A proposal for the Newport Beach Fire Department Foundation

Built to support
the firefighters
who support us.

A unified platform that turns one-time gifts into lasting community support, automates the work your volunteer team doesn't have time for, and gives every donor relationship a single, accurate home.

"What I would much prefer is to have one place we can go for everything. I want to centralize all of our information. I want one system, one team, one place to go."

Tyler Schoen, Development Coordinator
$500K+
Raised in your first 18 months
18 mo
In operation
~200
Donor records today
$80K
Year-one B2B goal, per year
The three whys

Why change. Why now. Why Bloomerang.

The foundation is succeeding by every measure that counts. The infrastructure underneath it hasn't caught up yet, and the longer that's true, the more momentum gets lost to manual work.

01

Why change

Anedot is a payment processor, not a CRM. Donor records, follow-up, and stewardship live in spreadsheets, and every action takes a volunteer's evening.

02

Why now

With ~200 records and a new B2B push starting, this is the smallest the migration will ever be. Waiting six months means three times the data to move.

03

Why Bloomerang

One platform purpose-built for nonprofits. CRM, donations, email, automation, and AI, all under a single login, one bill, one support team.

The problem

Two paths forward. Only one is sustainable.

We've narrowed the choice down to two real options. They look comparable on paper. The day-to-day reality is very different.

Path A · Bolt-on

Keep Anedot. Stitch in a CRM, an email tool, and the glue.

Anedot
CRM tool
Email tool
Zapier
Each box: separate vendor, contract, login, support team, bill.
  • Four vendor relationships to manage on a volunteer schedule
  • Middleware breaks when any API changes, and you are the one fixing it
  • Data lives in pieces. No true 360-degree donor view
  • Cost compounds: every tool prices and scales independently
  • If any single vendor changes terms, the whole stack wobbles
Path B · Bloomerang

One platform built for nonprofits, with every tool already inside.

Bloomerang · payments + CRM + email + automation + AI
One vendor, one contract, one login, one place for your data.
  • One vendor, one bill, one support team, built for volunteer teams
  • Phone, chat, and email support included with a real human on the line
  • All donor activity in one record, businesses included
  • Predictable pricing with an eight to ten percent annual cap if any change
  • Add features as the foundation grows without switching platforms again
The takeaway: every tool we'd bolt on to Anedot, Bloomerang already includes.
Year-one ROI

Adjust the inputs. Watch the model run.

Conservative projections modeled against the foundation's stated goals. Move the sliders to match your assumptions and the numbers update live.

First-year impact, conservative
$0
Estimated annual return on a $2,899 investment.
Fundraising lift, 11.14% per year $0
Online giving lift, 11% per year $0
Recurring giving growth, 22% per year $0
New donor revenue, 12% growth × $166 avg gift $0
Hours saved per year × $50/hr blended $0
Less: Bloomerang investment −$2,899
Net annual benefit $0
Bloomerang customer averages, per year
58%
Donor retention rate, vs. 45% industry average
12%
Constituent growth, on the same fundraising base
22%
Recurring donation growth, year over year
11.14%
Average annual fundraising lift
$250K
What a conservative 50% lift looks like, per year

At the foundation's current pace of $500,000 raised annually, a 50% lift translates to $250,000 in additional revenue per year. That is the conservative-showcase tier of Bloomerang customers. The top 20% see 103% growth per year, roughly half a million dollars more on the same baseline.

The calculator above stays anchored to industry averages (the ~11% baseline) so the floor is clear. The figures here represent what is achievable when the platform is fully adopted, with retention compounding year over year.

The cost of doing nothing

What staying on the current setup actually costs.

Three categories of loss that don't appear on any spreadsheet, but compound every month the foundation stays on the bolted-together stack.

Time cost
$13,000
Hours that disappear into spreadsheets.

~5 hours/week on manual data entry, receipts, follow-up, and segmentation. Across the year, 260 hours of volunteer time you can't get back.

