Prepared for Louisiana Pediatric Cardiology Foundation · September 30, 2026

25 years of healing hearts.
Now, a system to match the mission.

Bloomerang gives Louisiana Pediatric Cardiology Foundation the donor intelligence, peer-to-peer fundraising, and all-in-one platform to raise $100,000 more annually and set the next director up for day-one impact.

Business objective

Raise $100,000 more annually

Fund more travel grants for families whose children must travel to New Orleans (or out of state) for life-saving heart surgery, and sustain the free HeartScreen program for high school athletes.

Your Mission, Multiplied

Since 2001, LPCF has awarded $750,000 in grants to heart families and provided 12,500 free heart screens for high school athletes, confirmed to have saved at least three lives by detecting hypertrophic cardiomyopathy before it became fatal. The extra capacity Bloomerang would help create builds directly on that track record.

Projected fundraising lift of $136,770 in Year One. That is enough to fund roughly 55 additional family travel grants at the current $2,500 maximum, nearly doubling the number of families supported each year.

An estimated 10 hours per month of staff time recovered by eliminating manual spreadsheet management, hand-addressed mailings, and disconnected reporting. For a one-person operation preparing for a leadership transition, that is the equivalent of getting a part-time assistant.

$750K
Awarded to heart families
25
Years serving Louisiana
12,500
Free heart screens provided

Why now

A leadership transition demands a real system.

Angelle Bourgeois is retiring in approximately one to two months and wants to leave a professional system in place for the incoming director. Acting now means the new director inherits a working CRM with 25 years of donor data already organized, not a spreadsheet only one person understands.

Why change

Spreadsheets can't find your next major donor.

LPCF has managed all donor data in spreadsheets for 20 years with no CRM. Lapsed donors are invisible, reporting rarely happens because it is too cumbersome, and the annual giving campaign reaches 1,400 contacts but yields only 70 to 95 gifts per cycle. The foundation is working for its systems rather than the systems working for it.

Why Bloomerang

One platform. New donors. Day-one readiness.

Peer-to-peer fundraising digitizes campaigns LPCF already runs and brings in new donors (60% of P2P donors are first-time givers nationally). Donor intelligence flags lapse risk and surfaces major gift prospects automatically. One platform replaces the spreadsheet, Constant Contact, and QuickBooks Desktop stack so the next director can run everything from day one.

Click to Access the Materials

Call Recordings

Discovery · September 17, 2026 Watch
Demo · September 29, 2026 Watch
Kevin Meyer
Prepared for you by
Kevin Meyer
Account Executive, Team Bloomerang

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.

463-274-5176  ·  kevin.meyer@bloomerang.com

Prepared for Louisiana Pediatric Cardiology Foundation · September 30, 2026

25 years of healing hearts.
Now, a system to match the mission.

Bloomerang gives Louisiana Pediatric Cardiology Foundation the donor intelligence, peer-to-peer fundraising, and all-in-one platform to raise $100,000 more annually and set the next director up for day-one impact.

$750K
Awarded to heart families
25
Years serving Louisiana
12,500
Free heart screens provided
94%
Bloomerang renewal rate
"I don't run any reports. It's all up here. But that doesn't help the next person coming in because I've been around for so long."
Angelle Bourgeois, Director of Operations, Louisiana Pediatric Cardiology Foundation

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Louisiana Pediatric Cardiology Foundation needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
Spreadsheets (20 years)
✉️
Email Marketing
$300 to $600
Constant Contact
🎟️
Online Giving
$0 to $300
PayPal / website
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $6,100 to $7,300/yr
in separate tools → Integrations that break.
Data that doesn't talk. → Angelle managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Louisiana Pediatric Cardiology Foundation's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$291,000
P2P fundraiser participants25
Avg raised per P2P participant$250
Annual auction revenue$50,000
Major gift prospects2
Hours saved per month10
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
$497,620
After your Bloomerang investment
Fundraising lift (47%)
+$136,770
Conservative estimate
P2P fundraising revenue
$6,250
25 participants x $250 avg raised
Auction revenue
$50,000
Rhythm and Beats gala + future events
Major gift potential
$10,000
Avg $5K per prospect
Staff time recovered
$3,600
10 hrs per month at $30 per hour
ROI on your Bloomerang investment
83 to 1
Conservative estimate, 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

Every month without a system is a month of lost donors, lost data, and lost opportunity.

The real cost is not the subscription. It is what LPCF leaves on the table by staying on spreadsheets during a leadership transition.

