Prepared for United Methodist Foundation of Pennsylvania · September 4, 2026
One platform to consolidate,
communicate, and cultivate.
A plan to replace fragmented systems with a single hub for donor management, email marketing, and automated outreach, so your team can focus on strengthening relationships across the United Methodist community.
Business objective
Modernize the CRM, consolidate communications, and build the infrastructure to cultivate individual donors through charitable gift annuities and donor advised funds
Laying the foundation for the 2027 to 2030 strategic plan by replacing Brick River with a platform that grows with the organization.
Your Mission, Multiplied
The Foundation has served United Methodist churches and agencies across Western Pennsylvania for decades, offering stewardship education, grants, and funds management that help congregations achieve financial sustainability. As you build the 2027 to 2030 strategic plan and expand into individual donor cultivation, here is how the capacity Bloomerang creates could build on that momentum.
Fundraising capacity: Even a conservative 47% lift on an initial $50,000 in individual giving would generate an additional $23,500 toward new charitable gift annuities and donor advised funds in year one.
Time returned: Roughly 8 hours per month of manual follow-up, spreadsheet work, and communications management given back to Jessica and Lisa for relationship building and stewardship education.
Why now
A new strategic plan demands a new foundation.
The 2027 to 2030 strategic plan is in development and includes a push into individual donor cultivation through charitable gift annuities and donor advised funds. The right CRM needs to be in place before that plan launches, not after.
Why change
Brick River was built for a different era.
A custom CRM for faith-based nonprofits that does not integrate with Constant Contact, has limited customization, and requires your team to be the connective tissue between every system. Your peers at other United Methodist Foundations have already moved on.
Why Bloomerang
Everything in one place, built to scale.
CRM, email marketing, journey automations, wealth screening, and AI-powered donor insights, all in a single platform with the scalability to grow alongside your strategic plan. No more spreadsheets bridging the gap.
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Hi, I'm Kevin, 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.
