Prepared for Shelter House · October 15, 2026

One home for every donor,
volunteer, and event.

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.

7,000+
Contacts in one database
$888K
Fiscal year goal
15 to 20%
Annual growth target

Why now

Your Salesforce contract is up in October.

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

Too many tools, too much manual work.

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

One unified platform, and a team to move you in.

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

Margie Kendall
Prepared for you by
Margie Kendall
Account Executive, Team Bloomerang

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.

423-943-5067  ·  margie.kendall@bloomerang.com

Prepared for Shelter House · October 15, 2026

One home for every donor,
volunteer, and event.

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.

7,000+
Contacts in one database
$888K
Fiscal year goal
15 to 20%
Annual growth target
24,000+
Nonprofits served
"Our systems don't talk to each other."
Nurjan Maksutova, Development Director, Shelter House

The fragmented stack problem

Five tools. Many integrations.
One team holding it together.

Without Bloomerang, Shelter House keeps a separate system for every function, and your team keeps every connection working.

🗂️
CRM
Salesforce
Fundraising and grants
✉️
Email marketing
Mailchimp
Newsletters to 7,000+ contacts
🎟️
Donation pages and events
Classy
Pages and event sign-ups
🤝
Volunteer management
Yup
Separate sign-up and sign-in
💰
Wealth screening
iWave
Scores pushed in, then checked by hand
Roughly $25,000/yr
on CRM and technology
→ Integrations that need constant care.
Data in too many places.
→ No dedicated admin.
Your team does it all.

Interactive ROI calculator

Move the sliders. See the future.

Starting points are built from your $888,000 goal and your 7,000+ contacts. Adjust each slider to match your own numbers.

Your inputs

Current annual giving (estimate)$750,000
First-time donors per year200
Major gift prospects2
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
$1,126,500
After your Bloomerang investment
Fundraising lift (47%)
+$352,500
Conservative estimate
Major gift potential
$10,000
Avg $5K per prospect
Staff time saved
$6,000
20 hrs per month at $25 per hour
First-time donor retention
+$8,000
Value of keeping more first-time donors
ROI on your Bloomerang investment
67 to 1
Conservative estimate, Intelligent Giving Platform Standard V

Intelligent Giving Platform · Predictive donor intelligence

Does the Intelligent Giving Platform 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.

Intelligent Giving Platform 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

Staying put has a price, too.

Here is what the current setup costs each year, using the same starting numbers as the calculator above.

Manual work keeps taking hours

Printed receipts for every gift, hand cleanup of duplicates, and reports pulled by hand all come out of your team's week.

$6,000 a year

Growth stays on the table

Your goal rises 15 to 20% every year. Without donor insights built in, your team works harder to find the next gift.

$352,500 a year

First-time donors slip away

Without welcome journeys and follow-up tasks that run on their own, new donors get fewer touches and fewer second gifts.

$8,000 a year
24,000+
Nonprofits served
4.7
Stars on G2 from fundraising customers
673
Years of nonprofit experience
1.5x
Faster growth on the full platform
66%
Volunteers more likely to give
35%
More repeat volunteering, year over year

What's included

Every tool Shelter House needs.
Nothing it doesn't.

Everything in your Intelligent Giving Platform Standard V plan, plus Volunteer and coaching, in one place.

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

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.

Volunteer

Volunteer management

Applications, waivers, shift sign-up, hour tracking, and mobile check-in, with each volunteer and donor on one record. Up to 1,000 volunteers.

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 Shelter House's own data.

ProspectAI

Prospect briefs on demand

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.

Fundraising

Donation forms, events, and text to give

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

Your AI fundraising partner.
Built on your data, not generic advice.

A look at how Penny works once Shelter House's donor history lives in Bloomerang.

