Prepared for Lift Up · August 19, 2026

One system built for
the 100% model.

A single home for donor data, so Lift Up can prove the 100% model at every gift, and keep growing toward $1M without adding headcount.

Business objective

$1M next year

Powered by the 100% model, every donor dollar goes straight to a certified community Need, no overhead skim, and this is what gets you there before the Givesmart clock runs out.

Your Mission, Multiplied

Lift Up has already fulfilled 516 Needs and impacted 1,726+ people since 2018, all while keeping the promise that 100% of every donation reaches the person it's meant for.

The ROI calculator's projected first-year fundraising lift, about $79,200, is nearly 8% of the $1M goal on its own.

516
Needs fulfilled since 2018
1,726+
People impacted
60+
Certified community partners

Why now

Your Givesmart contract is running out.

With only a couple months left on the Givesmart contract and a November event on the calendar, this is the window to consolidate before campaign season hits.

Why change

Three tools, no single donor record.

Donor data is split across Givesmart, Stripe, and spreadsheets today, with no one place to see a donor's full history, the exact gap that undermines proof of the 100% model.

Why Bloomerang

The platform Jhaelynn already trusts.

Jhaelynn has used Bloomerang before and knows it firsthand, plus predictive donor intelligence and transparent fund reporting that map directly onto proving the 100% model and scaling the partner network.

Click to Access the Materials

Call Recordings

Demo · Aug 7 Watch
Proposal · Aug 11 Watch
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 Lift Up · August 19, 2026

One system built for
the 100% model.

A single home for donor data, so Lift Up can prove the 100% model at every gift, and keep growing toward $1M without adding headcount.

516
Needs fulfilled since 2018
1,726+
People impacted
60+
Certified community partners
94%
Bloomerang renewal rate
"I've been able to pull information and create a version of a CRM in a Google sheet, but I don't think everything's there either. It might come from a few places."
Jhaelynn Elam, Director of Advancement, Lift Up

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Lift Up needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
Givesmart direct
✉️
Email Marketing
$300 to $600
Mailchimp direct
🎟️
Payments
$0 to $300
Stripe direct
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $7,900/yr
in separate tools → Integrations that break.
Data that doesn't talk. → Jhaelynn managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Lift Up's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$720,000
New donors this year300
Major gift prospects3
Volunteer hours saved per month10
Value of an hour of staff or volunteer time$30
Based on Bloomerang client averages: 47%+ fundraising lift, 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$829,800
After your Bloomerang investment
Fundraising lift (47%)
+$79,200
Conservative estimate
Major gift potential
$15,000
Avg $5K per prospect
Volunteer time saved
$3,600
10 hrs per month at $30 per hour
New donor value
+$12,000
$40 avg per new donor, conservative
ROI on your Bloomerang investment
213 to 1
Conservative estimate, IGP 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 the manual gap actually costs.

Every month on the current stack is a month of donor signals missed and hours spent reconciling instead of fundraising.

Lapsed donors caught too late

Without lapse-risk scoring, a donor can go quiet in Givesmart or Stripe with nothing flagging it until she shows up on a lapsed report, past the point of an easy save.

$28,800/yr at risk

Missed major gifts

No propensity scoring today means major-gift capacity in the donor base goes unidentified until a gift shows up on its own.

$15,000/yr in missed major gifts

Founder and volunteer time

With 0 paid staff, every hour spent reconciling Givesmart, Stripe, and spreadsheets by hand is an hour the 5-person board and volunteer team aren't spending on the $1M push.

$3,600/yr in volunteer time
94%
Renewal rate
26K+
Nonprofits served
154%+
First-time donor retention
47%+
More raised on average
13%+
Major gift growth
673
Years of nonprofit expertise

What's included

Every tool Lift Up needs.
Nothing it doesn't.

Everything Lift Up needs to prove the 100% model and keep growing toward $1M, in one system.

CRM

Donor management

Up to 1,000 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.

Donor Intelligence

Predictive donor intelligence

Propensity scores, lapse risk, and optimal ask amounts surface automatically on every donor profile, so the team can act before someone goes quiet instead of after.

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 Lift Up'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 Lift Up's donor history lives in Bloomerang.

What Penny does for Lift Up

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 Lift Up, 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
Which of our donors are the best candidates for a $500+ ask this quarter?
Based on giving history and engagement, here are 3 donors showing strong capacity and rising engagement scores.
Once your data is imported
$500 to $750
Suggested range based on capacity and recent engagement
Draft a thank-you email for the donor who just funded a full Need.
Done, referencing their full giving history with Lift Up, not just today's gift, ready to send or edit.

Competitive comparison

How Lift Up's current stack compares.

