Professional Services

Accelerate your impact with expert guidance.

Get further, faster with expert guidance tailored to your mission. Whether you’re scaling programs, improving donor retention, or sharpening your strategy, our professional services team helps you unlock more value from Bloomerang so you can raise more and achieve more with less effort.

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OVERVIEW

Unlock what’s possible.

With expert guidance from Bloomerang’s coaching and consulting services, you're empowered with best practices to make smarter decisions, raise more funds, and reclaim time across your giving and volunteer management efforts.

Whether you're planning your annual capital campaign, activating sustained giving programs, or mobilizing volunteers, our team partners with you to drive ongoing progress and impact.

Outcomes

Where expertise meets action.

Bloomerang’s services team empowers organizations to raise more, retain donors, and reclaim their time. See how nonprofits like yours are leveling up with professional services.

63%

Donor retention rate

Colorado Music Festival used Bloomerang’s segmentation and coaching to optimize engagement and improve retention.

Hours saved every week

LVIM attributed their reclaimed work time to Bloomerang’s email customization, automated reports, and exceptional customer support.

$67K

In new revenue

Mara Elephant Program USA generated $67,000 with a single email campaign guided by Bloomerang’s expert consultants.

Consulting

Transform strategy. Elevate impact.

Bloomerang consulting equips you with expert nonprofit insights and advanced Bloomerang know-how to unlock your full potential. Through services like quarterly planning and annual database reviews, we help refine strategies, streamline workflows, and ensure Bloomerang grows with your mission.

Database Healthcheck

Get a detailed annual review of your data and CRM usage, complete with a clear, actionable report that highlights what’s working, what needs attention, and how to strengthen your usage.

“Having a clean database and the tools to manage it has taken a lot of stress off our plate. It’s enabled us to spend more time connecting with donors and growing our impact.”

Jeremy Ebersole, Public Outreach Manager
The Landmark Trust USA

Quarterly Strategic Consulting

Work with a Bloomerang consultant each quarter to evaluate campaigns, uncover gaps, and create a clear plan to improve performance, deepen donor engagement, and reach your fundraising goals faster. This service helps you stay accountable, prioritize effectively, and make informed decisions all year long.

“My Bloomerang consultant feels like part of my team. She uncovered insights in an hour that would have taken a full-time staffer weeks to find. She comes prepared with data-driven insights, spots areas we can improve, and helps me set up new automations.”

Claire Bolles, Executive Director
Mara Elephant Project

Customized Database Consulting

If you’re tackling a unique use case or working toward a goal that’s a little outside the norm, our consultants can help. We’ll explore creative solutions together and develop a practical approach that supports your objectives.

“I’ve been very impressed with everybody that we’ve worked with: our local rep, the consulting services, and the fundraising team that helped us. The Bloomerang teams are all very responsive and knowledgeable.”

Rick Berger, Chief Development Officer
Heart Ministry Center

Coaching

Build momentum with every session.

Bloomerang coaching gives you focused, one-on-one time to explore the best ways to use your data and platform more effectively. Whether you're building reports, streamlining workflows, or evaluating new features, each session helps you think strategically about how to make Bloomerang work smarter for your organization.

“John (our Bloomerang coach) was so much fun to work with! He went above and beyond in showing me really cool features that I should be taking advantage of to make my work easier.”

Alice Aluoch, Senior Manager, Membership & Development
Global Health Council

Communication and cultivation.

Strengthen your donor connections. Set up effective communication journeys in Bloomerang and track engagement with your supporters. Your coach will help you organize outreach and monitor donor cultivation effortlessly.

Prospecting and year-end strategy.

Go beyond the basics with powerful tools like DonorSearch, Generosity Score, and Engagement Levels. Unearth new prospects, refine year-end campaigns, and get expert guidance on appeals, tax receipting, and campaign preparation.

Fundraising fundamentals.

Lay the groundwork for lasting success. Work with a coach to build or refine core fundraising elements, ensuring you can track, manage, and grow your efforts with confidence.

Smarter filtering and reporting.

Transform your data into actionable insights. Learn to create and save custom filters and reports based on your organization’s real-world needs. Collaborate one-on-one to streamline segmentation and unlock the true power of your database.

Donor cultivation and stewardship.

Turn outreach into impact. We’ll guide you through using tools like Journey Automation, timelines, and reports to help you engage the right donors at the right time to grow lasting relationships.

Gift entry and data imports.

Bring clarity and efficiency to your gift entry and import process. Together, we’ll review your current workflows and implement best practices for accurate data entry across payroll deductions, third-party tools, and bulk updates.

Get More with the Giving Platform

Let’s elevate your impact together.

Our services are built to help nonprofits like yours achieve more with less effort. Partner with our experts and unlock what’s possible.

Book a Demo