What Penny does for Shelter House

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 Shelter House, 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 donors who gave less than $500 over the last three years are ready for an upgrade, and why?
Here are your strongest upgrade candidates, ranked by giving history and engagement, each with the reason behind the ranking and a suggested next step.
Once your data is imported
Top upgrade prospects
Ranked by giving history, engagement, and likelihood to give more
Create a follow-up task for each of them by the end of the month.
Done. I've created a task for each donor and assigned them to you, with the reason for the outreach noted on every one.

Competitive comparison

What changes when it all lives in one place.

FeatureBloomerangSalesforceClassy
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

They were new once, too.

"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

City of Good grew fast without losing track of donors and volunteers.

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

Donor retention rose about fourfold.

10% to 45%

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

Resources worth a look.

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 Find Fundraising Opportunities

How AI Helps Nonprofits Prepare for Donor Meetings
▶

How AI Helps Nonprofits Prepare for Donor Meetings

How AI Helps Nonprofits Find Major Donor Gifts
▶

How AI Helps Nonprofits Find Major Donor Gifts

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact
▶

How Bloomerang Helps Nonprofits Turn Donor Insights Into More Fundraising Impact

Bloomerang August 2026 Updates: Predictive AI for Donor Retention
▶

Bloomerang August 2026 Updates: Predictive AI for Donor Retention

The transformation

Shelter House: before and after.

Without Bloomerang

⚠️Donations, events, newsletters, volunteers, and wealth scores each live in a different tool.
⚠️Every gift gets a printed receipt, prepared by hand.
⚠️Duplicates from past mergers need cleanup, with no dedicated Salesforce admin.
⚠️Sponsorship sign-up on event pages looks out of place and can't be customized.
⚠️Volunteers create a separate account before they can apply.

With Bloomerang

✅One unified platform for donations, events, email, volunteers, and donor insights.
✅Automated receipting and tasks that route gifts over $250 to your CEO for a signature.
✅Duplicates flagged in the data health suite, with a conversion team that deduplicates as it loads your data.
✅Event pages that show sponsorships next to tickets, with a live fundraising thermometer.
✅One application and approval flow for volunteers, with hours on the same record as their giving.

Your investment

One plan. One price.

Everything in one bundle, with your first payment not due until July 1, 2027.

Intelligent Giving Platform Standard V

Everything Shelter House needs to launch.

  • CRM for up to 15,000 records, with unlimited users
  • Built in email marketing tool with up to 3 automated cultivation sequences
  • Predictive donor intelligence, Penny, and ProspectAI
  • Donation forms, event management, and text to give
  • Bloomerang Volunteer for up to 1,000 volunteers
  • Mobile app with unlimited Mobile Video Acknowledgements
  • Data health suite with advanced cleanup and automatic address and deceased status updates
  • Core Coaching Package, with four one-on-one private coaching sessions per year
  • Unlimited chat, email, and telephone support, plus Bloomerang Learning, daily group training, and the Philanthropy Institute Course
  • Smart Start Standard data conversion from Salesforce, included with a three to five year term
$16,899
per year
First payment due July 1, 2027.
Why organizations stay

Trusted by more than 24,000 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.

4.7
Stars on G2

The path forward

From here to go live.

A shared plan for Shelter House and Team Bloomerang, so nothing falls through the cracks between now and launch.

Aug 5, 2026

Discovery call

We talked through how you fundraise today, where your current tools get in the way, and your $888,000 goal.

Completed
Aug 14, 2026

Overview demo

Constituent profiles, donor intelligence, donation forms, events, volunteers, and email in one platform.

Completed
Aug 17, 2026

Proposal review

Journey automations, reporting, grants, your plan and pricing, and how your data conversion works.

Completed
Oct 15, 2026

Review demo

A review session with your wider team.

Completed
Oct 30, 2026

Decision and signature

Your team confirms the plan and signs, ahead of your Salesforce renewal.

Shelter House
After signing

Kickoff and access

You receive access, meet your onboarding specialist and your conversion project manager, and register for the group welcome call.

