Prepared for Discipleship Plus Inc Β· September 25, 2026

More Time for Ministry.
More Resources for Growth.

A plan to consolidate five disconnected tools into one platform, so your team spends less time on admin and more time changing lives through basketball and discipleship.

Business objective

Reach $225,000 in annual giving to expand community ministry

Hitting this goal means more gym space, more coaches and volunteers, and more kids reached through basketball and Bible study in one of the most influential communities in Dallas.

Your Mission, Multiplied

Discipleship Plus Inc has been sharing the gospel through athletics since 1993, and since restarting operations in Texas, the ministry has grown from a handful of families to nearly 500 participants. That growth happened on faith and word of mouth alone. With the right platform handling the administrative side, the same energy that built this ministry can now be focused entirely on expanding it.

Projected fundraising lift: Based on Bloomerang client averages, a 47% increase applied to your current donated revenue of roughly $90,000 would add approximately $42,300 in Year One, nearly enough to cover the cost of another season of basketball programming.

Time reinvested: Consolidating five separate tools into one platform is projected to save roughly 10 hours per month in administrative work, time Steve can redirect to coaching, donor meetings, and community outreach.

500+
Participants and families served
$185K
Annual operating budget
1993
Year established

Why now

The ministry has outgrown its tools.

Discipleship Plus has grown from 50 donors and $85,000 in annual revenue to nearly 500 participants and a $225,000 goal. A donor told Steve directly: you need to let somebody else handle the fundraising so you can focus on the kids. The current tech stack can't keep up with where the ministry is headed.

Why change

Five tools, zero integration.

Steve's data lives across Jotform, Square, QuickBooks, GiveTransform, and Constant Contact. None of them talk to each other. There's no centralized database, no way to print mailing labels from one place, and support from the current giving platform takes five days for a phone callback.

Why Bloomerang

One platform built to grow with you.

CRM, email marketing, giving pages, wealth screening, QuickBooks sync, and AI donor insights, all under one roof. Phone support with a 97% pickup rate. And a system Steve can hand to his staff and volunteers without being the bottleneck.

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Call Recordings

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  Β·  kevin.meyer@bloomerang.com

Prepared for Discipleship Plus Inc Β· September 25, 2026

More Time for Ministry.
More Resources for Growth.

A plan to consolidate five disconnected tools into one platform, so your team spends less time on admin and more time changing lives through basketball and discipleship.

500+
Participants and families served
$185K
Annual operating budget
1993
Year established
94%
Bloomerang renewal rate
"We're still in startup mode, but by year three I've got to have all of this under one roof. The more resources we have, the more we can do in the community."
Steve Kirwan, Executive Director, Discipleship Plus Inc

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Discipleship Plus Inc needs separate systems for every function. None of them talk to each other.

πŸ—‚οΈ
CRM
$1,200 to $2,400
No CRM in place
βœ‰οΈ
Email Marketing
$300 to $600
Constant Contact (planned)
🎟️
Online Giving
$1,200/yr
GiveTransform / Perception Funding
πŸ’°
Wealth Screening
$4,000
DonorSearch direct
πŸ“Š
Reporting / AI
$600+
Add-on tools
Up to $6,100+/yr
in separate tools
β†’ Integrations that break.
Data that doesn't talk.
β†’ Steve managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Discipleship Plus Inc's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$90,000
Donors you can save from lapsing15
Major gift prospects3
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
$151,500
After your Bloomerang investment
Fundraising lift (47%)
+$42,300
Conservative estimate
Major gift potential
$15,000
Avg $5K per prospect
Time savings value
$3,600
10 hrs per month at $30 per hour
Retained donor value
+$600
15 donors at $40 avg per donor
ROI on your Bloomerang investment
39 to 1
Conservative estimate, Giving Platform Standard

IGP Β· 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
πŸ”„
Scenario 3: Monthly Giving Conversion
MONTHLY VALUE
CONVERTS NEEDED
ANNUAL VALUE

The cost of doing nothing

Every month without a system costs more than you think.

These aren't hypothetical numbers. They're based on what Discipleship Plus is already experiencing.

Lost donor revenue

Without lapse prediction, if just 10 donors quietly stop giving at an average of $300 each, that is $3,000 in revenue that disappears before anyone notices. The industry recapture rate after a full year of inactivity is just 4%.

$3,000/yr

Undersized major gift asks

Steve's zip code sits in one of the highest socioeconomic areas in Dallas. Without wealth screening, asks are based on guesswork. Even one ask that comes in $2,000 below a donor's real capacity is $2,000 left on the table.

$2,000+

Administrative time drain

Managing five disconnected tools costs at least 10 hours per month in duplicate data entry, manual exports, and reconciliation. At $30/hr, that's $3,600 per year in staff time that could go directly to ministry.

$3,600/yr
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 Discipleship Plus Inc needs.
Nothing it doesn't.

Discipleship Plus Inc gets a complete platform, not a patchwork of separate tools. Here's what's included.

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.

Giving+

Embedded donation forms, text to give, standard ticketed events

Frictionless online giving that sits right on your website. Impact-oriented fundraising tiers, recurring giving prompts, QR codes, and zero forced account creation. Donors give in seconds, not minutes.

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 Discipleship Plus Inc'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 Discipleship Plus Inc's donor history lives in Bloomerang.

What Penny does for Discipleship Plus Inc

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.
βœ‰οΈ
Thank you emails, Penny writes personalized acknowledgments referencing the donor's full relationship with Discipleship Plus Inc, not just today's gift.
πŸ“‹
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
We have a donor who gave $5,000 last year through a community foundation. What should our next ask be?
Based on this donor's giving history and capacity indicators, they have strong major gift potential. Community foundation donors often give more when asked directly.
Once your data is imported
$7,500
Recommended ask range: $5,000 to $10,000
Can you draft a meeting request email to them?
Here's a personalized outreach email referencing their history with Discipleship Plus and the upcoming basketball season. It frames the meeting as a conversation about the ministry's growth, not a direct ask.

