Prepared for Forest Lawn Heritage Foundation · October 8, 2026

Turning 175 years of legacy
into the next chapter of giving.

A plan to unify Forest Lawn's donor data, power the annual appeal, and build the infrastructure for a $2 million capital campaign.

Business objective

Raise $2 million over the next two years to replace the wrought iron fence surrounding 269 acres of historic landscape.

Fund the capital campaign that preserves Forest Lawn's grounds for the next generation, while building a development infrastructure that outlasts any single staff member.

Your Mission, Multiplied

Forest Lawn just wrapped a year-long 175th anniversary celebration that drew hundreds to every event, including roughly 800 people to Fall in the Forest alone. The new CEO's push to turn friends into donors is already working: contributions jumped 134% in a single year. Bloomerang's tools would build on that momentum in two concrete ways.

Fundraising lift: A projected $44,000 in incremental annual giving, roughly 2% of the $2 million fence campaign goal, recovered just by consolidating data and running smarter outreach from day one.

Time back: An estimated 15 hours a month no longer spent pulling lists from spreadsheets, re-entering donations from email, and BCC-ing annual appeal letters through Outlook. That is nearly two full workdays per month freed up for donor cultivation ahead of the capital campaign.

$437K
Donations (up 134% YoY)
~3K
Donor records to migrate
$2M
Capital campaign goal

Why now

Annual appeal season is weeks away.

The November appeal is approaching and the data still lives across Little Green Light and multiple spreadsheets. Pulling accurate, segmented lists for this year's mailing will take days of manual Excel work, and a capital campaign is likely within the next year or two. Every month without clean, unified data is a month of donor relationships managed from memory instead of a system.

Why change

The tools are working against you.

Donor tagging in LGL is so inconsistent that people are incorrectly marked as former board members. Mass emails go out via Outlook BCC, causing deliverability problems. Planned giving is tracked in yet another spreadsheet. And all of the institutional knowledge about donor relationships lives in one person's head, making succession planning nearly impossible.

Why Bloomerang

One platform, zero guesswork.

Bloomerang consolidates donor records, email, events, reporting, wealth screening, and AI into one place. It directly fixes the segmentation and list-building problems, adds automated stewardship journeys, and gives Forest Lawn the infrastructure for capital campaign tracking, pledge management, and planned giving cultivation. An outside contact independently recommended Bloomerang, and Congressional Cemetery, which uses the same web host, is already a customer.

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Call Recordings

Carmen Saginario
Prepared for you by
Carmen Saginario
Account Executive, Team Bloomerang

Hi, I'm Carmen, your Bloomerang Account Executive. I look forward to working with you to help you achieve your goals and have an even greater impact in your community.

609-923-6585  ·  carmen.saginario@bloomerang.com

Prepared for Forest Lawn Heritage Foundation · October 8, 2026

Turning 175 years of legacy
into the next chapter of giving.

A plan to unify Forest Lawn's donor data, power the annual appeal, and build the infrastructure for a $2 million capital campaign.

$437K
Donations (up 134% YoY)
~3K
Donor records to migrate
$2M
Capital campaign goal
94%
Bloomerang renewal rate
"I'm managing okay right now, but there's just that fear that for me to train somebody and pass it on, I'd be like, this is how it is, but you have to remember this person. There are all these little details that until you do it, you don't know."
Jennifer Kovach, Director of Special Events and Donor Relations, Forest Lawn Heritage Foundation

