Prepared for Santa Maria Community Services · October 6, 2026

One platform to raise
$100,000 more every year.

Intelligent Giving Platform Pro brings donors, events, auctions, email, and daily guidance into one system, so Santa Maria Community Services can move key staff from grant funding to stable general operating support.

Business objective

Raise an additional $100,000 each year

Moves key staff from grant funded to general operating and lowers the risk of losing them.

Your Mission, Multiplied

Since 1897, Santa Maria has helped Price Hill families reach their education, financial, and health goals, serving more than 3,000 people each year. Here is how the extra capacity Bloomerang creates builds on that work.

An additional $100,000 each year is 10% growth on the roughly $1 million you raise today, enough to move key program staff from grant funding to stable general operating funds.

In the ROI calculator, 15 hours back each month is nearly two workdays no longer spent hand-keying registrations and building donor lists, and spent instead with the donors and funders who sustain those positions.

$1M
Raised each year today
10%
Growth goal every year
3,000+
People served each year

Why now

Your eTapestry anniversary is this December.

Your eTapestry price climbs from $6,000 to $6,500 next year, and your capital campaign is at 94% of goal. A standard migration takes about 12 weeks, so the date you decide sets the date you go live.

Why change

Too much of your day is manual work.

Registrations are hand-keyed from Zeffy into eTapestry, donor lists and giving history are gathered by hand, and wealth insight is priced out of reach. Only two people can work in the database, so marketing and development never share one picture of a donor.

Why Bloomerang

One system that tells you who to call next.

Predictive donor intelligence builds prioritized daily lists, ProspectAI briefs sit inside each record, and Penny helps your team decide where to focus. Events, giving forms, auctions, and email live with your donor records, with unlimited users.

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 Santa Maria Community Services · October 6, 2026

One platform to raise
$100,000 more every year.

Intelligent Giving Platform Pro brings donors, events, auctions, email, and daily guidance into one system, so Santa Maria Community Services can move key staff from grant funding to stable general operating support.

$1M
Raised each year today
10%
Growth goal every year
3,000+
People served each year
94%
Bloomerang renewal rate
"The main barrier that we have is whenever there is an opportunity to secure funding, let's say for another program staff member, we shy away because we don't know whether we will be able to provide for sustainability of that position."
Nune Sargsyan, Chief Development Officer, Santa Maria Community Services

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Santa Maria Community Services needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
eTapestry, next year's rate
✉️
Email Marketing
$300 to $600
Constant Contact
🎟️
Event Registration
Donor paid fees
Zeffy
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $13,000/yr
in separate tools
→ Integrations that break.
Data that doesn't talk.
→ Two people managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Santa Maria Community Services's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$250,000
Additional donors retained each year25
Major gift prospects2
Peer-to-peer fundraisers20
Average raised per fundraiser$100
Auction dollars raised$25,000
Staff hours saved per month15
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
$410,000
After your Bloomerang investment
Fundraising lift (47%)
+$117,500
Five year aggregate client average
Major gift potential
$10,000
Avg $5K per prospect
Peer-to-peer raised
$2,000
20 fundraisers at $100 each
Auction revenue
$25,000
Run through Bloomerang auctions
Staff time returned
$4,500
15 hrs per month at $25 per hour
Donor retention value
+$1,000
Modeled at $40 per donor retained
ROI on your Bloomerang investment
45 to 1
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

Standing still has a price.

Here is what staying with today's setup costs Santa Maria Community Services each year.

A higher bill every year

Your eTapestry price rises $500 each year, and Constant Contact adds another $500 for email. That is $7,000 next year for tools that do not talk to each other.

$7,000 per year

Positions that stay at risk

Each year without growth keeps staff tied to grants that end. Your goal of an additional $100,000 each year is what moves them to stable operating funds.

$100,000 per year

Hours lost to manual work

Hand-keying registrations and building donor lists by hand takes about 15 hours each month in the ROI model, time not spent with donors.

$4,500 per year
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 Santa Maria Community Services needs.
Nothing it doesn't.

Everything your team asked for, in one system, with room for your marketing team to work alongside development.

CRM

Donor management

Up to 5,000 records and unlimited users, with every gift, event, email, and interaction on one donor timeline. Your marketing team works in the same system as development.

Email Marketing

Built in communications

A built in email marketing tool with unlimited automated cultivation sequences. No separate subscription and no integration to maintain.

Events

Events, auctions, and giving forms

Donation forms, event management, auction fundraising, peer-to-peer fundraising, outbound texting, and text-to-donate, all feeding the same donor record.

AI

Penny, your AI fundraising partner

Prepare for donor meetings, write personalized thank you emails, and prioritize the team's daily to do list, all powered by Santa Maria Community Services' own data.

Insight

Predictive donor intelligence and ProspectAI

Prioritized daily lists of who needs attention, plus on-demand prospect briefs stored right in the CRM. Know who to call before you pick up the phone.

Data Health

A cleaner database, kept clean

Advanced data cleanup plus automatic address and deceased status updates, so the records you move over stay accurate.

Meet Penny

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

A look at how Penny works once Santa Maria Community Services's donor history lives in Bloomerang.

