Prepared for Iron Butterfly Foundation · July 16, 2026

One system for Iron Butterfly Foundation
and every project it sponsors.

Moving off Excel, Stripe, and Donorbox and into one platform built to keep Iron Butterfly's own giving and its first fiscal-sponsorship project cleanly separated, and ready to scale to the next one.

Business objective

$250K for Iron Butterfly, plus $250K to $500K for its first fiscally sponsored film

Iron Butterfly's first six-figure year, plus enough to help launch its first fiscal-sponsorship project and prove the model for the ones that follow.

2
Organizations to manage in one system
$5-8M
Budget of the film project Iron Butterfly will fiscally sponsor
Aug 2026
Target live date
94%
Bloomerang renewal rate

Why now

A new fiscal sponsorship, and an August deadline

Iron Butterfly is about to become the fiscal sponsor for a new feature film raising $5 to 8 million, on top of growing its own programs. They want to be live by August, not stitching together another spreadsheet.

Why change

Excel and two payment processors can't keep up

Today everything lives in spreadsheets, Stripe, and Donorbox. Adding a second organization's donors without a real CRM means hours of manual reconciliation, and no clean way to keep the two donor bases separated.

Why Bloomerang

Room to grow, without switching systems again

Megan's been through a CRM migration before and doesn't want to repeat it. Bloomerang scales from Iron Butterfly's current contact list to however many fiscal-sponsorship projects come next, all under one roof.

Call Recordings

Discovery · Jun 29, 2026 Watch
Demo · Jul 13, 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 Iron Butterfly Foundation · July 16, 2026

One system for Iron Butterfly Foundation
and every project it sponsors.

Moving off Excel, Stripe, and Donorbox and into one platform built to keep Iron Butterfly's own giving and its first fiscal-sponsorship project cleanly separated, and ready to scale to the next one.

2
Organizations to manage in one system
$5-8M
Budget of the film project Iron Butterfly will fiscally sponsor
Aug 2026
Target live date
94%
Bloomerang renewal rate
"That has always been the nightmare, you start off with what you need and then you end up having to switch CRMs, and that switch over is always a nightmare."
Megan Jaffer, Co-Founder, Executive Producer & Creative Director, Iron Butterfly Foundation

The fragmented stack problem

Five tools. Zero integration.
One overwhelmed team.

Without Bloomerang, Iron Butterfly Foundation needs separate systems for every function. None of them talk to each other.

🗂️
CRM
$1,200 to $2,400
Excel spreadsheets
✉️
Email Marketing
$300 to $600
None (ad hoc)
🎟️
Online Giving Pages
$0 to $200
Stripe Nonprofit + Donorbox
💰
Wealth Screening
$4,000
DonorSearch direct
📊
Reporting / AI
$600+
Add-on tools
Up to $7,800/yr
in separate tools → Integrations that break.
Data that doesn't talk. → Megan and Katie managing
five systems alone.

Interactive ROI calculator

Move the sliders. See the future.

Seeded with Iron Butterfly Foundation's actual numbers. Adjust to match your goals.

Your inputs

Current annual giving$250,000
First-time donors per year20
Major gift prospects3
Staff hours saved per month8
Value of an hour of staff or volunteer time$25
Based on Bloomerang client averages: 47%+ fundraising lift, 154%+ first-time donor retention, 13%+ major gift growth.
Projected Year One total
$295,700
After your Bloomerang investment
Fundraising lift (47%)
+$27,500
Conservative estimate
Major gift potential
$15,000
Avg $5K per prospect
Staff time saved
$2,400
8 hrs per month at $25 per hour
Donor retention lift
+$800
From improved first-time donor retention
ROI on your Bloomerang investment
102 to 1
Conservative estimate, Giving Platform Standard

IGP · Predictive donor intelligence

Does the upgrade 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 Upgrade 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

What happens if Iron Butterfly waits.

Every month on spreadsheets is a month of manual work that won't scale, especially with a second organization about to join the system.

Manual reconciliation

Hours spent every month matching Stripe and Donorbox exports against spreadsheets instead of making direct asks.

10+ hrs/mo

No visibility into major gift potential

Without wealth screening, appropriate ask amounts are guesswork, leaving money on the table or scaring donors away.

$15K+ left on the table

A second CRM migration, later

Outgrowing a cheaper tool in six to twelve months means running this whole search again, this time with two organizations worth of data to migrate.

Full re-migration
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 Iron Butterfly Foundation needs.
Nothing it doesn't.

Everything Iron Butterfly needs to run its own giving and support its first fiscal-sponsorship project, without adding another tool.

CRM

Donor management

Up to 2,500 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

Online donation pages

Branded giving pages and forms built in, so a new campaign like the fiscal-sponsorship project can launch without a separate Stripe or Donorbox setup.