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Forest Lawn Heritage Foundation needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
Little Green Light
✉️
Email Marketing
$300 to $600
Outlook BCC
🎟️
Events and Ticketing
$500 to $1,200
Spreadsheets and manual email
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $6,600 to $8,800/yr
in separate tools
→ Integrations that break.
Data that doesn't talk.
→ Jennifer managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Forest Lawn Heritage Foundation's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$400,000
First-time donors retained this year50
Major gift prospects2
Hours saved per month15
Value of an hour of staff or volunteer time$30
Based on Bloomerang client data: top 20% of customers see 47%+ fundraising lift, 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$461,400
After your Bloomerang investment
Fundraising lift (11%)
+$44,000
Conservative estimate
Major gift potential
$10,000
Avg $5K per prospect
Staff time savings
$5,400
15 hrs per month at $30 per hour
Donor retention lift
+$2,000
Illustrative, $40 estimated value per new donor retained
ROI on your Bloomerang investment
9 to 1
Conservative estimate, Intelligent Giving Platform Standard

IGP · Predictive donor intelligence

Does IGP pay for itself?

Move the slider to your record count. Any one of the three outcomes below covers the annual cost on its own, and most organizations reach all three.

IGP ROI Calculator

How many outcomes does it take to cover the cost? Usually fewer than you'd think.

Constituent Records
1K 2.5K 5K 15K 25K 40K 60K 80K 100K
-
MAJOR GIFTS
-
LAPSE SAVES
-
MONTHLY CONVERTS
⭐
Scenario 1: Major Gift Identification
GIFT THRESHOLD
DONORS NEEDED
TOTAL REVENUE
⚠️
Scenario 2: Lapse Prevention
AVG ANNUAL GIFT
DONORS TO RETAIN
REVENUE SAVED
🔄
Scenario 3: Monthly Giving Conversion
MONTHLY VALUE
CONVERTS NEEDED
ANNUAL VALUE

The cost of doing nothing

What another year without a system actually costs.

These are not hypothetical. They are grounded in the ROI calculator defaults above.

Major gifts left on the table

Without wealth screening and predictive intelligence, Forest Lawn has no systematic way to identify which donors have major gift capacity. Even two donors giving $5,000 each represents $10,000 in gifts that require someone to manually find them first.

$10,000/yr

Staff time burned on manual work

Jennifer is currently spending an estimated 15 hours per month pulling lists, re-entering donations, merging data, and BCC-ing emails through Outlook. At $30 per hour, that is $5,400 per year spent on tasks a platform handles automatically.

$5,400/yr

Donor attrition without stewardship

Without automated first-time donor thank-you sequences and lapse alerts, donors slip away unnoticed. At $40 estimated value per retained first-time donor, losing 50 of them costs the equivalent of $2,000 in future giving.

$2,000/yr
94%
Renewal rate
26K+
Nonprofits served
154%+
First-time donor retention
47%+
More raised (top 20% of customers)
13%+
Major gift growth
673
Years of nonprofit expertise

What's included

Every tool Forest Lawn Heritage Foundation needs.
Nothing it doesn't.

Built for a team of one managing 14 cemeteries, an annual appeal, community events, and a planned giving society, all from a single login.

CRM

Donor management

Up to 5,000 records, unlimited users, household tracking, soft credit attribution, pledge management, and in kind donation tracking, all in one profile.

Email Marketing

Built in communications

Drag and drop email builder on the same engine as Mailchimp, plus up to 3 Journey Automations running simultaneously. No separate subscription. No integration to maintain.

Giving+

Embedded donation forms, text to give, standard ticketed events

Bloomerang-hosted or website-embedded donation forms that automatically create donor profiles. QR codes for signage across Forest Lawn's 269 acres. Event pages with ticketing, sponsorship levels, and automated confirmation emails with maps and directions. No more spreadsheet-based gala management.

AI

Penny, your AI fundraising partner

Prepare for donor meetings, identify major gift ask amounts, write personalized thank you emails, and prioritize the team's daily to do list, all powered by Forest Lawn Heritage Foundation's own data.

Wealth Screening

Built in wealth screening

Charitable giving history and capacity indicators built into every donor profile. Know what to ask before walking into the room. Included, not an add on.

Automations

Smart retention tools

Automatic recurring card updates, first time donor flags, and lapsed donor identification, running in the background, always.

