Prepared for Shelter House · October 15, 2026
Bloomerang brings fundraising, events, email, and volunteer management into one unified platform, so Shelter House can spend less time connecting tools and more time reaching its $888,000 goal.
Business objective
$888,000
Your goal runs 15 to 20% above the year before, and your next five-year strategic plan sets bigger goals still.
Your Mission, Multiplied
Shelter House began in 1981 as volunteers handing out blankets and food from the trunks of their cars. Today your team runs emergency shelters across Fairfax and Loudoun counties and reports serving 4,496 people in a recent year, half of them children. Here is how the capacity Bloomerang creates can build on that.
The ROI calculator projects about $352,500 in added fundraising lift each year, close to 40% of your $888,000 goal.
At 20 hours saved a month, your team gets back about 240 hours a year, roughly six full work weeks for donors, volunteers, and the mission.
Why now
Classy renews in July, and your next strategic plan runs five years with bigger goals. Starting now lets your team convert and train first, with your first payment not due until July 1, 2027.
Why change
Donations run through Classy, newsletters through Mailchimp, volunteers through Yup, and wealth scores through iWave, all feeding Salesforce, with no dedicated Salesforce admin to keep it humming. Every gift gets a printed receipt, and duplicates from past mergers still need cleanup.
Why Bloomerang
Fundraising, events, email, volunteers, and reporting live in one place, with Penny and predictive donor insights built in. A dedicated conversion team moves your data from Salesforce, so you don't have to.
Click to Access the Materials
Hi, I'm Margie, your Bloomerang Account Executive. I'm here to make sure Shelter House has everything you need to feel confident about this decision, from the first demo through your first day in the platform. I look forward to helping you spend less time juggling tools and more time on the mission.
Prepared for Shelter House · October 15, 2026
Bloomerang brings fundraising, events, email, and volunteer management into one unified platform, so Shelter House can spend less time connecting tools and more time reaching its $888,000 goal.
"Our systems don't talk to each other."Nurjan Maksutova, Development Director, Shelter House
The fragmented stack problem
Without Bloomerang, Shelter House keeps a separate system for every function, and your team keeps every connection working.
Interactive ROI calculator
Starting points are built from your $888,000 goal and your 7,000+ contacts. Adjust each slider to match your own numbers.
Intelligent Giving Platform · 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
Here is what the current setup costs each year, using the same starting numbers as the calculator above.
Printed receipts for every gift, hand cleanup of duplicates, and reports pulled by hand all come out of your team's week.
Your goal rises 15 to 20% every year. Without donor insights built in, your team works harder to find the next gift.
Without welcome journeys and follow-up tasks that run on their own, new donors get fewer touches and fewer second gifts.
What's included
Everything in your Intelligent Giving Platform Standard V plan, plus Volunteer and coaching, in one place.
Up to 15,000 records, unlimited users, household tracking, soft credit attribution, pledge management, and in kind donation tracking, all in one profile.
A drag and drop email builder that will feel familiar if you use Mailchimp today, plus up to 3 automated cultivation sequences. No separate subscription. No integration to maintain.
Applications, waivers, shift sign-up, hour tracking, and mobile check-in, with each volunteer and donor on one record. Up to 1,000 volunteers.
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 Shelter House's own data.
Capacity assessments, giving history, and validation links stored right in the donor profile. Know what to ask before walking into the room. Included, not an add on.
Embedded donation forms, event pages that show sponsorships next to tickets, a live fundraising thermometer, and text to give, all syncing to the donor record automatically.
Meet Penny
A look at how Penny works once Shelter House'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.
Competitive comparison
| Feature | Bloomerang | Salesforce | Classy |
|---|---|---|---|
| Built in email marketing | ✓ Included | ✗ Separate (Mailchimp today) | ✗ Separate (Mailchimp today) |
| Donation forms and events with sponsorships | ✓ Included | ✗ Separate (Classy today) | ✓ Yes |
| Volunteer management | ✓ Included in your plan | ~ Free app with manual entry | ✗ Separate (Yup today) |
| Prospect research in the donor profile | ✓ ProspectAI included | ✗ Separate (iWave today) | ✗ Separate (iWave today) |
| Penny AI fundraising partner | ✓ Included | ~ Priced separately | ✗ Not included |
| Duplicate management and data health | ✓ Built in | ~ Manual cleanup | ~ Depends on the CRM |
Comparisons reflect the tools Shelter House uses today.
What nonprofits say
"We certainly did our due diligence by looking at other CRMs, but Bloomerang was the clear winner. With Bloomerang, I feel like we're finally running the department the way that it should be run."Julie Angulo, ScholarMatch
"We had a great experience with the conversion and the staff who helped with it. Like any conversion this size, there had to be some workarounds and problem solving, but all in all, it was a great experience."Heartland Family Service
"We did a Bloomerang demo and I was like, 'This is it.' It has everything that we want, everything that we will need in the future. It's so intuitive as a resource, and the onboarding process was very seamless."Becca Gray, Pensacola Habitat for Humanity
Another Salesforce switcher
Messy, disconnected systems made it hard to keep up as City of Good in Idaho grew. After moving from Salesforce to Bloomerang, the team built stronger retention and a larger volunteer base, all tracked in one place.
The result
Approximate donor retention rate, before and after
City of Good grew from a budget of roughly $180K to $2.1M, with about 250 active volunteers.
See it in action
Short videos on the tools you will use most. Find the full set of links in the Resources tab.

