Prepared for Joseph's Coat · August 14, 2026

One system for the food pantry,
the thrift store, and everything in between.

Built so Washington County Gives Day, donor stewardship, and succession planning don't all depend on one spreadsheet, and one person.

Business objective

Grow Washington County Gives Day over six figures

Plus a system in place so the donor process doesn't depend on Denise alone.

Your Mission, Multiplied

For 24 years, Joseph's Coat has kept Washington County fed, serving 230,015 meals and distributing 277,122 pounds of food in 2025 alone.

Even a conservative 11% lift on current giving is about $16,500 a year, more than four times the annual cost of the recommended plan.

Recovering 15 hours a month from manual entry and handwritten thank-yous is worth about $4,500 a year in staff time, time that could go straight back into food donation programs.

230,015
Meals served in 2025
277,122
Lbs of food distributed in 2025
24
Years serving Washington County

Why now

The board votes August 25.

Denise needs a board-ready cost breakdown in hand before then, and a system live in time for fall EOY fundraising. DonorBox is month to month, so there's no long-term contract holding them back from switching now.

Why change

An 11-year-old spreadsheet is running the show.

Handwritten thank-yous, a spreadsheet older than some of their volunteers, and a Washington County Gives Day with no way to see who's given or who's ready to give more.

Why Bloomerang

One system, built so it doesn't depend on Denise.

Constituent profiles, a live WCGD campaign view, and role-based board access mean donor history and process live in Bloomerang, not in one person's head or inbox.

Click to Access the Materials

Call Recordings

Discovery · Aug 3, 2026 Watch
Demo · Aug 7, 2026 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 Joseph's Coat · August 14, 2026

One system for the food pantry,
the thrift store, and everything in between.

Built so Washington County Gives Day, donor stewardship, and succession planning don't all depend on one spreadsheet, and one person.

230,015
Meals served in 2025
277,122
Lbs of food distributed in 2025
24
Years serving Washington County
94%
Bloomerang renewal rate
"Right now our donor list is just kept on an Excel spreadsheet that's now 11 years old. I do the digging and I find them."
Denise Cada, Strategic Director, Joseph's Coat

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Joseph's Coat needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
DonorBox (giving only)
✉️
Email Marketing
$300 to $600
None, handled manually
🎟️
Event & POS Tools
$400 to $800
Square (thrift store), manual event tracking
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $6,500 to $8,600/yr
in separate tools → Integrations that break.
Data that doesn't talk. → Denise managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Joseph's Coat's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$150,000
First-time donors retained20
Major gift prospects2
Staff/volunteer hours saved per month15
Value of an hour of staff or volunteer time$25
Based on Bloomerang client averages: 47%+ fundraising lift, 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$181,800
After your Bloomerang investment
Fundraising lift (11%)
+$16,500
Conservative estimate
Major gift potential
$10,000
Avg $5K per prospect
Time savings value
$4,500
15 hrs per month at $25 per hour
First-time donor retention
+$800
20 donors retained, avg $40 lift each
ROI on your Bloomerang investment
47 to 1
Conservative estimate, 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 happens if Denise is out for a month?

The risk isn't hypothetical, it's already been raised by name on the calls.

No succession plan

If Denise were out, the donor process likely doesn't run without her. Eleven years of institutional knowledge, and the full $150,000 in annual giving it supports, lives in one spreadsheet and one person's head.

$150,000/yr at risk

WCGD stays a guessing game

No way to track who's given, who's ready to give more, or who's fallen through the cracks on Washington County Gives Day. At just 2 major-gift prospects identified per year, that's revenue left on the table.

$10,000/yr in missed major gifts

Manual work keeps growing

Handwritten thank-yous and spreadsheet entry eat roughly 15 hours a month that could go straight into the food donation programs Denise wants to grow.

$4,500/yr in staff 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 Joseph's Coat needs.
Nothing it doesn't.

Built for a lean team running a food pantry and thrift store on 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.

Fundraising

Online donation & event forms

Embeddable donation forms for Washington County Gives Day, plus event forms with QR check-in for the Breakfast Drive Thru and other events.

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 Joseph's Coat'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 Joseph's Coat's donor history lives in Bloomerang.

What Penny does for Joseph's Coat

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 Joseph's Coat, 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
Who are my top donors to reach out to for Washington County Gives Day?
Based on giving history and engagement, here are 3 donors showing signals they're ready for a bigger ask this year.
Once your data is imported
$1,000
Suggested range once your data is imported
Draft a thank-you note for a first-time donor.
Here's a personalized note referencing their gift and inviting them to shop at Joseph's Coat.

