Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
BLOOMERANG RESPONSE
Jan 10, 2025
Released 1/10/2025
Guest
Sep 18, 2025
I see this marked as released, but I can't find instructions on how to implement in Bloomerang support. Can you advise where to find out how to do this?
This would alleviate so much confusion between our fundraising department and the accounting department. Reporting has become a nightmare because of us trying to balance our books by lowering pledge amounts.
It would also be helpful to be able to convert recurring donation payments to pledge payments. I have some donors who make a pledge, but prefer to set up the payment themselves online, which sets it up as a recurring donation schedule. I haven't found a way to convert it or apply the payments to the pledge.
This is a frequent issue. When a donor sends a pledge payment through a DAF or other third party, I have to go in an manually adjust the pledge. This corrects the pledge balance, but creates issues with some of my campaign reporting. Allowing a way to apply a soft credit as a pledge payment would be a game-changer for me!
Many donors who make a pledge are of a capacity to utilize donor advised funds for their giving. It's really messy to not be able to log the payments/pledges correctly.
This IRS document explains that a personal pledge can be fulfilled with a distribution from a donor advised fund. Our organization does not consider any pledge as legally-binding. We consider it as an "intent to give." I believe many charities would consider pledges in the same light. Because of this, allowing a donor advised fund payment to count to a donor's pledge would be helpful.
I see this marked as released, but I can't find instructions on how to implement in Bloomerang support. Can you advise where to find out how to do this?
This would alleviate so much confusion between our fundraising department and the accounting department. Reporting has become a nightmare because of us trying to balance our books by lowering pledge amounts.
This is exactly what I suggested! Definitely would be worth looking into for our ease of use and management
YES, I just requested this today and it has already been marked not a priority. This is a really needed feature
It would also be helpful to be able to convert recurring donation payments to pledge payments. I have some donors who make a pledge, but prefer to set up the payment themselves online, which sets it up as a recurring donation schedule. I haven't found a way to convert it or apply the payments to the pledge.
This is a frequent issue. When a donor sends a pledge payment through a DAF or other third party, I have to go in an manually adjust the pledge. This corrects the pledge balance, but creates issues with some of my campaign reporting. Allowing a way to apply a soft credit as a pledge payment would be a game-changer for me!
The lack of this functionality is very frustrating. Having to delete/update pledges is time consumming and unfortunate.
Many donors who make a pledge are of a capacity to utilize donor advised funds for their giving. It's really messy to not be able to log the payments/pledges correctly.
This IRS document explains that a personal pledge can be fulfilled with a distribution from a donor advised fund. Our organization does not consider any pledge as legally-binding. We consider it as an "intent to give." I believe many charities would consider pledges in the same light. Because of this, allowing a donor advised fund payment to count to a donor's pledge would be helpful.