260 hrs × $50/hr blended value
Lost retention
$10,400
Donors who quietly lapse.

Industry-average donor retention is ~45%. Bloomerang customers average 58%. Without automated stewardship, you give back 13 points of retention on every dollar raised.

13% of the $80,000 year-one goal
Stalled growth
$16,000
Recurring revenue you never capture.

No recurring giving prompts, no Smart Amounts, no journey automations. Conservative estimate: 20% of the $80,000 goal harder to reach without the infrastructure.

20% lift on the $80,000 goal
Annual cost of inaction
$39,400
vs.
Bloomerang investment
$2,899
=
First-year ROI
1,259%
Solutions mapped to friction

Every pain point. One platform.

A direct mapping from what's breaking down today to the Bloomerang feature that solves it. Nothing aspirational, only what's included on day one.

Current friction
Bloomerang solution
Donor records live in spreadsheets

Anedot captures payments but not history. Every donor profile, follow-up, and note is manual. There's no single source of truth.

360° donor records with engagement + generosity scores

Every email, donation, event, and interaction logs to one record automatically. DonorSearch wealth screening included for individual prospects.

No automated thank-yous or stewardship

Receipts are sent manually. New donors don't enter a welcome flow. Lapsed donors aren't re-engaged. Every step depends on volunteer hours.

Journey automations + built-in email marketing

Up to 3 active sequences. Welcome flows, renewal asks, and lapsed-donor outreach run on schedule. Open/click analytics on every send.

No recurring giving infrastructure

Anedot supports monthly donations technically, but there's no prompt on the form, no journey automation, no easy management of failed payments.

Donation forms with recurring prompts + Smart Amounts

Smart Amounts adjust based on donor capacity. Monthly prompts are visually anchored. Failed-payment retry built in. Average recurring gift on Bloomerang forms: $108.

No infrastructure for B2B corporate giving

The new push toward local-business sponsorships has no place to track prospects, log calls, or segment outreach. It'll all happen in a spreadsheet.

Business records, custom segmentation, and task management

Corporate sponsors get the same 360° record as individuals. Built-in task reminders, pipeline tracking, and unlimited custom segmentation.

No reporting beyond exports from Anedot

To answer "how are we doing?" someone has to pull a CSV, drop it into a spreadsheet, and build the view by hand. Every time.

Pre-built dashboards + Penny AI conversational reporting

Donor retention wheel, top-5 call list, and scheduled reports out of the box. Ask Penny in plain English to build any custom report from scratch.

The whole team is volunteers with day jobs

Any system that requires training, configuration, or technical maintenance becomes a burden. The team will avoid using it.

Unlimited support + onboarding specialist + Learning Academy

Phone, chat, and email support. Dedicated Onboarding Specialist for setup. Self-paced training modules and daily live webinars at no extra cost.

Built by nonprofits like yours

Disaster response. Community-driven. Real results.

Two organizations whose situations rhyme with yours: disaster-driven surge in giving, volunteer-led teams, deep community ties.

$1.1M raised after Hurricane Helene.

5,500+ new donors. 61% retention rate.

When Hurricane Helene flooded Brother Wolf's shelter, the team rallied on Bloomerang's flexible donation forms within days. Bloomerang gave them the infrastructure to capture, steward, and convert one-time crisis donors into long-term supporters, turning a disaster moment into sustainable revenue.

Read the full case study →

One platform. Volunteers and donors.

Manual work down. Stewardship up.

The Bridge unified volunteer and donor management on Bloomerang, replacing a stack of disconnected tools. Journey automations now handle the stewardship that used to consume staff hours every week, freeing the team to focus on mission instead of admin.

Read the full case study →
The Smart Start Basic migration

From scattered to centralized in five weeks.

A Bloomerang-guided templated conversion process with a dedicated Conversion Project Manager. Anedot stays live the entire time, so there is no fundraising downtime.

