Prepared for The Arc of Indiana Foundation · September 29, 2026

From transactional gift logs
to relationship-driven growth.

A single home for The Arc of Indiana Foundation's roughly 9,000 donor and prospect records, built to turn two years of contribution growth into a stewarded, recurring donor base ahead of 2027.

Business objective

$1.87M in FY24 contributions, and climbing

Up from $681K in FY22, nearly tripling in two years while the team plans 2027 KPIs against continued state and federal funding cuts.

Your Mission, Multiplied

The Arc of Indiana Foundation has already nearly tripled contributions in two years, growing programs like the Erskine Green Training Institute, while absorbing real cuts to state and federal grant funding. Here is how the extra capacity Bloomerang creates builds on that.

+$878,900 in projected Year One fundraising lift on the ROI calculator below, on top of the $1.87M already being raised.

About $5,400 a year in staff time back, roughly 15 hours a month no longer spent manually reconciling DonorPerfect against Sage.

$1.87M
FY24 contributions, up from $681K in FY22
~9,000
Constituent records to segment and steward
2.75x
Contribution growth since FY22

Why now

Growth is outrunning the system of record.

Contributions nearly tripled in two years, from $681K in FY22 to $1.87M in FY24, while DonorPerfect's transactional design was not built to manage that scale of growth relationally. David and the team are proactively planning 2027 KPIs now, ahead of any forced deadline.

Why change

DonorPerfect logs the gift. It does not manage the relationship.

Alex cannot pull a clean report on donor touchpoints. Ashley cannot say who is capable of giving $10,000 versus $1,000,000 from inside the system today. David calls the one on one cultivation work “just static in DonorPerfect.” None of that is a discipline problem, it is a tool ceiling.

Why Bloomerang

One source of truth, built for moves management.

Predictive donor intelligence scores all roughly 9,000 records for generosity and major gift capacity automatically. Native, plain language reporting replaces the manual pulls. Penny turns that data into a prioritized daily to do list, the single source of truth Alex asked for.

Click to Access the Materials

Call Recordings

Prepared for you by
John Foster
Senior Account Executive, Team Bloomerang
317.750.6198  ·  john.foster@bloomerang.com

Prepared for The Arc of Indiana Foundation · September 29, 2026

From transactional gift logs
to relationship-driven growth.

A single home for The Arc of Indiana Foundation's roughly 9,000 donor and prospect records, built to turn two years of contribution growth into a stewarded, recurring donor base ahead of 2027.

$1.87M
FY24 contributions, up from $681K in FY22
~9,000
Constituent records to segment and steward
2.75x
Contribution growth since FY22
94%
Bloomerang renewal rate
"The individual giving piece, the one on one relationships, the cultivation and relationship building is just, I think, just static in DonorPerfect."
David Dalton, Chief Program and Engagement Officer, The Arc of Indiana Foundation

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, The Arc of Indiana Foundation needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
DonorPerfect today, under $5,000/yr
✉️
Email Marketing
$300 to $600
Constant Contact, billed separately
🎟️
Event & Auction Tools
$1,200 to $3,000
Separate registration/auction platform
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $10,600/yr
in separate tools
→ Integrations that break.
Data that doesn't talk.
→ A four person development team managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with The Arc of Indiana Foundation's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$1,870,000
Newsletter & event contacts converted to donors / year50
Major gift prospects5
Peer-to-peer participants40
Avg. raised per P2P participant$150
Auction / gala revenue target$50,000
Staff hours saved per month on manual reporting & reconciliation15
Value of an hour of staff or volunteer time$30
Based on Bloomerang client averages: 47%+ fundraising lift, 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$2,837,300
After your Bloomerang investment
Fundraising lift (47%)
+$878,900
Five year aggregate client average
Major gift potential
$25,000
Avg $5K per prospect
Peer-to-peer revenue
$6,000
40 participants at $150 each
Auction / gala revenue
$50,000
Based on your target above
Staff time recaptured
$5,400
15 hrs per month at $30 per hour
Newsletter to donor conversions
+$2,000
$40 est. value per converted contact, Bloomerang client average
ROI on your Bloomerang investment
184 to 1
Based on the sliders above, Intelligent Giving Platform Pro

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

The gap does not close itself.

These are not hypothetical, they are the same figures the calculators above already show.

Major gift capacity, unscored

The team already told us they cannot answer who is capable of giving $10,000 versus $100,000 versus $1,000,000 from inside DonorPerfect today.

$25,000

Staff hours spent reconciling, not fundraising

Manual monthly reconciliation between DonorPerfect and Sage, plus one off touchpoint report pulls, is time the team could spend on donor relationships instead.

$5,400/yr

Donors lapsing without a flag

Predictive donor intelligence flags at risk donors before they go quiet. At this record tier, retaining even a handful of at risk donors covers this investment on its own.

$5,100
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 The Arc of Indiana Foundation needs.
Nothing it doesn't.

Built around the gap the team described on the call: reporting that is actually easy to pull, and relationship data that does not live in only one person's head.

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.

Events & P2P

Peer to peer, auctions, and ticketed events

Native peer to peer campaigns, online auctions, and ticketed event registration, ready for things like the Young Professionals Board event and the Impact Awards Luncheon.

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 The Arc of Indiana Foundation'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 The Arc of Indiana Foundation's donor history lives in Bloomerang.

