatic email receipts for
pledges and recurring donation
payments whenever they’re
processed.
Customize email receipts.
Select the default template or select
a customized email for a more
personal touch.
Learn More

24. MOBILE UPDATES
Fundraise on the go.
Fundraise on the go
Capture donations when
constituents feel inspired and
motivated to give.
Improve donor retention
Access the information you need
to create personal connections
and build authentic
relationships.
Get things done
Monitor high-level, important
metrics such as campaign
progress and donor retention
rate and take action.
Perform quick actions from the
dashboard.
Add new constituents, donations,
interactions, or notes quickly and
easily from the dashboard.
Get back to constituents easily.
Easily access recently-searched
constituents from the Search tab.
Go to a constituent from the
Activity feed.
From the Activity Feed, view gift
details and go straight to the
constituent profile for more info.
Learn More
Quickly perform common and frequently-used actions.
Tablet support coming soon

25. Donors can give in the moment
from any mobile device.
TEXT-TO-DONATE
Boost donations with campaigns that drive donors straight to your fundraising page.
.
Set up your campaign
It takes just a few minutes to set
up a new campaign with
keywords and links to
fundraising pages.
Connect with your audience
Share your campaign on any
channel and reach the donors
you know and those who may
not be in your database.
Drive donations in the moment
Drive donations at live events,
on social media and channels
where you can reach many
potential donors.
Easy to set up and manage.
Set up campaigns in just a few
minutes with keywords and response
messages.
Streamline donor giving.
Donors can give in the moment, from
any mobile device.
Reach donors who aren’t in your
database.
Fundraise through social media,
email, and other channels and reach
prospective donors.
Learn More

26. 26
Text-to-Donate Customers
For Bloomerang customers
who use Kindful Fundraising Tools (KFT)
For Kindful customers
Net New Feature
● Select their own phone number
● Create and manage unlimited
keywords, customize response
messages
● Sync Text as a Bloomerang
Interaction
UX Improvements
● New name
● Improved workflow for creating
and managing keywords and
responses
● Select their own phone number
● Design improvements

27. Create and send tribute
letters in a snap.
TRIBUTE NOTIFICATIONS
Create and manage thoughtful tribute letters - without ever leaving Bloomerang.
How we do it
Create the tribute letter template
From the left navigation, create a
new Letter and choose “Tribute
Notificants”. Name your letter and
assign the purpose.
Enter the gift
Enter the donation and assign it as
a tribute gift in the donor’s record.
Link notificants without disrupting
your gift entry workflow.
Download and send the letter
Download and print the letter so it’s
ready to send.
Track the transaction
See the interaction in the donors
and notificant timeline.
Create communications with a
personal touch.
Go from gift entry to letter creation
without ever leaving Bloomerang.
Streamlined for multiple letters
Generate acknowledgment letters, to
both donor and family, in just a few
simple steps.
Personal and productive.
Generate and track complex
communications in an efficient yet
personal way.
Learn More

28. Jennifer Palan
Senior Director Channel Management
Jennifer.Palan@bloomerang.com

29. Consultant Partner
Program

30. ● Opportunity to extend a discount
to clients or get paid for each
referral
● Work with a dedicated Bloomerang
team member on all clients you
refer
● Personalized website for referrals
● Engage with Bloomerang in a
meaningful way
Key Elements

31. Registration
A. Register and Choose Benefit*
1. Clients receive 15% off of the database for the first year
2. Receive $250 for each client you refer
a. Provide esignature
b. Submit your ACH banking information and W9 via a secure link.
c. Receive payment at the end of the month following the month the
referred client signs with Bloomerang (i.e. If the client signs in March,
payment will be made the end of April)
*You must select ONLY ONE of the two options for ALL the clients you refer.

32. Referring Clients B. Personalized Website
(Unique website provided to you by Bloomerang)
● Website can be sent to your clients
via email or text
● Can be posted on your website, social
media accounts, and/or blog
● Ensures that all referrals are sent to
your Bloomerang team member

33. Additional Benefits
➔ Quarterly consultant updates (what’s new, insider info, and
opportunities to provide feedback).
➔ Bi-weekly consultant tailored demos
➔ Opportunities to connect with one another (consultant gatherings
during conferences, and regional gatherings)
➔ Revamped consultant directory
➔ Consultant sandbox for active users
Current
Future

34. Q&A

35. Would you like
additional information?

36. Upcoming Quarterly Consultant Webinar
May 2, 2023 at 2:00pm ET
If you have questions, suggestions or
opinions in advance please send them to
Kate.Kramer@bloomerang.com

37. Thank you