Lapsed donors you never see leaving

Without lapse alerts, donors drop off silently. At a 4% recapture rate after a year, every month of delay means donors who will never come back. Even retaining 10 additional donors at $300 each is $3,000 per year in recovered giving.

$3,000+

P2P campaigns running on Facebook instead of your system

Heart families are already fundraising for LPCF through social media. Every campaign run on Facebook means donor data sold to other nonprofits instead of captured in your CRM. Angelle confirmed this is already happening.

$6,250+

Recurring donors lost to expired cards

Without automatic credit card updates, 100% of recurring donors will eventually drop off when their cards expire. Even 10 recurring donors at $25 per month is $3,000 per year in giving that silently stops, and the new director would have to chase each one down manually to recover it.

$3,000+
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 Louisiana Pediatric Cardiology Foundation needs.
Nothing it doesn't.

Intelligent Giving Platform Pro, built to help LPCF find new donors through peer-to-peer, retain existing supporters with predictive intelligence, and give the next director a professional system from day one.

CRM

Donor management

Up to 1,000 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.

Fundraising

Embedded donation forms, text to give, standard ticketed events

Replace PayPal redirects with branded, embedded forms right on lpcf.com. Roughly 25% of donors prompted for recurring giving convert, and 80% cover processing fees when asked. Plus ticketing for Rhythm and Beats and every future event.

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 Louisiana Pediatric Cardiology 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 Louisiana Pediatric Cardiology Foundation's donor history lives in Bloomerang.

What Penny does for Louisiana Pediatric Cardiology 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 Louisiana Pediatric Cardiology 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
I'm new to this organization. What should I focus on first to grow our fundraising?
Welcome! Based on Louisiana Pediatric Cardiology Foundation's donor data, I see 197 supporters who haven't engaged in over two years. I'd recommend starting there, since retaining even a fraction of these lapsed donors is faster than finding new ones. I've grouped them for you.
Once your data is imported
Recommended: $1,000 to $2,500
Based on giving history and capacity indicators for your top prospects
Can you pull a report of everyone who gave over $500 to our annual campaign last year?
Done. I found 12 donors matching that criteria. I've added a state column so you can sort by geography, and I can group them for a targeted mailing or email if you'd like.

Competitive comparison

How Bloomerang compares to a fragmented stack.

FeatureBloomerangSpreadsheets + CCNeon OneLittle Green Light
Built in email marketing✓ Included✗ Separate~ Add on✗ No
Online donation forms✓ Included~ Basic✓ Yes✓ Yes
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$300+/yr (CC only)$99+/mo$45+/mo

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

A peer story

Pensacola Habitat for Humanity needed everything under one roof.

Like LPCF, Pensacola Habitat was managing donor data across disconnected systems with no way to track engagement or retention in real time. They needed a platform their team could learn quickly and run without specialized IT support.

The result

One system. Immediate clarity.

Day 1

Time to full adoption

After evaluating multiple CRMs, Pensacola Habitat chose Bloomerang for its intuitive design and seamless onboarding. The team was up and running immediately, with donor retention visible on the dashboard from the first login.

See it in action

Resources worth a look.

Kevin will send links to these once the proposal is finalized.

What Is Bloomerang?
▶

What Is Bloomerang?

Donor Insights and Fundraising Impact
▶

Donor Insights and Fundraising Impact

Journey Automation
▶

Journey Automation

Built for Purpose
▶

Built for Purpose

Maximizing Donor-Advised Funds
▶

Maximizing Donor-Advised Funds

The transformation

Louisiana Pediatric Cardiology Foundation: before and after.

Without Bloomerang

⚠️20-year-old spreadsheet with 1,400 contacts that need purging. No way to tell who is active.
⚠️Lapsed donors invisible until a manual year-over-year comparison (which never gets done).
⚠️Annual giving campaign yields only 70 to 95 gifts per cycle with no way to grow the list.
⚠️Heart families fundraising on Facebook, donor data sold to other nonprofits instead of captured.
⚠️QuickBooks Desktop locked behind a medical-grade firewall, accessible only from the office.

With Bloomerang

✅A clean CRM with up to 1,000 records, automatic address updates, and death notifications.
✅Predictive donor intelligence flags lapse risk and surfaces major gift prospects proactively.
✅Peer-to-peer fundraising captures every donor from heart family campaigns (60% are new donors).
✅Embedded donation forms on lpcf.com, recurring giving prompts, and mobile tap-to-pay.
✅QuickBooks Online integration, automatic data flow, and reports scheduled to run themselves.

