Prepared for Arlington Historical Society · September 17, 2026
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Moving from a volunteer-led model with outdated, desktop-only tools to a modern, web-based platform that automates membership renewals, tracks donor relationships, and arms board members with data for major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
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 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
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.
Prepared for Arlington Historical Society · September 17, 2026
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.
"We're trying to professionalize the institution. Past Perfect is very outdated. It doesn't really work well with us. We're looking for something to save me and our staff a lot more time inputting data and really just trying to automate a lot of those processes."Matt Beres, Executive Director, Arlington Historical Society
The fragmented stack problem
Without Bloomerang, Arlington Historical Society needs separate systems for every function. None of them talk to each other.
Interactive ROI calculator
Seeded with Arlington Historical Society's actual numbers. Adjust to match your goals.
IGP · Predictive donor intelligence
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.
How many outcomes does it take to cover the cost? Usually fewer than you'd think.
The cost of doing nothing
These are real dollars and hours, not projections. They are already being spent or lost today.
Without predictive donor intelligence scanning your 1,200 contacts, major gift prospects sitting in the database go unidentified. Even one missed $2,500 gift per year exceeds what the platform costs.
Every online membership signup requires a manual email notification, re-entry into Past Perfect, a printed letter, and a mailed card. At 15 hours per month of avoidable manual work valued at $30 per hour, that's real budget being consumed.
Without automated lapse detection, it takes roughly a year to realize a donor has stopped giving. By then, the national recapture rate is only 4%. If 25 donors at $150 average lapse undetected each year, that is $3,750 in annual giving the capital campaign will never see.
What's included
The Intelligent Giving Platform Standard gives the Arlington Historical Society everything it needs to replace Past Perfect, Mailchimp, and Square with a single system, plus predictive donor intelligence to power the capital campaign.
Up to 2,500 records, unlimited users, household tracking, soft credit attribution, pledge management, and in kind donation tracking, all in one profile.
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.
Donation forms that embed directly into the Arlington Historical Society website, so donors never leave your site. Ticketed events with QR code scanning, promo codes, and capacity limits. Replace Square and Eventbrite with built in tools.
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 Arlington Historical Society's own data.
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.
Automatic recurring card updates, first time donor flags, and lapsed donor identification, running in the background, always.
Meet Penny
An illustrative look at how Penny works once Arlington Historical Society's donor history lives in Bloomerang.
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.
What nonprofits say
"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 community institution, modernized
Like the Arlington Historical Society, Pensacola Habitat was running on an older system that required too much manual work and gave too little insight. After switching to Bloomerang, their team found that the platform simplified everything from donor tracking to event management, and they had the data they needed to make better decisions about outreach.
The result
Bloomerang customer renewal rate
"We did a Bloomerang demo and I was like, this is it. It has everything we want, everything we will need in the future. It is so intuitive, and the onboarding process was very seamless." Becca Gray, Pensacola Habitat for Humanity.
See it in action
Kevin can walk through any of these live on your next call.

Empower Your Mission with Bloomerang

How AI Helps Find Major Donor Gifts

How AI Helps Prepare for Donor Meetings

Journey Automation for Donor Engagement

Back To Basics: Capital Campaigns
The transformation
Without Bloomerang
With Bloomerang
Your investment
Built to replace Past Perfect, Mailchimp, Square, and manual spreadsheet tracking with a single giving platform, plus predictive donor intelligence to power your capital campaign.
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.
The path forward
A shared plan for Arlington Historical Society and Team Bloomerang, so nothing falls through the cracks between now and launch.
Identified organizational needs, current system limitations with Past Perfect, membership management requirements, capital campaign goals, and timeline for board decision.
Bloomerang + Arlington Historical SocietyWalked through the Intelligent Giving Platform: predictive donor intelligence, Prospect AI, Penny, membership auto-renewal, embedded donation forms, journey automations, QuickBooks integration, ticketed events, and reporting.
Bloomerang + Arlington Historical SocietyReview pricing, plan details, and next steps for the Intelligent Giving Platform Standard.
BloomerangPresent the Bloomerang recommendation to the board alongside the updated end-of-year budget. Final decision expected mid to late that week.
Arlington Historical SocietyDedicated onboarding specialist assigned. Begin data migration from Past Perfect, configure membership levels, set up embedded donation forms, and connect QuickBooks Online.
BloomerangSee it in action
Kevin can walk through any of these live on your next call.
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