What Penny does for Santa Maria Community Services

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 Santa Maria Community Services, 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 should we focus on this quarter to raise an additional $100,000 this year?
Start with three groups: donors giving below what their history suggests they can, donors drifting toward lapsing, and first-time donors who have not heard a thank you from a person yet. I can build each list and set up follow-up tasks.
Once your data is imported
3 lists
Ready to give more, at risk of lapsing, new donors to thank
Create a call task for every donor on the at risk list.
Ready to go. I will add one task per donor with their giving history attached, and I will confirm with you before I change any records.

Competitive comparison

How Bloomerang compares with the system you use today.

FeatureBloomerangeTapestry today
Email marketing in the same system✓ Included✗ Separate tool (Constant Contact)
Event registration and giving✓ Included✗ Separate tool (Zeffy)
Donor insight and wealth indicators✓ Included with ProspectAI~ Add on module, not purchased
Team access✓ Unlimited users~ Two people have access today
Annual priceSee Your investment$6,000, rising $500 each year

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

Switching from eTapestry

You are not the first team to leave a stagnant system.

Bloomerang moves organizations off eTapestry regularly. A dedicated conversion project manager maps your data, sends a sample for you to review, and runs two rounds of revisions. You keep working in eTapestry until the final switch.

The result

Switchers who put the platform to work grew fast.

+98%

Year one revenue growth for the top 20% of eTapestry customers who moved to Bloomerang

The best results come from teams who use the daily lists, the events tools, and Penny every week.

See it in action

Resources worth a look.

A quick look at Penny and the fundraising tools in your bundle.

The transformation

Santa Maria Community Services: before and after.

Without Bloomerang

⚠️Zeffy registrations hand-keyed into eTapestry.
⚠️Donor lists and giving history gathered by hand before every outreach.
⚠️Wealth insight priced out of reach, so no one sees who could give more.
⚠️Only two people can work in the donor database, and marketing is locked out.
⚠️An annual price that climbs $500 a year with no new tools.

With Bloomerang

✅Registrations, bids, and gifts land in the donor record automatically.
✅Prioritized daily lists show who needs attention and when.
✅ProspectAI briefs stored in the CRM show capacity and interests for each prospect.
✅Unlimited users, so marketing and development work from the same data.
✅Unlimited support and daily training included, with a dedicated conversion manager for the move.

Your investment

One platform. One annual price.

One bundle that covers your donor database, fundraising tools, insight, and support.

Intelligent Giving Platform Pro

Everything Santa Maria Community Services needs to launch.

  • CRM, up to 5,000 records, unlimited users
  • Built in email marketing tool with unlimited automated cultivation sequences
  • Penny, your intelligent fundraising partner
  • Mobile app with unlimited Mobile Video Acknowledgements
  • Predictive donor intelligence with prioritized daily lists of who needs attention
  • ProspectAI, on-demand prospect briefs stored in the CRM
  • Data health suite, with advanced data cleanup and automatic address and deceased status updates
  • Donation forms and event management
  • Peer-to-peer fundraising and auction fundraising
  • Outbound texting and text-to-donate
  • Unlimited chat, email, and telephone support
  • Unlimited live and on-demand webinars through Bloomerang Learning, plus daily group training sessions
  • Philanthropy Institute Course
  • Credits for agentic features, with no hard caps or overages beyond your bundle through December 31, 2026
$9,199
per year
Includes data conversion support from eTapestry.
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 Santa Maria Community Services and Team Bloomerang, so nothing falls through the cracks between now and launch.

Jul 21, 2026

Discovery call

We mapped your goal of raising an additional $100,000 each year, the tools you use today, and what you need from a new system.

Completed
Aug 5, 2026

Demo

A walk through the platform built around your goals: donor records, giving forms, and event tools.

Completed
Aug 14, 2026

Proposal review

We reviewed the roughly 12 week migration, what moves over from eTapestry, support and training, and predictive donor intelligence.

Completed
Sep 9, 2026

Check-in with Heather

A short call to catch up on where things stood and answer follow-up questions.

Completed
Oct 6, 2026

Pricing and ROI review

We reviewed the Intelligent Giving Platform Pro bundle for up to 5,000 records and the return on investment for your finance team.

Completed
In progress

Confirm your eTapestry exit terms

Ask eTapestry for the terms and a named contact. Their answer sets your timeline and the date you can switch.

Santa Maria
Before Oct 21

Review this Bloom Room with finance

Share the ROI and pricing with your CFO, and confirm which accounting system you use so we can walk through how it connects.

Santa Maria
Oct 21, 2026

Decision conversation

We meet in the morning to review the ROI together and decide the next step.

Bloomerang and Santa Maria
Within 2 days of signing

Kickoff

Your conversion project manager emails a link to schedule the kickoff call.

Bloomerang
Before migration

Save your eTapestry attachments

Attachments do not migrate. Save pledge files and contact reports so they can be attached to records in Bloomerang.

Santa Maria
About 12 weeks after kickoff

Go live

You keep using eTapestry through two rounds of data review. Then we pull the final data and you switch to Bloomerang.

Bloomerang

See it in action

Resources worth a look.

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