Team Bloomerang
Weeks 1 to 14

Conversion and onboarding, side by side

Your Salesforce data is mapped, loaded, and reviewed while your team completes training in Bloomerang Learning and follow-up calls.

Shelter House and Team Bloomerang
July 1, 2027

First payment due

You can start using Bloomerang as soon as conversion is done. Your first payment lines up with your fiscal year.

Shelter House

See it in action

Resources worth a look.

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

Your path to getting started

What to expect when getting started.

From signed contract to your first day in the platform, here is how Team Bloomerang helps Shelter House learn Bloomerang.

Contract signed, day 0
Access provisioningBloomerang creates your initial accounts. The billing contact receives an email with access and can invite additional users.
Onboarding
Core products
CRM and Fundraising
Welcome call
1-hour group call
1:1 follow-ups
Two 1-hour calls
Typical timeline
About 6 weeks
Your time
About 8 to 10 hours total

This is an example of a two core product onboarding. Timeline, effort, and number of calls depend on the core products purchased.

1

Meet your onboarding specialist

Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.

2

Group welcome call

Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers.

3

Complete self-guided product training

Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.

4

Product-focused follow-up calls

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.

Getting started journey complete!
Always-on support
Daily group training
Bloomerang Learning
Chat and email support
Bloomerang Knowledge Base

Your path to getting started

Smart Start Standard: your dedicated onboarding path.

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.

Your conversion at a glance
Package
Smart Start Standard
Data sources
1 CRM system, or up to 5 Excel tabs, plus 1 email marketing file
Revisions
Up to 2 rounds
Typical timeline
About 14 weeks
Your time
About 8 to 12 hours total

What to expect, week by week

Weeks 1 to 2
Kickoff and Bloomerang access
Weeks 2 to 3
Initial data collection
Weeks 4 to 7
Test database preparation
Weeks 8 to 13
Review your test database and request revisions
Week 14
Final conversion

Timelines assume that source data, decisions, and feedback are provided by each milestone date. Delays may shift later milestones and the final conversion date.

Your role in the conversion

Prepare and provide access to your source data, answer mapping questions, and review each version by its milestone date.

What we handle

We map, format, transform, and deduplicate your data before loading it into Bloomerang CRM. Further data cleanup is not included.

Contract signed, day 0
Access provisioningBloomerang creates your initial accounts. The billing contact receives an email with access and can invite additional users.
Standard data conversion
Runs in parallel with onboarding. About 14 weeks.
Meet your conversion project manager

Meet your dedicated guide for kickoff, data preparation, and each step of your conversion.

Meet your onboarding specialist

Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.

Gather your data

Depending on your source system, your conversion project manager may request exports or coordinate secure access.

We prepare your test database

We map your data into Bloomerang CRM and load it into a test database.

Review your converted data

Your conversion project manager will guide you through the test database to confirm your data transferred as expected and identify any conversion-related corrections.

Important: Revision rounds address conversion-related mapping or coding issues. General data cleanup is not included.
Final data export or submission

Based on your source system, we will confirm whether Bloomerang will retrieve your final data or your team will provide a final export.

We complete your conversion

We prepare and load your final data into Bloomerang CRM.

Onboarding
Runs in parallel with conversion. Day 2 to about day 70, based on the number of core products purchased.
Meet your onboarding specialist

Meet your onboarding contact, enroll in Bloomerang Learning, and register for a Group Welcome Call.

Group welcome call

Discuss your goals, priorities, account setup, and the onboarding plan alongside other new Bloomerang customers.

Complete self-guided product training

Complete your assigned on-demand courses in Bloomerang Learning, your primary source for product training.

Product-focused follow-up calls

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.

You complete your onboarding

With your welcome call, training, and product follow-ups complete, you're ready to put Bloomerang to work for your mission.

Getting started journey complete!
"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
Always-on support
Daily group training
Bloomerang Learning
Chat and email support
Bloomerang Knowledge Base