Prepared for North Shore Area Partners

North Shore Area Partners puts purpose in motion. Bloomerang helps it go further.

You are working to grow individual and community giving to sustain your roughly $650,000 budget after losing $100,000 in federal funding last year. Here is how Bloomerang gets you there.

$650K
Annual Budget
$100K
Federal Funding Lost Last Year
~1,000
Total Constituents, Estimated
"We don't have a good system for donations, like keeping track of it. Like, who gave five years ago? My mind can only remember so much."
North Shore Area Partners team, discovery call
Where the work lives today

Five places the work lives today, none of them talking to each other

Donations, donor history, and outreach are spread across separate tools right now, so every gift and every event contact takes manual work to connect back to the person behind it.

💳
PayPal
Funds Only
Collects gifts, retains no donor history
📝
Elderberry
No Reports
Constituent and program data, can't produce reports
🎫
Spreadsheets
Manual
Donor tracking by hand
Mail & Phone
Manual
Bay Days outreach, entirely by hand
🧠
QuickBooks Desktop
Manual Entry
No sync with donations, re-entered by hand
Five disconnected tools
plus manual effort
One unified giving platform
records, giving, email, events
The ROI, in your terms

What one found major donor is worth

Move the sliders to North Shore Area Partners's reality. This models the giving lift Bloomerang customers see after converting, plus peer to peer growth, found major gifts, and the hours you get back.

Your inputs

Funds you raise in a year, all channels$650,000
Peer to peer or event fundraising in a year, e.g. Bay Days$9,000
Major gift prospects hidden in your list2
Admin hours saved per week6
What an hour of that time is worth$25
First year return on Bloomerang
0 to 1
New giving, major gift upside, and reclaimed time vs. the annual investment
Added giving
$0
At the average 47% lift Bloomerang customers see after converting
Peer to peer lift
$0
Same 47% lift applied to peer to peer
Major gift upside
$0
At $5,000 per identified prospect
Time reclaimed
$0
Hours saved times what your time is worth
Total first year impact
$0
Illustrative. 47% giving lift is the average Bloomerang customers see. Major gift value locked at $5,000 per prospect for a like for like comparison.
The cost of doing nothing

A homegrown system has a ceiling you will hit fast

The real cost of standing still is not the tools you pay for. It is what slips through while your systems do not talk to each other, and it is quantifiable. The figures below track the calculator above.

Prospects you never surface

Without giving history and propensity in one place, the board contact who could give five figures looks like everyone else. Every $5,000 prospect you cannot see is one you never ask.

$0
Missed major gifts per year

The lift you leave on the table

Bloomerang customers raise about 47% more after converting. Every year on the homegrown stack is a year that lift does not happen across your giving and peer to peer.

$0
Uncaptured giving lift per year

Hours rebuilding instead of raising

Every hour spent tuning a CRM by hand is an hour not spent closing a sponsor or a grant. Your business development skill is the asset, not database admin.

$0
Founder time lost per year

Standing still is not free. On your current inputs, doing nothing costs North Shore Area Partners about $0 in the first year alone.

26,000+
Nonprofits served
94%
Customer renewal
1
Unified platform
100%
Built for nonprofits
QBO
Native integration
4.5★
Highly rated support
Built for how North Shore Area Partners works

The pieces you asked for, in one place

Every capability below maps to something you raised on our call. This is not a feature dump. It is the shortlist that gets North Shore Area Partners to a yes.

Lead management

New people in, follow up scheduled

Add a contact in seconds, drop in your notes, and set the next touch, so finding new supporters and staying on them becomes a workflow instead of a memory test.

Follow up

Scheduled follow up you will not forget

Built in email marketing plus scheduled tasks and reminders on every record, so no relationship goes cold because a follow up lived only in someone's head.

Donor centric CRM

Every supporter, one record

Giving, emails, event attendance, and notes on a single timeline, so a relationship is never scattered across separate tools again.

QuickBooks Online

A native, direct integration

Gifts flow straight into QuickBooks Online. No exports, no double entry, no month end reconciliation guesswork.

Events

Events and sponsors, tracked

Capture sponsors, registrations, attendees, and gifts against real records, so every event grows the database instead of living in a separate tool.

Fundraising tools

Online giving that fits how you raise

Customizable, mobile ready donation pages with recurring and tribute options, so giving is simple for supporters and connected for you.

Penny, your AI fundraising partner

AI that reads your data, not a search box

Penny is trained on your database, not generic answers, so she works the way you would want a sharp analyst to work.

What Penny actually does

Real intelligence over your own data, not a glorified search that hands every nonprofit the same reply. That is the line Penny is built to clear.