Competitive comparison

How Bloomerang compares to doing it yourself.

FeatureBloomerangGiveTransformJotform + SquareManual / Spreadsheets
Built in email marketingβœ“ Includedβœ— Separate~ Add onβœ— No
Online giving pagesβœ“ Included~ Basicβœ“ Yesβœ“ N/A
Built in wealth screeningβœ“ Includedβœ— No~ Integration extra~ Integration extra
Penny AI fundraising assistantβœ“ Includedβœ— Noβœ— Noβœ— No
Journey automationsβœ“ 3 concurrentβœ— No~ Limitedβœ— No
QuickBooks Online integrationβœ“ Full syncβœ— No~ Partial~ Partial
Auto recurring card updatesβœ“ Includedβœ— Noβœ— Noβœ— No
Unlimited phone supportβœ“ Included~ Tiered~ Limited~ Ticket based
Starting price (comparable tier)Custom$1,200/yr$500+/yrFree (but costly in time)

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 similar journey

From spreadsheets to strategy.

Like Discipleship Plus, many small faith-based nonprofits come to Bloomerang managing donors across scattered tools, with no centralized database and no way to identify who might give more. The common thread: a passionate leader spending hours on admin instead of mission work.

The result

The Bloomerang difference.

47%

Average increase in funds raised by active Bloomerang users

Organizations that fully adopt Bloomerang see a 47% average increase in fundraising within one to two years. First-time donor retention among top users reaches 47%, compared to an industry average of about 19%.

See it in action

Resources worth a look.

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

What Is Bloomerang? The Giving Platform Built for Nonprofits
β–Ά

What Is Bloomerang? The Giving Platform Built for Nonprofits

Bloomerang and DonorSearch: Uncover Donor Giving Power
β–Ά

Bloomerang and DonorSearch: Uncover Donor Giving Power

Empower Your Mission with Bloomerang
β–Ά

Empower Your Mission with Bloomerang

How Bloomerang Simplifies Donor Management
β–Ά

How Bloomerang Simplifies Donor Management

See Why Bloomerang Is Built for Purpose
β–Ά

See Why Bloomerang Is Built for Purpose

The transformation

Discipleship Plus Inc: before and after.

Without Bloomerang

⚠️Donor data scattered across Jotform, Square, QuickBooks, GiveTransform, and Constant Contact with no centralized database.
⚠️No way to print mailing labels, run donor reports, or send targeted emails from one place.
⚠️Major gift asks based on guesswork, even in one of the wealthiest zip codes in Dallas.
⚠️Steve spending 10+ hours per month on admin instead of coaching kids and building community relationships.
⚠️5-day phone callback times from the current giving platform when issues arise.

With Bloomerang

βœ…One database with every donor, participant, volunteer, and board member in a single profile with full history.
βœ…Print labels, send mass emails, run reports, and manage giving pages all from one login.
βœ…Wealth screening surfaces exactly how much each donor gives to other nonprofits, so every ask is grounded in data.
βœ…Steve delegates data entry to staff, hands AI-powered insights to a future fundraising board member, and focuses on ministry.
βœ…97% phone pickup rate, unlimited calls, U.S.-based support team.

Your investment

Two ways to close the gap.

Based on Steve's goals and where the ministry is today, here is the recommended plan.

⏱ This pricing is valid for 30 days from September 25, 2026.
Giving Platform Standard V

Everything Discipleship Plus Inc needs to consolidate, grow, and thrive.

  • 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 (ProspectView)
  • Up to 3 active Journey Automations
  • Penny AI fundraising partner
  • Volunteer Management with mobile check in app
  • Philanthropy Institute Course
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$3,899
per year
Total first year investment. Annual billing, 5% discount for upfront prepayment.
Industry benchmark

Is this the right investment level for a nonprofit your size?

2.1%
of your current $185K budget
1.6%
of your $250K target budget
1 to 3%
Industry recommended range

Industry guidance recommends allocating 1 to 3% of annual fundraising revenue to technology, and 3 to 5% of total operating budget. According to NTEN, 45% of nonprofits report underspending on technology, with 77% citing budget as the barrier. At $3,899, Discipleship Plus lands right in the healthy range for an organization your size, and this investment replaces four or five separate tools you are already paying for today.

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 Discipleship Plus Inc and Team Bloomerang, so nothing falls through the cracks between now and launch.

Sep 9

Discovery Call

Reviewed the ministry, current tools, fundraising goals, and what Steve needs from a platform. Confirmed Bloomerang can handle everything Discipleship Plus requires.

Kevin Meyer
Sep 16

Demo

Full platform walkthrough: AI donor insights, wealth screening, donor profiles, communications, giving pages, QuickBooks integration, and reporting.

Steve Kirwan
Sep 25

Proposal Review

Review pricing, ROI projections, and the formal proposal. Provide Steve with the materials he needs for board approval.

Kevin Meyer
Oct TBD

Board Decision

Steve presents the proposal to the board for approval. Kevin available for any follow-up questions the board may have.

Discipleship Plus Board
Oct/Nov

Onboarding and Data Conversion

Conversion confidence call with Steve's two staff members and a Bloomerang specialist. Import data from Jotform and GiveTransform. Set up QuickBooks integration with the CPA. Go live.

Kevin Meyer + Bloomerang Team

See it in action

Resources worth a look.

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