Your investment

Two ways to close the gap.

Angelle chose the Pro bundle as the primary recommendation for the board, with Standard as a fallback. Both include the Intelligent Giving Platform (predictive donor intelligence, Penny AI, and wealth screening).

⏱ This pricing is valid for 30 days from September 30, 2026.
Recommended · Intelligent Giving Platform Pro

The full platform to close the $100K gap.

  • CRM, up to 1,000 records, unlimited users
  • Built in email marketing tool
  • Embedded donation forms, text to give, standard ticketed events
  • Built in wealth screening and predictive donor intelligence (IGP)
  • Prospect AI for major gift deep dives
  • Proactive lapse risk alerts and mid-level upgrade identification
  • Peer-to-peer fundraising with campaign pages, thermometers, and leaderboards
  • Auction management with mobile bidding, outbid alerts, and automatic checkout
  • Unlimited Journey Automations
  • Outbound texting campaigns
  • Merchandise store
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$5,999
per year
That is less than 6% of the $100K fundraising goal this platform is designed to help you reach.
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 Louisiana Pediatric Cardiology Foundation and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 17

Discovery Call

Identified LPCF's fundraising goals, current systems (spreadsheets, Constant Contact, QuickBooks Desktop), and the upcoming leadership transition as the primary driver.

Bloomerang
Sep 29

Demo

Full platform walkthrough including IGP donor intelligence, Penny AI, peer-to-peer fundraising, email builder, journey automations, embedded donation forms, and event/auction tools. Angelle confirmed P2P value and chose Pro as the lead recommendation.

Bloomerang + LPCF
Sep 30

Proposal and ROI Materials Delivered

Kevin delivers this Bloom Room with investment cards, ROI calculator, and board-ready materials. Angelle reviews and prepares to present to board president Ralph Stephens.

Bloomerang
Oct 14

Follow-Up: Board Feedback

Touch base at 10:00 AM Central. Review board president's reaction, discuss quorum options for a decision before the December board meeting, and address any remaining questions.

LPCF + Bloomerang
Nov/Dec

Decision, Data Migration, and Go Live

Board decision (via quorum or December meeting). Angelle exports QuickBooks data, maps columns to Bloomerang template, and works with her accountant to set up QuickBooks integration rules. Goal: system live before Angelle's departure so she can train her successor directly.

LPCF + Bloomerang

See it in action

Resources worth a look.

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

What Is Bloomerang?▶ YouTube▶

What Is Bloomerang? A 2-minute overview of the platform.

Watch
Donor Insights and Fundraising Impact▶ YouTube▶

Donor Insights and Fundraising Impact. How data drives growth.

Watch
Journey Automation▶ YouTube▶

Journey Automation. Set it once, nurture donors automatically.

Watch
Peer-to-Peer Fundraising Tour

Peer-to-Peer Fundraising Tour

Peer-to-Peer Fundraising Tour. See campaign pages, leaderboards, and registration in action.

Take the tour
Built for Purpose▶ YouTube▶

Built for Purpose. How Bloomerang serves nonprofits differently.

Watch

Board Introduction · Louisiana Pediatric Cardiology Foundation

A technology partnership to help LPCF raise $100,000 more annually and ensure a seamless leadership transition.

After 25 years of managing donor relationships in spreadsheets, LPCF has the opportunity to move to a professional fundraising platform before Angelle Bourgeois's retirement, so the incoming director inherits an organized, intelligent system from day one.

About Bloomerang

The giving platform built exclusively for nonprofits.

Bloomerang is an all-in-one donor management, fundraising, and communications platform used by more than 26,000 nonprofit organizations. Unlike general-purpose CRMs or patchwork tools, Bloomerang was designed from day one to help nonprofits retain donors, raise more, and spend less time on manual data work. It includes built-in email marketing, wealth screening, AI-powered fundraising intelligence, peer-to-peer campaign tools, event and auction management, and integrations with tools like QuickBooks.

26,000+
Nonprofits served
94%
Customer renewal rate
47%+
More raised on average
154%+
Donor retention lift
Bloomerang platform

Bloomerang serves nonprofits of every size, from local community foundations to national organizations.

Why this partnership, why now

Three things the board should know about where LPCF stands today.

⏰

The timing

Angelle's retirement creates a narrow window.