Surfaces hidden capacity. Scores everyone in your database for major gift propensity, so the founder who can give far more than they do today does not stay invisible.
Drafts the ask. Point Penny at a prospect and have a tailored outreach letter ready to edit, not a blank page.
🧹
Cleans the busywork. Tell her to fix every uncapitalized name in your imported records and she does it, so your first sends look professional.
P
Penny
AI fundraising partner
Who in our database has the capacity to give more than they are giving now?
I found several. Here is the strongest signal in your records right now.
Illustrative example
$5,000+
A current supporter giving at a fraction of likely capacity. Want a draft ask?
Yes, draft it.
Done. A tailored letter is ready for your review and edits.
The pattern we see

Early stage orgs stall on the follow up, not the mission

New nonprofits rarely lose momentum because the cause is weak. They lose it because the founder is the only one holding every relationship, and there is no system to catch the next touch. The organizations that scale are the ones that put that engine in place before the volume arrives, not after it overwhelms them.

Why it matters now

Set the foundation before the growth, not during it

The best moment to build clean is before the growth arrives. Every supporter you add now lands in a real record with real follow up, so when your fundraising accelerates, the system is already ready for it.

94%
of Bloomerang customers renew year over year
Before and after

The same founder, a very different week

Today
A new contact means a row in a spreadsheet, a mental note, and a follow up you hope you remember.
A gift lands in your payment tool, but nothing links it back to the person or prompts a thank you.
Event attendees sit apart from everyone else you know.
Someone is the integration layer, and it works only while the numbers stay small.
With Bloomerang
A new contact lands in one record with a scheduled next touch, no memory required.
A gift posts to the donor timeline and to QuickBooks Online, thank you ready to send.
Event guests, sponsors, and donors share one view, so relationships compound.
The system holds the follow up, so your time goes to the mission.
The investment, Giving Platform Pro

Simple pricing, built for where you are

One platform, sized to North Shore Area Partners today with room to grow. Here is everything included in the bundle recommended for you.

Your path with Bloomerang
1

Discovery

Complete. We mapped your stack, your goals, and what gets you to a yes.

2

Demo

The full hour long walkthrough of the platform against your real needs.

3

Decision

On your timeline, brought to whoever signs off on the investment.

Recommended for North Shore Area Partners, Giving Platform Pro

Giving Platform Pro, 1,000 Constituent Tier

Donor management, Bloomerang CRM
  • Up to 1,000 contacts with unlimited users, no per seat fees
  • Complete donor database with a constituent timeline on every record
  • Donor engagement scoring and generosity scoring
  • Wealth screening and giving capacity insight
  • Sustainability scorecard
  • Smart segmentation and saved, filtered lists
  • Customizable reporting and dashboards
  • Built in email marketing with templates
  • Letters, acknowledgements, and receipting
  • Recurring gifts, tribute gifts, and pledge management
  • Nightly address verification and deceased suppression
  • Native QuickBooks Online integration
  • Mobile app for iOS and Android
  • Data export any time, you always own your data
Fundraising, Bloomerang Fundraising Pro
  • Unlimited online donation pages and forms, customizable and mobile optimized
  • Event management, registration, and ticketing
  • Live and silent auction tools, including in kind item tracking
  • Peer to peer fundraising pages
  • Text to donate
  • Donor and fundraiser mobile apps
AI, onboarding, and support
  • Penny, your AI fundraising partner, generous introductory access
  • Guided onboarding
  • Support by phone, email, and 24/7 chat
  • Bloomerang Academy, weekly training, and knowledge base
$4,999
per year
Giving Platform Pro. Up to 1,000 contacts. Scales as North Shore Area Partners grows. Smart Start Standard conversion, a 14 week transition, is a one time $2,000 fee, with room to reduce or waive it depending on timing.
Pricing prepared for North Shore Area Partners. Final quote confirmed after the demo.

IGP, predictive donor intelligence

Does the upgrade pay for itself?

A forward look for when North Shore Area Partners is ready for the Intelligent Giving Platform. The slider is set to your record count. Any one of the three outcomes below covers the annual cost on its own, and most organizations reach all three.

PredictAI

Scores the supporters already in your database on behavior and likelihood, who is ready to give, who is about to lapse, and who is ready for a bigger ask. Includes Next Gift Likelihood, Recurring Giving Likelihood, and Recurring Donor Churn Risk.

ProspectAI

Prospect research and enrichment from public sources like IRS 990s, FEC filings, and news, with charitable giving history and an adverse findings scan. Every figure is cited and clickable back to its source.

Penny and AI Content Assistant

Help draft the outreach once your team decides to act. The intelligence is automated. A person reviews and approves everything that goes out.

Built natively into Bloomerang, with no separate login. It works on the supporters already in your database, so it pairs with prospecting tools like DonorSearch that bring in brand new names.

IGP Upgrade ROI Calculator

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

Constituent Records
-
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 NEEDED
TOTAL SAVED
💰
Scenario 3: Monthly Giving Conversion
MONTHLY GIFT
CONVERTS NEEDED
TOTAL PER YEAR
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