How AI Helps Nonprofits Find Fundraising Opportunities

How AI Helps Nonprofits Prepare for Donor Meetings

How AI Helps Nonprofits Find Major Donor Gifts

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact

Bloomerang August 2026 Updates: Predictive AI for Donor Retention
The transformation
Without Bloomerang
With Bloomerang
Your investment
Everything in one bundle, with your first payment not due until July 1, 2027.
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 Shelter House and Team Bloomerang, so nothing falls through the cracks between now and launch.
We talked through how you fundraise today, where your current tools get in the way, and your $888,000 goal.
CompletedConstituent profiles, donor intelligence, donation forms, events, volunteers, and email in one platform.
CompletedJourney automations, reporting, grants, your plan and pricing, and how your data conversion works.
CompletedA review session with your wider team.
CompletedYour team confirms the plan and signs, ahead of your Salesforce renewal.
Shelter HouseYou receive access, meet your onboarding specialist and your conversion project manager, and register for the group welcome call.
Team BloomerangYour Salesforce data is mapped, loaded, and reviewed while your team completes training in Bloomerang Learning and follow-up calls.
Shelter House and Team BloomerangYou can start using Bloomerang as soon as conversion is done. Your first payment lines up with your fiscal year.
Shelter HouseSee it in action
Margie Kendall can walk through any of these live on your next call.
Your path to getting started
From signed contract to your first day in the platform, here is how Team Bloomerang helps Shelter House learn Bloomerang.
This is an example of a two core product onboarding. Timeline, effort, and number of calls depend on the core products purchased.
Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.
Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers.
Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.
Ask questions about the Bloomerang products you purchased, including CRM, Fundraising, or Volunteer, and build on what you learned through Bloomerang Learning and group training.
Your path to getting started
Your onboarding and data conversion from Salesforce happen in parallel. While we convert your data, your team learns to use Bloomerang with support from our specialists.
What to expect, week by week
Timelines assume that source data, decisions, and feedback are provided by each milestone date. Delays may shift later milestones and the final conversion date.
Prepare and provide access to your source data, answer mapping questions, and review each version by its milestone date.
We map, format, transform, and deduplicate your data before loading it into Bloomerang CRM. Further data cleanup is not included.
Meet your dedicated guide for kickoff, data preparation, and each step of your conversion.
Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.
Depending on your source system, your conversion project manager may request exports or coordinate secure access.
We map your data into Bloomerang CRM and load it into a test database.
Your conversion project manager will guide you through the test database to confirm your data transferred as expected and identify any conversion-related corrections.
Based on your source system, we will confirm whether Bloomerang will retrieve your final data or your team will provide a final export.
We prepare and load your final data into Bloomerang CRM.
Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.
Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers.
Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.
Ask questions about the Bloomerang products you purchased, including CRM, Fundraising, or Volunteer, and build on what you learned through Bloomerang Learning and group training.
With your welcome call, training, and product follow-ups complete, you're ready to put Bloomerang to work for your mission.
"From the conversion process to the daily use over the years for two organizations, I have appreciated the staff and amazing customer service at Bloomerang and have gotten more than I ever thought possible."Natalie Carducci, Program Assistant, Virginia Beach CASA