Prepared for Caretta Research Project · October 7, 2026

One platform for 54 years
of turtle conservation.

Everything Caretta Research Project needs to strengthen donor retention, deepen relationships with 530+ annual gala supporters, and build a year-round fundraising platform for the next chapter of conservation.

Business objective

Raise $150K to $175K at the annual auction and build a year-round fundraising engine

Fund a third employee and ensure a growing donor base is supported by modern tools built for long-term retention.

Your Mission, Multiplied

Over 54 years of conservation on Wassaw National Wildlife Refuge, 2,196 turtles tagged, 6,450 nests protected, 440,000 hatchlings released. Here is how the extra capacity Bloomerang would create builds on that.

Fundraising lift: The ROI calculator projects an 11% lift on current giving. Applied to the roughly $150,000 in annual donations, that is an additional $16,500, enough to close the gap between last year's $130K auction and the new $150K floor, with room to spare.

Time back: Consolidating OneCause, Mailchimp, and yearly Excel sheets into one platform saves an estimated 8 hours per month for the team, nearly a full workday back each month that can go toward donor stewardship and event planning.

54
Years of conservation
530+
Annual gala attendees
$130K
Raised at last year's auction

Why now

A growing supporter base and a bigger fundraising goal for the year ahead.

Your donor base is growing, and the tools you have are not keeping up. Fundraiser prep for next year starts in January, and the board meets October 13 to review options. The window to get a system in place this fall is now.

Why change

Ready for tools that match the scale of the mission.

With 530+ gala attendees and a donor base that grows every year, Caretta Research Project is ready for a single platform that tracks giving history, automates follow-up, and makes donor retention measurable.

Why Bloomerang

One platform to grow, retain, and steward every donor relationship.

Bloomerang brings auction management, email communications, and donor data into a single platform. Every donation, registration, and interaction is tracked automatically, so the team can focus on building relationships instead of managing tools.

Click to Access the Materials

Call Recordings

Discovery · September 17, 2026 Watch
Demo · October 6, 2026 Watch
Support and Migration Slide Deck View
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 Caretta Research Project · October 7, 2026

One platform for 54 years
of turtle conservation.

Everything Caretta Research Project needs to strengthen donor retention, deepen relationships with 530+ annual gala supporters, and build a year-round fundraising platform for the next chapter of conservation.

54
Years of conservation
530+
Annual gala attendees
$130K
Raised at last year's auction
94%
Bloomerang renewal rate

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Caretta Research Project's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$150,000
New donors to retain per year50
Major gift prospects2
Staff hours saved per month8
Value of an hour of staff or volunteer time$30
Based on Bloomerang top-performing customers: 47%+ fundraising lift (top 20%), 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$181,380
After your Bloomerang investment
Fundraising lift (11%)
+$16,500
Conservative estimate
Major gift potential
$10,000
Avg $5K per prospect
Staff time savings
$2,880
8 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
4 to 1
Conservative estimate, Giving Platform Pro

The cost of doing nothing

Every year without a system costs real money.

These numbers come directly from the ROI calculator defaults above. They represent what Caretta Research Project leaves on the table each year without a unified platform.

Lost major gift revenue

With no wealth screening or donor intelligence in place, high-capacity supporters at the gala go unidentified. Even two major gifts at $5,000 each would cover your annual investment.

$10,000/yr

Untapped gala supporter potential

530+ annual gala attendees represent a built-in audience for year-round giving. With automated follow-up and donor retention tools, the 11% fundraising lift projects to an additional $16,500 per year.

$16,500/yr

Staff time lost to manual work

Managing three disconnected systems costs roughly 8 hours per month. At $30 per hour, that is $2,880 a year in time that could go toward donor stewardship.

$2,880/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 Caretta Research Project needs.
Nothing it doesn't.

Caretta Research Project is being quoted the Giving Platform Pro bundle, which includes CRM, built-in email, the full Premium Fundraising Suite (auction, gala, P2P, text fundraising), Penny AI, wealth screening, and unlimited Journey Automations.

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.

Events + Auctions

Premium Fundraising Suite

Embedded donation forms, text to give, standard and ticketed events, silent auction and gala tools with mobile bidding, peer-to-peer fundraising, and a merch store. Replaces OneCause entirely and feeds every registration, bid, and gift straight into the CRM.

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 Caretta Research Project'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 Caretta Research Project's donor history lives in Bloomerang.