FeatureBloomerangGivesmartDIY Stack
Built in email marketing✓ Included✗ Separate✗ No
Predictive donor intelligence✓ Included~ Basic✗ No
Built in wealth screening✓ Included✗ No~ Integration extra
Penny AI fundraising assistant✓ Included✗ No✗ No
Journey automations✓ 3 concurrent✗ No✗ No
QuickBooks Online integration✓ Full sync✗ No~ Partial
Auto recurring card updates✓ Included✗ No✗ No
Unlimited phone support✓ Included~ Tiered~ Ticket based
Starting price (comparable tier)Custom~$1,200 to $2,400/yrStripe + Sheets

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

Illustrative peer example

A donor-dollar-transparency nonprofit, scaled.

Illustrative example: a growing nonprofit built around full giving transparency consolidated fragmented donor data into Bloomerang ahead of a major campaign push.

The result

The result

47%+

Average fundraising lift among Bloomerang clients

Bloomerang clients typically see meaningful lift once donor data lives in one place and reporting can prove impact automatically.

See it in action

Resources worth a look.

Kevin will send links to these once the proposal is finalized.

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny
▶

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny

How AI Helps Nonprofits Prepare for Donor Meetings | Fundraising with Penny
▶

How AI Helps Nonprofits Prepare for Donor Meetings | Fundraising with Penny

How AI Helps Nonprofits Find Major Donor Gifts | Fundraising with Penny
▶

How AI Helps Nonprofits Find Major Donor Gifts | Fundraising with Penny

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact
▶

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact

Bloomerang Gift-Entry and Reporting Foundations
▶

Bloomerang Gift-Entry and Reporting Foundations

The transformation

Lift Up: before and after.

Without Bloomerang

⚠️Donor data split across Givesmart, Stripe, and spreadsheets
⚠️No way to prove the 100% model beyond a manual report
⚠️Lapsed donors discovered only after they've gone quiet
⚠️New community partner campaigns rebuilt from scratch
⚠️Givesmart contract running out with no consolidated system in place

With Bloomerang

✅One constituent record for every donor, gift, and campaign
✅Fund and campaign allocation reporting that proves the 100% model on demand
✅Lapse risk and propensity scores flagged automatically
✅New partner campaigns cloned and live in minutes
✅Live on Bloomerang with runway ahead of the November event

Your investment

Two ways to close the gap.

Two ways to bring Intelligent Giving Platform to Lift Up, both under the 1,000-record tier.

⏱ This pricing is valid for 30 days from August 19, 2026.
Recommended · Intelligent Giving Platform Standard

Everything Lift Up needs to launch.

  • CRM, up to 1,000 records, unlimited users
  • Unlimited email marketing and newsletters
  • Up to 3 active Journey Automations
  • Predictive donor intelligence: propensity scores, lapse risk, optimal ask amounts
  • Prospect AI: capacity assessment and estimated net worth
  • Penny AI fundraising partner
  • Built in wealth screening via DonorSearch
  • Unlimited donation forms and event management
  • Unlimited phone, chat, and email support
$3,899
per year
One-time $800 conversion fee waived. 1-year term pending final approval (2-year is standard).
Intelligent Giving Platform Pro

Everything in Standard, plus unlimited automations and peer fundraising.

  • Everything in IGP Standard
  • Unlimited Journey Automations (vs. 3 in Standard)
  • Peer-to-peer fundraising and auction fundraising
  • Outbound texting and text-to-donate
  • Mobile app with unlimited video acknowledgements
$5,999
per year
$2,100 more than Standard. Upgrade from Standard to Pro is available any time mid-contract.
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 Lift Up and Team Bloomerang, so nothing falls through the cracks between now and launch.

This week

Proposal & contract

Carmen sends the finalized IGP proposal and contract for signature, reflecting whichever tier Shane approves.

Bloomerang
Late August

Sign & submit Smart Start templates

Lift Up signs the agreement and completes the Smart Start Basic templates (name, email, address, phone) for the Conversion Project Manager.

Lift Up
September

Data load & review

Bloomerang loads Lift Up's donor data and reviews it together, incorporating Stripe history and the Google Sheets records.

Bloomerang
Sept to Oct

Donation form & WordPress integration

Confirm the WordPress donation-form integration path and connect Lift Up's site to Bloomerang's donation forms.

Lift Up
Before November

Go live for the November event

Lift Up launches on Bloomerang with runway ahead of the November event, on track for the $1M push.

Bloomerang

See it in action

Resources worth a look.

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

How AI Helps Nonprofits Find Fundraising Opportunities▶ YouTube▶

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny

Watch
Penny AI Tour

Penny AI Tour

Penny AI Tour: Bloomerang's Intelligent Fundraising Partner

Take the tour
How AI Helps Nonprofits Prepare for Donor Meetings▶ YouTube▶

How AI Helps Nonprofits Prepare for Donor Meetings | Fundraising with Penny

Watch
How AI Helps Nonprofits Find Major Donor Gifts▶ YouTube▶

How AI Helps Nonprofits Find Major Donor Gifts | Fundraising with Penny

Watch
Turn Donor Insights Into More Fundraising Impact▶ YouTube▶

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact

Watch