Before · Today

Anedot + spreadsheets + manual everything

  • Payment processing in Anedot
  • Donor list in Google Sheets
  • Receipts sent manually
  • No segmentation, no automation
  • No B2B pipeline infrastructure
  • Reporting via CSV export + spreadsheet rebuild
After · Bloomerang

One platform. One source of truth.

  • Payments, CRM, email, automation in one place
  • Branded donation forms with recurring prompts
  • Receipts and stewardship sequences automated
  • Engagement + generosity scores on every record
  • B2B pipeline with task management built-in
  • Dashboards + AI reporting on demand
Phase 1 · Weeks 1–2

Kickoff and data collection

Meet with your dedicated Conversion Project Manager. Begin populating the pre-built data collection templates.

Phase 2 · Week 3

Templates returned, data load

Submit your completed templates. Our team converts and loads your data into Bloomerang CRM.

Phase 3 · Week 4

Data review

Review the loaded data in Bloomerang CRM. Provide feedback and any changes to your Conversion Project Manager.

Phase 4 · Week 5

Revision and go-live

One revision cycle ensures data accuracy. Conversion complete. Time to put your data to work.

What you'll do
  • Attend the kickoff call
  • Populate the provided templates
  • Provide data using consistent formatting (names, dates, emails, addresses)
  • Submit completed files to your Conversion Project Manager
  • Review the data loaded into Bloomerang CRM and provide feedback
What Bloomerang will do
  • Schedule and host the kickoff call
  • Provide clear templates and step-by-step guidance
  • Load your data into Bloomerang CRM
  • Review and revise data with you through one feedback cycle
  • Support you through to go-live
Included in Smart Start Basic
  • Core donor data: constituents, contact info, spouses
  • Transactions: one-time gifts, tributes, pledges, recurring, memberships
  • Engagement: interactions
  • Custom fields, up to 20
Not in scope, handled separately
  • Soft credits
  • Relationships beyond in-line spouse (e.g., employer/employee)
  • Credit card tokens, available via recurring transaction migration
  • Attachments and digital files

Data outside of scope may not transfer, but your Conversion Project Manager will advise on how best to handle it.

Package comparison

Standard is the right starting point.

Basic gets you a CRM. Standard gets you the platform, adding wealth screening, Mobile Video Acknowledgments, the Philanthropy Institute course, and unlimited phone support that the foundation will actually use from day one.

Basic

CRM-only
not recommended for your needs
  • Donor CRM
  • Donation forms
  • Up to 3 active journey automations
  • Penny AI assistant
  • No DonorSearch wealth screening
  • No Mobile Video Acknowledgments
  • No Philanthropy Institute course
  • Chat + email support only (no phone)
The investment

What it costs. Itemized.

One-year commitment. Smart Start Basic migration waived. All features below included.

Service
Description
Annual
Giving Platform Standard

Take advantage of essential, unified tools at a right-sized price. Build stronger relationships and achieve next-level fundraising with confidence.

CRM, up to 1,000 records
  • Unlimited users
  • Built-in email marketing tool
  • Nightly address updates and deceased status updates (via TrueGivers)
  • Mobile app with unlimited Mobile Video Acknowledgments
  • DonorSearch ProspectView Integration (access to public charitable giving history and wealth data of your contacts)
  • Up to 3 active Journey Automations (automated cultivation sequences)
Fundraising
  • Donation Forms
  • Event Registration pages
  • Text-to-Donate
Support & Training
  • Unlimited chat, email, and telephone support
  • Unlimited access to live and on-demand webinars via Bloomerang Learning
  • Daily group training sessions
  • Philanthropy Institute Course
$3,452.00
Bundle Discount: −$553.00 (16%)
$2,899.00
Total Recurring Fees:
$2,899.00
One Time Fees & Promotions
Data Conversion
Smart Start Basic Data Conversion
$800.00
Discount
100% off Smart Start Data Conversion. Migration fee waived.
−$800.00
Total One Year Investment:
$2,899.00