Meet Penny

Your AI fundraising partner.
Built on your data, not generic advice.

An illustrative look at how Penny works once Forest Lawn Heritage Foundation's donor history lives in Bloomerang.

What Penny does for Forest Lawn Heritage Foundation

Every other AI tool gives every nonprofit the same generic answer. Penny is trained on your specific database, so her advice reflects your donors, your history, your mission.

🎯
Major gift asks, Penny analyzes giving history and capacity indicators and tells you exactly what to ask for, and how to frame it.
✉️
Thank you emails, Penny writes personalized acknowledgments referencing the donor's full relationship with Forest Lawn Heritage Foundation, not just today's gift.
📋
Daily priorities, Penny reviews overdue tasks, thank you calls needed, and lapsed donors, then builds the team's to do list in priority order.
✦
Penny
Intelligent Fundraising Partner, Bloomerang
Show me everyone who gave to our annual appeal last year but hasn't given this year.
I found 47 donors who contributed to Forest Lawn's 2025 annual appeal but haven't made a gift yet in 2026. Their average gift was $185. Would you like me to create a group so you can send a targeted outreach email?
Once your data is imported
Suggested ask: $200
Based on giving history and capacity data for each donor
Can you show me donors who have given consistently for at least 3 years straight?
Done. 25 donors have given to Forest Lawn for three or more consecutive years. These are strong candidates for your planned giving society. I've created a 'Potential Planned Givers' group you can use for targeted cultivation.

Competitive comparison

What changes when you move from Little Green Light to Bloomerang.

FeatureBloomerangLittle Green LightSpreadsheetsOutlook
Built-in email marketing✓ Included✗ No✗ No~ BCC only
Online donation forms✓ Included~ Basic✗ No✗ No
Event pages with ticketing✓ Included✗ No✗ No✗ No
Built-in wealth screening✓ Included✗ No✗ No✗ No
Penny AI fundraising assistant✓ Included✗ No✗ No✗ No
Journey automations✓ 3 concurrent✗ No✗ No✗ No
Pledge and planned giving tracking✓ Included~ Basic~ Manual✗ No
Unlimited phone support✓ Included~ Email only✗ N/A✗ N/A
Starting price (comparable tier)$6,599/yr~$600/yrFree$99/yr

Competitor feature and price notes are directional and should be confirmed before this document is shared externally.

What nonprofits say

They were new once, too.

"We did a Bloomerang demo and I was like, 'This is it.' It has everything we want, everything we'll need in the future. It's so intuitive, and the onboarding process was very seamless."
Becca Gray, Pensacola Habitat for Humanity
"Bloomerang is one of the best giving platforms I've ever seen. It makes it so easy to run everything from peer to peer fundraising, to transaction reports, to event check in."
Beth Hill, Lakeland Volunteers in Medicine
"We did our due diligence looking at other CRMs, but Bloomerang was the clear winner. With Bloomerang, I feel like we're finally running the department the way it should be run."
Julie Angulo, ScholarMatch

A similar story

From spreadsheets to streamlined.

Like Forest Lawn, many heritage and cultural nonprofits come to Bloomerang after years of managing donor data across multiple systems. The pattern is consistent: hours of manual list-building, inconsistent tagging, no automated stewardship, and institutional knowledge that lives in one person's head.

The result

Bloomerang customers raise more.

47%

Revenue increase for top 20% of Bloomerang customers

The top 20% of Bloomerang customers raise 47% more after switching. That's not a feature claim. It's the actual measured result across 26,000+ nonprofits.

The transformation

Forest Lawn Heritage Foundation: before and after.

Without Bloomerang

⚠️Donor data fragmented across Little Green Light, spreadsheets, and email inboxes.
⚠️Annual appeal lists take days of manual Excel combing to assemble.
⚠️Mass emails sent via Outlook BCC, causing deliverability issues and no tracking.
⚠️Planned giving society tracked in a separate spreadsheet with no automation.
⚠️All institutional knowledge about donor relationships lives in one person's memory.

