Prepared for Lakemary Center · September 24, 2026

Turn capital campaign momentum
into everyday, systemized growth.

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.

8,600
Constituent records
450+
Individuals served annually
55+
Years of service

Why now

Three new hires, three new initiatives, one shot to set the system right.

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

DonorPerfect was not built for what is next.

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

One system that grows with a brand new team.

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.

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Call Recordings

Discovery · Sep 15, 2026 Watch
Demo · Sep 17, 2026 Watch
Kyle Simkovich
Prepared for you by
Kyle Simkovich
Sr. Account Executive, Team Bloomerang

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.

(w) 870.259.4943  /  (m) 843.813.4002  ·  kyle.simkovich@bloomerang.com

Prepared for Lakemary Center · September 24, 2026

Turn capital campaign momentum
into everyday, systemized growth.

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.

8,600
Constituent records
450+
Individuals served annually
55+
Years of service
94%
Bloomerang renewal rate
"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

Five tools. Zero integration.
One overwhelmed team.

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

🗂️
CRM
$6,000/yr
DonorPerfect, confirmed 9/29
✉️
Email Marketing
$300 to $600
Constant Contact, cost TBD
🎟️
Event Ticketing
$3,000/yr
OneCause, confirmed 9/29
💰
Wealth Screening
$4,000
Industry typical, unclear if in use
📊
Reporting / AI
$600+
Add-on tools
Up to $13,900 to $14,500/yr
in separate tools → Integrations that break.
Data that doesn't talk. → A brand new, 3 person development team managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Lakemary Center's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$1,400,000
First time donors retained25
Major gift prospects3
Peer to peer participants40
Avg raised per P2P participant$150
Projected auction revenue$50,000
Staff / volunteer hours saved per month20
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
$2,136,000
After your Bloomerang investment
Peer to peer revenue
$6,000
40 participants x $150 avg
Auction revenue
$50,000
Projected, adjust to your event history
Fundraising lift (47%)
+$658,000
Conservative estimate
Major gift potential
$15,000
Avg $5K per prospect
Hours saved value
$6,000
20 hrs per month at $25 per hour
First time donor retention
+$1,000
Based on Bloomerang client average
ROI on your Bloomerang investment
113 to 1
Conservative estimate, Intelligent Giving Platform Pro V

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 staying on DonorPerfect actually costs.

Every month without a system change is a month these numbers stay on the table.

The fundraising gap stays open

A 47% average fundraising lift on Lakemary's current $1.4M in annual giving, left on the table every year the team stays manual.

$658,000/yr

Major gift prospects go unidentified

Three major gift prospects, at Lakemary's own record tier threshold, that a manual process has no way to systematically surface.

$15,000

Manual prioritization keeps eating staff time

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.

$6,000/yr
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 Lakemary Center needs.
Nothing it doesn't.

Built for a brand new development team taking on monthly giving, a new volunteer program, and a second capital campaign all at once.

CRM

Donor management

Up to 15,000 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.

Volunteer Management

Volunteers, not spreadsheets

Shift scheduling, signup, and hour tracking connected directly to donor records, so a sporadic volunteer program becomes a real, trackable pipeline.

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 Lakemary Center'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 Lakemary Center's donor history lives in Bloomerang.

What Penny does for Lakemary Center

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 Lakemary Center, 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 lapsed donors are most likely to come back if I reach out this week?
Based on giving history and engagement signals, here are the lapsed donors showing renewed activity, ranked by likelihood to respond.
Once your data is imported
$2,500
Suggested next ask, based on capacity and giving history
Can you draft a thank you email for a capital campaign donor who has not given again since?
Done. Here is a draft that references their capital campaign gift by name and ties it to the adult services building move, ready for your review.

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

See it in action

Resources worth a look.

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

Transform Your Volunteer Management with Bloomerang Volunteer
▶

Transform Your Volunteer Management with Bloomerang Volunteer

Bloomerang + DonorSearch Batch Screening
▶

Bloomerang + DonorSearch Batch Screening

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

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 Prepare for Donor Meetings | Fundraising with Penny

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

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny

The transformation

Lakemary Center: before and after.

Without Bloomerang

⚠️Prioritizing who to call next is pure manual guesswork
⚠️No way to report on individuals vs. employees vs. foundations
⚠️A sponsor company and its employee donors look unrelated
⚠️The volunteer program runs on nobody's radar
⚠️The golf tournament and Boots and Bowties sit in a separate OneCause account

With Bloomerang

✅Dataro powered donor prioritization tells the team who to call first
✅Flexible, donor type filtered reporting in a few clicks
✅Every related donor and organization connected on one profile
✅Volunteer shifts, signups, and hours live next to donor records
✅Peer to peer fundraising and auctions live in the same system as everything else

Your investment

One bundle, everything included.

One bundle, sized to Lakemary's 8,600 records and built to grow with the next capital campaign.

⏱ This pricing is valid for 30 days from September 29, 2026.
Intelligent Giving Platform Pro V

Everything Lakemary Center needs to launch, and grow into.

  • CRM, up to 15,000 records, unlimited users
  • Household and relationship mapping
  • Dataro powered donor prioritization and wealth screening signals
  • Volunteer management, integrated with donor records, up to 1,000 volunteers
  • Giving+: embedded donation forms, text to give, standard ticketed events
  • Peer to peer fundraising
  • Auctions
  • Unlimited Journey Automations
  • Outbound texting campaigns
  • Merch store
  • Philanthropy Institute course
  • Penny AI fundraising partner
  • Dedicated onboarding: kickoff, fundraising, volunteer, and CRM sessions
  • Unlimited phone, chat, and email support
$18,899
total first year investment
Includes the $15,799 platform, optional $1,100 Core Coaching (four 1:1 sessions/year), and a one time $2,000 data conversion. Rate locked for a 3 year term.
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 Lakemary Center and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 15, 2026

Discovery Call

Reviewed current fundraising, systems, and goals with Sarah Thomas and the Lakemary development team.

Bloomerang
Sep 17, 2026

Demo

Walked through fundraising, reporting, relationship mapping, volunteer management, and Penny against Lakemary's actual goals.

Bloomerang
Sep 29, 2026

Proposal Review

Walked 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.

Bloomerang
Oct 21, 2026

Check-in Call

30 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.

Bloomerang
Late Oct 2026

Internal Decision

Lakemary'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 Center
TBD

Onboarding Kickoff

Data migration begins with a dedicated conversion project manager (roughly 14 weeks), once contract terms are finalized.

Bloomerang

Head to head

Bloomerang vs. Neon CRM, against Lakemary's own goals.

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 needBloomerang (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 modelFlat rate by record countBase 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

Organizations like Lakemary, after switching.

Two Bloomerang customers who made moves similar to what Lakemary is considering.

DonorPerfect → Bloomerang

American Association of Zoo Veterinarians

41%
donor retention
120
lapsed donors recaptured
60%
email open rate
"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

57%
donor retention
25
lapsed donors re-engaged
2 to 12
newsletters per year
"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

Resources worth a look.

Kyle Simkovich can walk through any of these live on your next call.

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

How AI Helps Nonprofits Find Fundraising Opportunities | Fundraising with Penny

Watch
Take a tour of Event Management

Event Management, Live

Take a tour of Bloomerang Event Management

Take the tour
Take a tour of Auctions

Auctions, Live

Take a tour of Bloomerang Auctions

Take the tour
Transform Your Volunteer Management with Bloomerang Volunteer▶ YouTube▶

Transform Your Volunteer Management with Bloomerang Volunteer

Watch