Angelle Bourgeois is retiring in approximately one to two months after 25 years running LPCF's operations. She is the only person who knows where donor data lives, how campaigns are tracked, and which relationships matter most. If a system is in place before she leaves, she can train her successor on it directly. If not, 25 years of institutional knowledge walks out the door in spreadsheets only she fully understands.

⚠

The gap

Spreadsheets cannot do what LPCF needs next.

LPCF has managed all donor data in spreadsheets for 20 years, with Constant Contact for email, PayPal for online gifts, and QuickBooks Desktop for accounting. None of these systems talk to each other. Lapsed donors are invisible. Reporting rarely happens because it is too cumbersome. The annual giving campaign reaches 1,400 contacts but yields only 70 to 95 gifts per cycle, a conversion rate well below what a targeted, data-driven approach can achieve.

✔

The solution

One platform replaces all five systems.

Bloomerang consolidates CRM, email, online giving, wealth screening, and reporting into a single platform. Peer-to-peer fundraising captures donors from campaigns LPCF supporters already run on social media. Predictive donor intelligence flags lapse risk and surfaces major gift prospects automatically. The incoming director logs in on day one with organized data, automated workflows, and a clear picture of every donor relationship.

Investment and projected return

What this costs, and what it is projected to return.

Angelle reviewed both plans and chose the Pro bundle as her primary recommendation for the board, based on LPCF's need for peer-to-peer fundraising and auction tools.

Recommended: Intelligent Giving Platform Pro

The full platform to close the $100K gap.

$5,999
per year
  • CRM with up to 1,000 records, unlimited users
  • Built-in email marketing and unlimited Journey Automations
  • Embedded donation forms, text to give, ticketed events
  • Peer-to-peer fundraising with campaign pages and leaderboards
  • Auction management with mobile bidding and automatic checkout
  • Predictive donor intelligence, wealth screening, and Penny AI
  • Outbound texting campaigns
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support

That is less than 6% of the $100,000 fundraising goal this platform is designed to help LPCF reach.

Projected Year One return

Conservative estimates based on LPCF's actual numbers.

$136,770
Fundraising lift (47%)
$6,250
Peer-to-peer revenue
$50,000
Auction revenue
$10,000
Major gift potential

At the current annual giving level of $291,000, the projected Year One total with Bloomerang is $497,370, a return of 83 to 1 on the annual investment.

The one-gift test: a single major gift of $5,000 from a donor Bloomerang's intelligence identifies nearly covers the entire annual cost on its own. Two such gifts cover it entirely.

How Bloomerang addresses what LPCF needs

Four capabilities mapped to the goals Angelle identified.

🌱

Find new donors through peer-to-peer

Heart families already fundraise for LPCF on social media, but that donor data goes to Facebook, not LPCF. Bloomerang's peer-to-peer tools capture every new supporter into the CRM automatically. Nationally, 60% of P2P donors are first-time givers.

🔔

Stop losing donors you do not know are leaving

Without lapse alerts, donors drop off silently. At an industry-average 4% recapture rate after a year of inactivity, every month of delay means donors who will never come back. Bloomerang's predictive intelligence flags at-risk donors before they go cold.

🤖

Give the next director a professional system from day one

All 25 years of donor data organized and searchable in one place, with automated reports, task lists, and Penny AI ready to brief the new director on any donor relationship in seconds. No spreadsheet archaeology required.

⏱

Recover 10+ hours per month of staff time

Manual spreadsheet management, hand-addressed mailings, and disconnected reporting currently consume roughly 10 hours per month. For a one-person operation in transition, that time recovered is the equivalent of gaining a part-time assistant.

What other nonprofits say

Organizations that made the same decision.

"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
"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

Path forward

Four steps from decision to go-live.

1

Board decision

Approve the Intelligent Giving Platform Pro investment via quorum or at the next scheduled board meeting.

October / November
2

Contract and kickoff

Sign the agreement and schedule the onboarding kickoff with Bloomerang's implementation team.

Within 1 week of approval
3

Data migration

Angelle exports QuickBooks and spreadsheet data, maps it to Bloomerang's import template, and works with her accountant to configure integration rules.

2 to 4 weeks
4

Go live and handoff

System live before Angelle's departure, so she can train the incoming director directly on the working platform.

Before transition

Questions? Kevin is available to walk the board through anything in this document.

Including a live demo of any feature, or a deeper dive into the ROI projections.

Kevin Meyer 463-274-5176 · kevin.meyer@bloomerang.com