Pricing Documentation: Bloomerang Upgrade
Client: Human Concern USA
Date: March 27, 2026
Status: Proposal (Valid for 30 Days)
1. Executive Financial Summary
We are currently paying high overage fees because our record count (8,901) far exceeds our 5,000 record limit. Upgrading stabilizes our costs and expands our toolkit.
Item | Current Plan (5k Limit) | Upgrade Plan (15k Limit) |
Base Annual Cost | $5,220.45 | $7,799.00 |
Estimated Overages | +$2,851.20 | $0.00 |
Total Projected Cost | $8,071.65 | $7,799.00 |
Total Upgrade Diff. | — | $2,578.55 (Prorated) |
2. Plan Comparison & Features
Database & CRM
Capacity: Increases from 5,000 to 15,000 records.
Users: Unlimited.
Data Integrity: Nightly address and deceased status updates (via TrueGivers).
Wealth Intelligence: DonorSearch ProspectView included (access to public giving history/wealth data).
Automation: Up to 3 active "Journey" cultivation sequences.
Fundraising & Volunteers
Giving Platform: Includes Donation Forms, Event Registration, and Text-to-Donate.
Mobile: Unlimited Mobile Video Acknowledgements via the app.
Volunteer Management:
Limit increased to 1,000 volunteers.
Self-sign-up, shift waitlisting, and mobile app for volunteers/admins.
Real-time SMS and email messaging.
Verified First Background Check integration.
Support & Training
New: Adds Telephone Support (in addition to Chat/Email).
Education: Unlimited webinars, daily group training, and Philanthropy Institute courses.
3. Important Terms & Conditions
Prorating: The upgrade amount ($2,578.55) will be prorated based on the time remaining in our current contract term.
Auto-Renewal: Subscription renews automatically unless canceled in writing 45 days prior to the term end.
Billing: Recurring fees are billed annually. ACH or Credit Card must be on file to avoid surcharges.
Volunteer Overages: If we exceed 1,000 volunteers, we will be billed $13.75 per 50 records monthly in arrears.
Coaching: Purchased consulting hours do not roll over; they must be used within the 12-month period.
Post-Upgrade Priority Checklist
Once the agreement is signed, these are the high-impact features we should implement immediately to maximize the new investment.
Phase 1: Database & Financial Cleanup (Immediate)
[ ] Verify March Credit: Ensure the $237.60 credit for this month’s overage has been applied to the prorated invoice.
[ ] Confirm Record Limit: Verify the CRM dashboard now reflects the 15,000 record capacity to stop automated overage billing.
[ ] TrueGivers Sync: Confirm the nightly address and deceased status updates are active to ensure our donor data is clean before the next appeal.
Phase 2: Fundraising & Donor Intelligence (Week 1)
[ ] DonorSearch Integration: Activate ProspectView. Run a scan on our top 50–100 donors to identify hidden wealth and giving history.
[ ] Mobile Video Setup: Download the Bloomerang app and send three "Thank You" videos to recent donors to test the "Mobile Video Acknowledgements" feature.
[ ] Text-to-Donate: Set up a unique keyword (e.g., "GIVEHC") for our next campaign or event.
Phase 3: Volunteer & Automation (Week 2-3)
[ ] Volunteer Migration: Increase the volunteer cap to 1,000 and set up the self-sign-up portal for upcoming shifts.
[ ] Journey Automations: Select one automated sequence to build (e.g., a "New Donor Welcome" series or a "Lapsed Donor Re-engagement" flow).
[ ] Phone Support Test: Save the Bloomerang support number in your contacts to utilize the newly included telephone support for any technical hurdles.
Phase 4: Training & Education (Ongoing)
[ ] Philanthropy Institute: Register the relevant team members for a course to sharpen our fundraising strategy.
[ ] Daily Group Training: Schedule at least one "Refresher" session for the team to walk through the new Giving Platform tools.