What Penny does for Caretta Research Project

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 Caretta Research Project, 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 attended our Night on the River gala last year and hasn't donated since?
Let me check your data. Scanning 530 event registrations from the April 2026 gala against your giving records...
Once your data is imported
Re-engage 47 lapsed gala attendees
Potential: $4,700 to $9,400 in recovered annual giving
Draft a personal email to each of them referencing the gala and this year's nesting season.
Done. I created 47 personalized emails referencing each person's gala attendance and this season's nesting highlights. Each one is ready to review and send from the Communications tab.

A similar story

Mental Health Association of Frederick County replaced disconnected tools with Bloomerang.

MHA was managing donor data, tracking interactions, and organizing their annual gala across multiple systems. After consolidating everything into Bloomerang's Giving Platform, their team could segment fundraising appeals, track event attendees, and strategize future goals from a single dashboard.

The result

Record-setting gala revenue.

$240K

Raised at their annual gala and auction using Bloomerang

Between sponsorships, a live appeal, and a live auction, all run through Bloomerang's fundraising platform, MHA exceeded their fundraising goals. They also improved donor retention and segmented outreach at scale.

The transformation

Caretta Research Project: before and after.

Without Bloomerang

⚠️Donor history spread across yearly spreadsheets, hard to see the full picture.
⚠️Gala supporters ready to deepen their involvement, but no automated way to stay in touch year-round.
⚠️Auction, email, and donor data living in separate systems that require manual work to connect.
⚠️Growing donor base without a way to track retention trends or giving history over time.
⚠️A dedicated team ready for tools that scale with the mission.

With Bloomerang

✅Every donor relationship in one searchable, permanent system.
✅Every gala attendee becomes a known constituent with automated follow-up.
✅One platform for CRM, email, events, and auctions, all connected.
✅Full giving history, engagement scoring, and lapse alerts at a glance.
✅Penny AI and Journey Automations doing the follow-up work for a two-person team.

Your investment

Your investment.

One option, built to replace OneCause, Mailchimp, and manual spreadsheets in a single platform.

⏱ This pricing is valid for 30 days from October 7, 2026.
Giving Platform Pro

Everything Caretta Research Project needs to launch.

  • CRM, up to 5,000 records, unlimited users
  • Built-in email marketing with unlimited Journey Automations
  • Premium Fundraising Suite: embedded donation forms, text to give, standard and ticketed events, silent auction and gala tools with mobile bidding, peer-to-peer fundraising, merch store
  • Built-in wealth screening (ProspectView)
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Philanthropy Institute Course
  • Unlimited phone, chat, and email support
$7,199
per year
Total first-year investment. Replaces OneCause ($3,000/yr) and Mailchimp ($420/yr).
One-time
Data Conversion Fee
Dedicated specialist migrates your data from OneCause, Mailchimp, and Excel into Bloomerang over 5 to 7 weeks.
$800
one-time
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 Caretta Research Project and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 17

Discovery call

Kristen walked us through the current stack (OneCause, Mailchimp, Excel), the growing donor base, the auction attendance gap, and the goal of a year-round fundraising platform.

Bloomerang + Kristen
Oct 6

Demo with board members

Live walkthrough of donation forms, auction and gala tools, CRM donor profiles, Penny AI, email marketing, and Journey Automations. Brigitte and Ruth attended. Director Kris and Treasurer Barbara to watch the recording.

Bloomerang + Kristen, Brigitte, Ruth
Oct 7

Proposal review

Walk through pricing, processing fees, onboarding timeline, and what the board needs before October 13.

Bloomerang + Kristen
Oct 9 or 12

Follow-up demo with Kris and Barbara

Walkthrough for the director and treasurer who were unable to join the October 6 demo. Covers any outstanding questions on the CRM, auction tools, QuickBooks integration, and processing fees.

Bloomerang + Kris, Barbara
Oct 13

Board meeting

Kristen introduces Bloomerang to the full board, shares the proposal, and begins the approval process.

Caretta Research Project board
Oct 20+

Sign and begin onboarding

Kick off 5 to 7 week data conversion with a dedicated onboarding specialist. Goal: live before January fundraiser prep begins.

Bloomerang onboarding team

See it in action

Resources worth a look.

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

Carmen will add curated resources here once the proposal is finalized.

Bloomerang CRM Hidden Features: 5 Time-Saving Tips for Nonprofits

Watch
Donor Insights Into Impact▶ YouTube▶

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact

Watch
Auction Software Tour

Auction Software Self-Guided Tour

Explore Bloomerang's auction tools at your own pace

Take the tour