Prepared for Forest Lawn Heritage Foundation · October 8, 2026
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.
Why now
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
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
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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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.
Prepared for Forest Lawn Heritage Foundation · October 8, 2026
A plan to unify Forest Lawn's donor data, power the annual appeal, and build the infrastructure for a $2 million capital campaign.
"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
Without Bloomerang, Forest Lawn Heritage Foundation needs separate systems for every function. None of them talk to each other.
Interactive ROI calculator
Seeded with Forest Lawn Heritage Foundation's actual numbers. Adjust to match your goals.
IGP · Predictive donor intelligence
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.
How many outcomes does it take to cover the cost? Usually fewer than you'd think.
The cost of doing nothing
These are not hypothetical. They are grounded in the ROI calculator defaults above.
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.
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.
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.
What's included
Built for a team of one managing 14 cemeteries, an annual appeal, community events, and a planned giving society, all from a single login.
Up to 5,000 records, unlimited users, household tracking, soft credit attribution, pledge management, and in kind donation tracking, all in one profile.
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.
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.
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.
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.
Automatic recurring card updates, first time donor flags, and lapsed donor identification, running in the background, always.
Meet Penny
An illustrative look at how Penny works once Forest Lawn Heritage Foundation's donor history lives in Bloomerang.
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.
Competitive comparison
| Feature | Bloomerang | Little Green Light | Spreadsheets | Outlook |
|---|---|---|---|---|
| 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/yr | Free | $99/yr |
Competitor feature and price notes are directional and should be confirmed before this document is shared externally.
What nonprofits say
"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
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
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
Without Bloomerang
With Bloomerang
Your investment
One plan, one price. Everything Forest Lawn needs to consolidate data, power the annual appeal, and prepare for the capital campaign.
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.
The path forward
A shared plan for Forest Lawn Heritage Foundation and Team Bloomerang, so nothing falls through the cracks between now and launch.
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.
CompleteWalked 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.
CompletePresent 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 LawnJennifer and Jamie review the proposal internally with CEO Julie Snyder. Carmen provides board-ready materials as needed.
Forest LawnJennifer'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.
BloomerangSee it in action
Carmen can walk through any of these live on your next call.




Your path to 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.
Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.
Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers. One-hour group call.
Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.
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.