Prepared for Arlington Historical Society · September 17, 2026
Professionalize your operations.
Power your capital campaign.
A unified giving platform for the Arlington Historical Society to replace fragmented systems, automate membership management, and build the infrastructure for a successful capital campaign.
Business objective
Professionalize operations and launch a capital campaign to build an endowed fund for staff support
Moving from a volunteer-led model with outdated, desktop-only tools to a modern, web-based platform that automates membership renewals, tracks donor relationships, and arms board members with data for major gift asks.
Your Mission, Multiplied
The Arlington Historical Society has served the Arlington, Massachusetts community since 1897, operating the Jason Russell House, maintaining a collection of 19,500 items, and welcoming school groups and visitors to explore colonial American history. With a capital campaign now underway to build an endowed fund for dedicated staff, the right technology can multiply that effort.
Revenue impact: Bloomerang's predictive donor intelligence scans your entire database of 1,200 contacts, identifies major gift prospects your team would never have found on their own, and suggests optimal ask amounts. Even one identified major gift covers the full cost of the platform.
Time impact: Automating membership renewals, donation processing, and donor communications could give Matt and the volunteer team back hours every week that currently go to manual data entry between Past Perfect, Mailchimp, and Square.
Why now
Capital campaign launch requires modern infrastructure
The Arlington Historical Society received a significant donation to seed an endowed fund for staff support and is building the infrastructure to take the campaign public. Without a modern CRM that can track donor relationships, automate outreach, and identify major gift potential, the campaign lacks the tools to succeed at scale. The board meets next week to finalize the budget, and the current system cannot support what comes next.
Why change
Past Perfect was built for collections, not fundraising
Past Perfect is desktop-only, limited to 5 user licenses, and requires manual data entry for every online membership signup. It does not support automated renewals, integrated email communications, or mobile access. Matt is spending hours re-entering data that should flow automatically, and the team has no way to identify which donors are ready for a larger ask or at risk of lapsing.
Why Bloomerang
One platform, from membership to major gifts
Bloomerang replaces Past Perfect, Mailchimp, and Square with a single giving platform. Memberships auto-renew with credit card expiration updates handled automatically. Built-in email marketing uses the same engine as Mailchimp. Predictive donor intelligence identifies major gift prospects and at-risk donors across the entire database. And Penny, the AI fundraising partner, can draft emails, clean up data, and build daily task lists, all from the data the Arlington Historical Society already has.
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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.
