Prepared for Environmental Conservancy of North Port

Six years of grassroots impact.
Now the infrastructure to match.

47%+ More raised on average
154%+ First-time donor retention
37% Larger one-time gifts
35%+ Volunteer engagement
13%+ Growth in major gifts
12%+ More supporters annually

The case for change

Why change. Why now. Why Bloomerang.

Why change

Excel has a ceiling.

You have proven the mission works. 57 parcels, a nationwide donor base, and a 100% fundraising success rate. But a patchwork of per-campaign spreadsheets cannot get you to your next chapter: hired staff, major donors, and long-term sustainability.

Why now

Let the system do the work.

Every donor who gives right now should be getting a thank-you, a follow-up, and a path to becoming a recurring supporter automatically, without Robyn lifting a finger. That is not happening today. Every week without a system is a week of relationships quietly going cold.

Why Bloomerang

Built for this mission.

Bloomerang is not repurposed business software. It was built specifically for nonprofits, with a built-in fundraising assistant, journey automations, peer to peer fundraising, and DonorSearch wealth screening all native to the platform.

The current reality

What is on the desk right now.

Current tools

Excel spreadsheets with one sheet per campaign. GoFundMe for land acquisitions. PayPal, Venmo, check, cash, and wire transfers coming in through different channels. Outlook for email. No system connecting any of it.

The real cost

Every donation triggers a manual thank-you. Every campaign creates a new spreadsheet. Donors go silent between fundraisers because there is no capacity to stay in touch. Barbara runs a full organization on top of a full-time day job.

What is being left behind

Donors who have the capacity for a major gift but you do not know who they are yet. Monthly recurring gifts that never get asked for. A loyal network of followers who could be fundraising on your behalf but have no easy way to do it.

Your ROI estimate

What growth could look like for you.

Current annual revenue

Donations received via PayPal, website, GoFundMe

Annual value of current recurring gifts

Hours spent on manual donor tasks per week

Bloomerang customers grow supporters 12% annually

Your estimated annual return

Fundraising lift (11.14%) $28,296
Online giving lift (11%) $3,300
Recurring gift growth (22%) $1,100
Ops time saved (52 wks x $22/hr) $17,160
New supporters this year (12%) 198 supporters
Bloomerang investment (Year 1) -$6,799
Net first-year value $43,057

Conservative estimate based on average customer benchmarks.

Top 20% of customers

103% more raised annually

Even at a conservative 50%, that puts you at

$381,000 per year.

That is the number that starts to fund a part-time ED.

The other side of the ledger

What it costs to stay the course.

Donor attrition you cannot see

Without follow-up between campaigns, donors go quiet. Industry average first-time donor retention is under 20%. Every donor who gives once and never hears from you is a relationship lost, not just a missed gift.

Major gifts you do not know to ask for

There are donors in your current list who have the capacity to write $5,000 or $10,000 checks. Without DonorSearch wealth screening, you have no way of knowing who they are or when to make the ask.

Barbara's time is not free

The hours spent manually writing thank-yous, processing checks, and managing spreadsheets have a real dollar value. At $22/hr, 15 hours per week is $17,160 per year spent on tasks a system could handle automatically.

Your pain, our answer

Built for exactly where you are.

Your challenge Bloomerang solution Included in Pro
Every donation requires a manual thank-you Journey Automations send personalized acknowledgments automatically the moment a gift is received Unlimited automations
Donor data spread across per-campaign spreadsheets Bloomerang CRM unifies every donor, every gift, every interaction into one profile with a full timeline Up to 2,500 records
No idea who in your database has major gift capacity DonorSearch ProspectView automatically screens contacts for wealth and charitable giving history Built-in integration
No strategy for engaging donors between campaigns Built-in fundraising assistant analyzes your donor data and surfaces re-engagement strategies, outreach timing, and ask amounts Fully included
Loyal followers with no easy way to fundraise for you Peer to Peer Fundraising lets supporters create their own pages and share to their networks on your behalf Full P2P platform
5K registration and fundraising in two separate systems Event Registration pages plus Bloomerang Fundraising, connected via Zapier to RunSignUp for a seamless race-day and fundraising workflow Event pages included
Want to thank major donors personally without extra work Mobile Video Acknowledgements let you record a quick personal video from your phone and send it directly to a donor Unlimited MVA
Grant tracking scattered across spreadsheets and email Grant management centralizes all active grants, deadlines, reporting requirements, and renewal dates with task tracking Included
No QuickBooks integration, finances tracked manually Two-way QuickBooks Online sync automatically routes and maps donations from Bloomerang to your books Native integration

Proof from the field

Organizations like yours. Results that speak for themselves.