What Penny does for The Arc of Indiana Foundation

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 The Arc of Indiana Foundation, 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
Who haven't I talked to in the last 60 days that I should prioritize this week?
Based on The Arc of Indiana Foundation's donor history, here are the constituents Penny recommends prioritizing this week, ranked by lapse risk and major gift readiness.
Once your data is imported
$25,000
First time major gift target, based on capacity and affinity data
Draft a thank you note for their last gift.
Penny drafts a personalized acknowledgment referencing their full giving history with The Arc of Indiana Foundation, not just today's gift.

Competitive comparison

How Bloomerang compares

FeatureBloomerangDonorPerfectVirtuousRaiser's Edge NXT
Built in email marketing✓ Included✗ Separate~ Add on✗ No
Prospect & wealth research built in✓ Included~ Basic✓ Yes✓ via NXT add on
Built in wealth screening✓ Included✗ No~ Integration extra~ Integration extra
Penny AI fundraising assistant✓ Included✗ No✗ No✗ No
Journey automations✓ 3 concurrent✗ No~ Limited✗ No
QuickBooks Online integration✓ Full sync✗ No~ Partial~ Partial
Auto recurring card updates✓ Included✗ No✗ No✗ No
Unlimited phone support✓ Included~ Tiered~ Limited~ Ticket based
Starting price (comparable tier)Custom~$5,000/yr (confirmed, current)Higher, per discovery callFar higher, per discovery call

Competitor feature and price notes are directional and should be confirmed before this document is shared externally.

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

Real migration, real results

Lindbergh Schools Foundation left DonorPerfect after 20 years.

“After twenty years on DonorPerfect, we could immediately see a difference. Bloomerang really listens to their customers and are always enhancing the platform,” said Executive Director Erica Keating. The St. Louis area education foundation switched for the same reason The Arc of Indiana Foundation is exploring one: a system built to log gifts, not manage relationships.

The result

455% more monthly giving.

455%

Increase in monthly giving after switching to Bloomerang

Monthly donors grew from 9 to more than 50, retention reached 43%, and total assets grew 14% year over year.

See it in action

Resources worth a look.

Real @BloomerangCo videos, picked for what came up on the Discovery and Demo calls. John can walk through any of these live.

Predictive AI for Donor Retention (August 2026 Update)
▶

Predictive AI for Donor Retention (August 2026 Update)

How AI Helps Nonprofits Find Major Donor Gifts
▶

How AI Helps Nonprofits Find Major Donor Gifts

How to Double Donor Retention Rates with Monthly Giving
▶

How to Double Donor Retention Rates with Monthly Giving

What Is Bloomerang? The Giving Platform Built for Nonprofits
▶

What Is Bloomerang? The Giving Platform Built for Nonprofits

The transformation

The Arc of Indiana Foundation: before and after.

Without Bloomerang

⚠️9,000 records with no way to segment by giving capacity or engagement
⚠️Touchpoint and interaction reports that take manual work to pull
⚠️Relationship and moves management context that lives in memory, not the system
⚠️Manual monthly reconciliation between DonorPerfect and Sage
⚠️Program data (Salesforce) and donor data (DonorPerfect) that do not talk to each other

With Bloomerang

✅Every constituent automatically scored for generosity and major gift capacity
✅Touchpoint and interaction reports built in plain language, in seconds
✅Moves management, relationship managers, and portfolio tracking that survive staff turnover
✅QuickBooks Online sync today, with a Sage path through DataBlend
✅Custom fields and Penny built reports that make 2027 KPI planning a single source of truth

Your investment

Your investment, mapped to what matters.

The Arc of Indiana Foundation's actual quoted plan, priced against the ~9,000 record tier.

⏱ This pricing is valid for 30 days from September 29, 2026.
Intelligent Giving Platform Pro (No Volunteer Management)

Everything The Arc of Indiana Foundation needs to move from gift logging to relationship driven fundraising.

  • CRM, up to 15,000 records, unlimited users
  • Dataro predictive donor intelligence: PredictAI scores, ProspectAI research, weekly recommendations
  • Built in email marketing, unlimited active Journey Automations
  • Giving+: embedded donation forms, text to give, standard ticketed events
  • Peer to peer fundraising and online auctions
  • Outbound text fundraising campaigns
  • Built in wealth screening
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
  • Bloomerang Coaching: Core Package
$15,399
per year
Total first year investment, IGP Pro plan plus Core Coaching.
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 The Arc of Indiana Foundation and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 2, 2026

Discovery Call

Confirmed the gap between DonorPerfect's transactional gift logging and the relationship, moves management, and reporting The Arc of Indiana Foundation needs heading into 2027.

Completed
Sep 11, 2026

Demo

Walked through major donor management, predictive donor intelligence, native reporting, and Penny AI against The Arc of Indiana Foundation's own use cases.

Completed
Not yet scheduled

Proposal Review

Walk through pricing, the record migration approach, and the Sage integration path ahead of a decision.

Bloomerang + Arc of Indiana
Next

Confirm migration scope

Ashley proposed narrowing migration to donors active in the last 3 years (~4,000 records). John recommended migrating the full ~9,000 and cleaning up inside Bloomerang. Team to align internally.

The Arc of Indiana Foundation
Next

Auction & peer to peer demo

A follow up demo focused on auction and peer to peer fundraising tools, tied to the Young Professionals Board event and the Impact Awards Luncheon on Dec 4, 2026.

Bloomerang

See it in action

Resources worth a look.

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