Competitive comparison

Bloomerang vs. your current setup

FeatureBloomerangDonorBox + Excel (Current)
Built in email marketing✓ Included✗ None, handled manually
Centralized donor records✓ Included✗ Scattered across a spreadsheet & DonorBox
Built in wealth screening✓ Included✗ No
Penny AI fundraising assistant✓ Included✗ No
Journey automations✓ 3 concurrent✗ No
Role based board access✓ Included✗ No
Auto recurring card updates✓ Included✗ No
Unlimited phone support✓ Included✗ Self-serve only
Starting price (comparable tier)Custom$0 + hours of manual work weekly

Joseph's Coat has not evaluated other CRM competitors, so this compares Bloomerang to their current DonorBox + Excel setup rather than a named competitor.

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 mission, now running on Bloomerang

The Sharing Center turned donor generosity into $355,000.

This Central Florida hunger and homelessness nonprofit built a peer-to-peer "Virtual Pantry" campaign in Bloomerang, letting donors shop a mock grocery store to restock pantry shelves for local families, the same kind of mission Joseph's Coat runs every day.

The result

One campaign, $355,000 raised.

$355K

Raised through peer-to-peer fundraising

The team found the setup refreshingly simple, and the campaign became one of their biggest years yet for community-funded groceries.

See it in action

Resources worth a look.

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

Bloomerang: Predictive AI for Donor Intelligence
▶

Bloomerang: Predictive AI for Donor Intelligence

How Bloomerang Turns Donor Insights Into Fundraising Impact
▶

How Bloomerang Turns Donor Insights Into Fundraising Impact

Bloomerang + DonorSearch Batch Wealth Screening
▶

Bloomerang + DonorSearch Batch Wealth Screening

Bloomerang Mobile App Demo
▶

Bloomerang Mobile App Demo

Bloomerang CRM Tutorial: Donor Management & Engagement
▶

Bloomerang CRM Tutorial: Donor Management & Engagement

The transformation

Joseph's Coat: before and after.

Without Bloomerang

⚠️An 11-year-old spreadsheet holds all donor history
⚠️Thank-yous are handwritten, one at a time
⚠️No visibility into who's giving on Washington County Gives Day
⚠️If Denise is out, the process doesn't run
⚠️Square (thrift store) sales sit in a separate system

With Bloomerang

✅Every donor record lives in one searchable profile
✅Acknowledgments go out automatically, every time
✅Live WCGD view shows who's given and who's ready to give more
✅Donor history and process live in Bloomerang, not one inbox
✅Role-based access lets board members see reports, not edit financials

Your investment

Two ways to close the gap.

A side-by-side breakdown for the board meeting on August 25.

⏱ This pricing is valid for 30 days from August 14, 2026.
Giving Platform Standard

The CRM foundation, without predictive donor intelligence.

  • CRM, up to 1,000 records, unlimited users
  • Built in email marketing tool
  • Online donation & event forms
  • Up to 3 active Journey Automations
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$2,899
per year
Base CRM tier, for comparison against the recommended bundle below.
Recommended · Intelligent Giving Platform Standard

Everything in Standard, plus predictive donor intelligence for Washington County Gives Day.

  • Everything in Giving Platform Standard
  • Predictive donor intelligence: lapse risk, optimal ask amounts
  • Prospect AI, gathers public giving-capacity signals automatically
  • Built in wealth screening
  • Penny AI fundraising partner
$3,899
per year
$1,000 more than Standard. Plus a one time $800 Smart Start Basic data conversion fee ($4,699 total year one). Carmen is checking on approval to waive the conversion 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 Joseph's Coat and Team Bloomerang, so nothing falls through the cracks between now and launch.

Aug 17

Follow-up call: board-ready pricing

Carmen walks through the tiered pricing comparison and cost-benefit one-pager with Denise and the board.

Bloomerang
By Aug 24

Board intro email

Denise sends the board an introductory email about Bloomerang ahead of the Aug 25 meeting.

Joseph's Coat
Aug 25

Board vote

The board reviews the proposal and this Bloom Room to decide on moving forward.

Joseph's Coat
Early Sept

Contract signed

Assuming board approval, Denise signs and Smart Start Basic conversion kicks off.

Joseph's Coat
October

Live before EOY fundraising

Bloomerang is live in time for October EOY fundraising and Washington County Gives Day prep.

Bloomerang

See it in action

Resources worth a look.

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

Bloomerang: Predictive AI for Donor Intelligence▶ YouTube▶

Bloomerang: Predictive AI for Donor Intelligence

Watch
How Bloomerang Turns Donor Insights Into Fundraising Impact▶ YouTube▶

How Bloomerang Turns Donor Insights Into Fundraising Impact

Watch
Bloomerang + DonorSearch Batch Wealth Screening▶ YouTube▶

Bloomerang + DonorSearch Batch Wealth Screening

Watch
Bloomerang Mobile App Demo▶ YouTube▶

Bloomerang Mobile App Demo

Watch
Bloomerang CRM Tutorial: Donor Management & Engagement▶ YouTube▶

Bloomerang CRM Tutorial: Donor Management & Engagement

Watch