Our Place NH — Community Services

58%

Our Place NH increased their donor retention rate to 58% after moving to Bloomerang, turning one-time supporters into long-term advocates for their mission.

Read the story →

The Bridge — Human Services

10x

The Bridge used Bloomerang to multiply their community reach and grow their supporter base tenfold, turning grassroots momentum into lasting organizational growth.

Read the story →

Growing recurring gifts with Bloomerang

Journey Automation in action

Peer to peer fundraising with Bloomerang

What the transition looks like

From spreadsheets to a system. In five weeks.

Before Bloomerang

One Excel spreadsheet per land campaign. Manual thank-you letters for every donation. No contact between campaigns. No visibility into who your best donors are. Grant deadlines tracked wherever there is space. Barbara spending evenings on admin instead of being in the field.

After Bloomerang

1,650 records in one unified CRM. Automated thank-yous sent the moment a gift arrives. Donors engaged between campaigns through journey automations. Wealth screening running in the background. The built-in fundraising assistant surfacing your next major gift ask. Barbara out on a parcel recording a 30-second video thank-you on her phone.

1

Kickoff and templates

Your dedicated Conversion PM hosts kickoff, provides predefined Excel templates, and walks Robyn through the data prep process.

2

Data migration

Populate the templates with your 1,650 records. Bloomerang loads constituents, transactions, interactions, and up to 20 custom fields. One review and revision round included.

3

Go-live support

Bloomerang provides hands-on go-live support so you are not navigating launch day alone. Target: live within five weeks of signing.

4

Ongoing success

Unlimited phone, chat, and email support. Daily group training sessions. Bloomerang Learning for on-demand webinars. Your built-in fundraising assistant as an always-on partner.

Smart Start data conversion

Getting your data in. Here is how it works.

Smart Start Basic is included in your quote. Here is exactly what is in scope and what Bloomerang handles for you.

Your role

What you bring

Attend the kickoff call with your Conversion PM
Populate Bloomerang's predefined Excel templates with your 1,650 records
Submit your completed files for loading
Review your data and provide one round of feedback
Soft credits (out of scope)
Non-spouse relationships (out of scope)
Saved credit card tokens (out of scope)
Attachments and documents (out of scope)

Your investment

Everything you need. Nothing you do not.

Giving Platform Pro

Environmental Conservancy of North Port — Up to 2,500 records

Service Description Annual
Giving Platform Pro

Embrace continuous, compounding fundraising growth by integrating unlimited automation and powerful fundraising tools.

CRM — Up to 2,500 Records

  • Unlimited users
  • Built-in email marketing tool
  • Nightly address and deceased status updates (TrueGivers)
  • Mobile app with unlimited Mobile Video Acknowledgements
  • DonorSearch ProspectView integration
  • Unlimited Journey Automations
  • Built-in fundraising assistant (Penny)

Fundraising

  • Donation Forms
  • Event Registration pages
  • Peer-to-Peer Fundraising
  • Auction Fundraising
  • Outbound Texting
  • 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
$12,482.00 Bundle Discount: −$6,483.00 (52%) $5,999.00
Total Recurring Fees: $5,999.00
One Time Fees & Promotions
Data Conversion
Smart Start Basic Data Conversion
$800.00
Total One-Time Fees: $800.00
Total First Year Investment $6,799.00

Your board meets July 28.
Summer is your window.

Smart Start gets you live in five weeks or less. Sign before your quote expires and you can be fully operational before fall campaigns begin, with journey automations, peer to peer fundraising, and your built-in fundraising assistant all running in the background while you are out in the field doing what you love.

Jul 17

Quote expires

Jul 28

Board vote

Ready to move forward?