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WEBINAR

Building Strong Relationships Through Soft Credits

Do you scratch your head when you receive a check or direct deposit from a financial institution, foundation, or donor-advised fund that was requested by a donor? I’ll show you how to enter the donation and soft credit and set up a letter template to thank the institution and the donor who requested the gift. A few extra steps can solidify donor relationships and help secure future gifts of this type. Bloomerang makes it easy!

Learning Objectives:

• How to enter a donation with a soft credit in Bloomerang correctly.

• How to set up a letter template to thank the institution that made the gift and the donor who requested the gift.

• How gifts of this type appear on the Annual Giving Statement.

View the session slides here!

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Amy's Profile Picture'
Speaker Amy Juba, CFRE
Amy Juba, CFRE is a Texas Panhandle native with more than 20 years of fundraising and nonprofit management and marketing experience. She owns a nonprofit consulting company and specializes in board and staff training, fundraising, database management, donor relations, marketing, development and strategic planning, feasibility studies, and capital campaigns. Before opening her consulting business, Amy held development and management roles at a nonprofit science museum, cancer care center, community foundation, and political campaign. She has also served on the boards and in leadership roles for many nonprofit organizations. She holds a BBA in Marketing from the University of Texas at Austin and an MBA from Southern Methodist University.
Dani's Profile Picture'
Host Dani Cluff
Dani Cluff is the Channel Marketing Coordinator at Bloomerang. Her passions include reading, hiking, and spending time with the people she loves. Dani supports organizations focused on cancer research, animal welfare, and mental health. Outside of the office, Dani enjoys spending time with her family and exploring new places in her city.