With Bloomerang

✅Every donor record, gift, event registration, and interaction in one unified profile.
✅Penny AI builds segmented lists in seconds. Groups update automatically.
✅Built-in email with drag-and-drop design, deliverability tracking, and sender customization.
✅Planned giving tracked as pledges with automated cultivation journeys.
✅System retains full donor history, so a new hire or successor starts informed, not from scratch.

Your investment

Your investment.

One plan, one price. Everything Forest Lawn needs to consolidate data, power the annual appeal, and prepare for the capital campaign.

⏱ This pricing is valid for 30 days from October 8, 2026.
Intelligent Giving Platform Standard

Everything Forest Lawn needs.

  • CRM, up to 5,000 records, unlimited users
  • Built in email marketing tool
  • Embedded donation forms, text to give, standard ticketed events
  • Predictive donor intelligence (Dataro)
  • Built in wealth screening
  • Up to 3 active Journey Automations
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$6,599
per year
Total first year investment.
Giving Platform Standard

The essentials, without predictive intelligence.

  • CRM, up to 5,000 records, unlimited users
  • Built-in email marketing tool
  • Embedded donation forms, text to give, standard ticketed events
  • Built-in wealth screening
  • Up to 3 active Journey Automations
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$4,599
per year
Same platform, without Dataro predictive donor intelligence.
One-time
Data Conversion from Little Green Light
Bloomerang migrates your data, deduplicates contacts, and loads everything into your new database.
$800
one-time fee
Why organizations stay

94% of Bloomerang customers renew, among 26,000+ nonprofits.

It's not because they're locked in. It's because the system works, and the team behind it genuinely wants nonprofits to succeed. When you thrive, we thrive.

94%
Renewal Rate

The path forward

From here to go live.

A shared plan for Forest Lawn Heritage Foundation and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 16

Discovery Call

Discussed Forest Lawn's fundraising goals, current systems, pain points, and the $2M capital campaign timeline. Identified LGL and spreadsheet fragmentation as the core problem.

Complete
Sep 29

Product Demonstration

Walked through CRM, donation forms, event management, email tools, Penny AI, and reporting. Jennifer confirmed the platform addresses her key gaps. PlotBox integration question noted for follow-up.

Complete
Oct 9

Proposal and Migration Review

Present pricing, walk through the migration plan from Little Green Light, answer the PlotBox question, and establish the decision path. VP of Finance Jamie Lotz joining.

Bloomerang + Forest Lawn
Oct/Nov

Internal Review and Decision

Jennifer and Jamie review the proposal internally with CEO Julie Snyder. Carmen provides board-ready materials as needed.

Forest Lawn
Jan 2027

Target Onboarding and Data Migration

Jennifer's preferred quiet period for conversion. Bloomerang migrates data from Little Green Light, deduplicates contacts, and gets the system live before the spring fiscal year.

Bloomerang

See it in action

Resources worth a look.

Carmen can walk through any of these live on your next call.

Your path to getting started

What to expect when getting started.

Onboarding runs in parallel with your data conversion. Your time commitment is roughly 8 to 10 hours total over about 6 weeks.

Core Products Welcome Call 1:1 Follow-Ups Typical Timeline Your Time
CRM and Fundraising 1-hour group call Two 1-hour calls ~6 weeks ~8 to 10 hours total

Timeline, effort, and number of calls depends on core products purchased.

1

Meet Your Onboarding Specialist

Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.

2

Group Welcome Call

Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers. One-hour group call.

3

Complete Self-Guided Product Training

Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.

4

Product-Focused Follow-Up Calls

Ask questions about the Bloomerang products you purchased, including CRM and Fundraising, and build on what you learned through Bloomerang Learning and group training. Two one-hour calls.

Always-On Support
Daily Group Training
Bloomerang Learning
Chat and email support
Bloomerang Knowledge Base