Prepared for Lakemary Center · September 24, 2026
One platform to connect your donors, your volunteers, and your events, built for a brand new team that does not want to learn a system twice.
Business objective
$1.4M → $3M
Funding continued care and the adult services building move for the 450+ children and adults with intellectual and developmental disabilities Lakemary serves.
Your Mission, Multiplied
Since 1969, Lakemary Center has built a national reputation from its 32 acre campus in Paola, Kansas, serving 450+ children and adults with intellectual and developmental disabilities and recently wrapping a capital campaign that is now funding a new adult services building.
+$658,000 projected fundraising lift on your current $1.4M in annual giving, more than 40% of the way to your $3M goal, on its own.
Why now
Lakemary's development team is entirely new, and monthly giving, a formal volunteer program, and a second capital campaign for the adult services move are all launching at once. The CEO is already bought into investing in the right tools, and the team has been explicit: they do not want to half learn a system and then have to move again.
Why change
Today, prioritizing outreach is entirely manual, donor type reporting is not possible, and there is no way to connect a sponsor company to its individual employee donors. A wealth screening tool sits mostly unused, and the volunteer program runs completely untracked, disconnected from donor records.
Why Bloomerang
Household and relationship mapping connects every donor to the organizations behind them. Dataro powered donor prioritization puts wealth screening signals to work automatically. Volunteer management lives in the same system as giving records, and event tools bring the golf tournament and Boots and Bowties in from OneCause, all backed by onboarding built for a team that is just getting started.
Click to Access the Materials
Hi, I'm Kyle, 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 Lakemary Center · September 24, 2026
One platform to connect your donors, your volunteers, and your events, built for a brand new team that does not want to learn a system twice.
"We are really kind of at a great time to make sure we have all of the tools that we need."Sarah Thomas, Senior Director of Development, Lakemary Center
The fragmented stack problem
Without Bloomerang, Lakemary Center needs separate systems for every function. None of them talk to each other.
Interactive ROI calculator
Seeded with Lakemary Center'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
Every month without a system change is a month these numbers stay on the table.
A 47% average fundraising lift on Lakemary's current $1.4M in annual giving, left on the table every year the team stays manual.
Three major gift prospects, at Lakemary's own record tier threshold, that a manual process has no way to systematically surface.
20 hours a month of staff and volunteer time, at a conservative $25 per hour, spent on manual work Dataro powered prioritization would otherwise absorb.
What's included
Built for a brand new development team taking on monthly giving, a new volunteer program, and a second capital campaign all at once.
Up to 15,000 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.
Shift scheduling, signup, and hour tracking connected directly to donor records, so a sporadic volunteer program becomes a real, trackable pipeline.
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 Lakemary Center'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 Lakemary Center'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.
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
See it in action
Kyle can walk through any of these live on your next call.

Transform Your Volunteer Management with Bloomerang Volunteer

Bloomerang + DonorSearch Batch Screening

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

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

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny
The transformation
Without Bloomerang
With Bloomerang
Your investment
One bundle, sized to Lakemary's 8,600 records and built to grow with the next 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 Lakemary Center and Team Bloomerang, so nothing falls through the cracks between now and launch.
Reviewed current fundraising, systems, and goals with Sarah Thomas and the Lakemary development team.
BloomerangWalked through fundraising, reporting, relationship mapping, volunteer management, and Penny against Lakemary's actual goals.
BloomerangWalked through Intelligent Giving Platform Pro V, support and onboarding, and the data conversion timeline. Total first year investment: $18,899 (platform $15,799, optional Core Coaching $1,100, one-time data conversion $2,000), on a 3-year term.
Bloomerang30 minute catch-up, 12:00 PM Eastern, after Lakemary's golf tournament and team planning session, to see where things stand before Sarah brings this to her CEO.
BloomerangLakemary's team is heads down through their golf tournament (Oct 12) and a team planning session (Oct 20), then meets with their CEO the following week to map out 2027 and decide on tools. Sarah expects a decision in late October or November, no fixed date confirmed yet.
Lakemary CenterData migration begins with a dedicated conversion project manager (roughly 14 weeks), once contract terms are finalized.
BloomerangHead to head
Lakemary's core business objective is to nearly double fundraising. That kind of jump does not happen by adding more hours to the day, it happens by moving to a platform built to scale with you: connecting your donors, volunteers, and events in one system instead of three, surfacing the donors most ready to give bigger, and giving a brand new team the tools to do more with the same headcount. That is the specific lens we compared Bloomerang and Neon CRM through, against the capabilities Sarah's team flagged as needed: household and relationship mapping, donor prioritization, an integrated volunteer program, and events without a separate OneCause subscription.
| Lakemary's need | Bloomerang (IGP Pro V) | Neon CRM |
|---|---|---|
| Easier reporting | ✓ Reporting built to be easy, accurate, and conversational, ask a question in plain language and get the answer | ~ General reporting tools, not built for conversational or donor-type specific questions |
| Donor prioritization / wealth screening | ✓ Built in, Dataro predictive donor intelligence | ~ Available only via a separate paid Windfall Data integration |
| Monthly giving / recurring donor tools | ✓ Included | ✓ Included |
| Volunteer management, integrated with donor records | ✓ Included in this bundle, up to 1,000 volunteers | ~ Optional add-on module, additional fee |
| Integrated events, so OneCause is no longer needed | ✓ Included: registration, ticketing, and auctions | ~ Events is an optional add-on module; no built-in auctions |
| AI fundraising assistant | ✓ Penny, purpose-built fundraising guidance | ~ Extremely limited, only offers a donor summary feature |
| Pricing model | Flat rate by record count | Base fee plus revenue-based pricing, plus add-on module fees |
Neon feature and pricing notes are directional, based on public information as of September 2026, and should be confirmed against Neon's current offering before this document is shared externally.
"One of the reasons that made me want to jump ship myself is I just felt like Neon was very late to the AI party. I use AI every day in my job, and I think nonprofits should have the same tools at their disposal."Kyle Simkovich, Sr. Account Executive, Bloomerang
Client success stories
Two Bloomerang customers who made moves similar to what Lakemary is considering.
DonorPerfect → Bloomerang
American Association of Zoo Veterinarians
"DonorPerfect just didn't provide the data I needed as a leader to make decisions and support efforts in a meaningful way."Molly Gezella-Baranczyk, Executive Director
Neon → Bloomerang
Oregon FFA
"In hindsight, Neon was absolutely choking us. We had no ability to be consistent, sustainable, or professional in any work we were doing with them."Betsy Hartley, Development Director
See it in action
Kyle Simkovich can walk through any of these live on your next call.