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 Iron Butterfly 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 Iron Butterfly Foundation's donor history lives in Bloomerang.

What Penny does for Iron Butterfly 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 Iron Butterfly 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
Find me my top 5 major gift prospects
Based on giving history and capacity indicators, here are your top 5 prospects, with a recommended ask amount and the rationale behind each one.
Once your data is imported
$25,000
Illustrative, based on Bloomerang client averages until Iron Butterfly's own donor data is imported
Draft a thank you email for a $50,000 gift from Lisa
Here's a draft thanking Lisa for her $50,000 gift, referencing her full giving history with Iron Butterfly, ready for you to review and send.

Competitive comparison

How Bloomerang compares.

FeatureBloomerangNeon OneDonorPerfectLittle Green Light
Built in email marketing✓ Included✗ Separate~ Add on✗ No
AI donor insights (Penny)✓ Included~ Basic✓ Yes✓ Add-on
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$3,000+/yr$3,500+/yr$1,800+/yr

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 story

Small teams scale without switching systems.

Organizations taking on fiscal sponsorship for the first time often hit the same wall Iron Butterfly is approaching now: a second donor base to manage, and a system that either grows with them or forces another migration in a year.

The result

Room to grow, not another switch

154%+

First-time donor retention lift, Bloomerang client average

Bloomerang customers see meaningfully higher first-time donor retention on average once manual reconciliation is replaced with a system built for exactly this kind of growth.

See it in action

Resources worth a look.

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

How AI Helps Nonprofits Find Major Donor Gifts
▶

How AI Helps Nonprofits Find Major Donor Gifts

How AI Helps Nonprofits Prepare for Donor Meetings
▶

How AI Helps Nonprofits Prepare for Donor Meetings

How AI Helps Nonprofits Find Fundraising Opportunities
▶

How AI Helps Nonprofits Find Fundraising Opportunities

The transformation

Iron Butterfly Foundation: before and after.

Without Bloomerang

⚠️Manually reconciling Stripe and Donorbox against spreadsheets every month
⚠️No way to keep Iron Butterfly's donors separate from the fiscal-sponsorship project's donors
⚠️No visibility into major gift potential or capacity to give
⚠️Manual, one-off thank-you emails and acknowledgments
⚠️Risk of outgrowing a cheaper tool within a year

With Bloomerang

✅One system with Stripe and Donorbox reconciled automatically
✅Group tags keep Iron Butterfly's donors and the sponsored project's donors cleanly separated
✅Prospect AI and DonorSearch surface who to ask, and how much
✅Automated, personalized acknowledgments and journey automations
✅Room to add the next fiscal-sponsorship project without switching systems

Your investment

Ready to launch.

Giving Platform Standard, priced for Iron Butterfly's current size, with room to grow as the fiscal sponsorship scales.

⏱ This pricing is valid for 30 days from July 16, 2026.
Giving Platform Standard

Everything Iron Butterfly Foundation needs to launch.

  • CRM, up to 2,500 records, unlimited users
  • Built in email marketing tool
  • Online donation pages
  • Built in wealth screening
  • Up to 3 active Journey Automations
  • Penny AI fundraising partner
  • QuickBooks Online sync
  • Unlimited phone, chat, and email support
$2,899
per year
Total first year investment. No setup fees.
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 Iron Butterfly Foundation and Team Bloomerang, so nothing falls through the cracks between now and launch.

Jun 29, 2026

Discovery call completed

Reviewed current use of Excel, Stripe, and Donorbox, and Iron Butterfly's plan to fiscally sponsor a new feature film.

Bloomerang
Jul 13, 2026

Demo completed

Walked through Prospect AI, DonorSearch wealth screening, Penny, journey automations, and group-based segmentation for keeping the two organizations separated.

Bloomerang
Jul 15, 2026

Proposal review

Review pricing for Giving Platform Standard and confirm the plan covers both Iron Butterfly and the fiscal-sponsorship project.

Bloomerang
TBD

Contract signed

Iron Butterfly signs on for Giving Platform Standard.

Iron Butterfly Foundation
By Aug 2026

Data import and go live

Import Iron Butterfly's existing contacts, set up group tags for the fiscal-sponsorship project, and go live ahead of the sponsored film's fundraising push.

Bloomerang & Iron Butterfly Foundation

See it in action

Resources worth a look.

Pulled from the Bloom Room resource archive for Giving Platform Standard. Kevin Meyer can walk through any of these live on your next call.

📄 PDF

Overview: Giving Platform Standard Bundle

Open PDF
🗺️ Interactive Tour

Interactive Tour: Penny

Take the tour
📄 PDF

Overview: DonorSearch ProspectView

Open PDF
🗺️ Interactive Tour

Interactive Tour: Journey Automations

Take the tour
🗺️ Interactive Tour

Interactive Tour: Donation Forms

Take the tour