United Way of Missoula County Uses Bloomerang to Track Fundraising Pledges Through Dynamic Reporting
KEY HIGHLIGHTS
United Way of Missoula County, based in Western Montana, serves around 100,000 people across two counties to address social issues in education, financial stability, and health. They transitioned to Bloomerang to improve accessibility with a cloud-based CRM and make donor management more efficient. With Bloomerang’s intuitive web-based interface, customization options, and strong customer support, the organization enhanced donor relationships, achieving a 53% donor retention rate.
CHALLENGE
In need of a cloud-based nonprofit CRM
When the organization decided to switch from a locally-hosted enterprise system to Bloomerang, a cloud-based donor database, the goal was to enable staff to access the system from anywhere. One of the most important conversion factors was the ability to track pledges and workplace campaigns, which are key elements of United Way’s fundraising efforts. With guidance from other United Way chapters and Bloomerang’s customer support, it was easy for the organization to successfully customize the system to meet their needs.
SOLUTION
Real-time donor reporting & improved efficiency
The migration to their new nonprofit CRM was smooth, with the help of Bloomerang’s support team. Since the transition, United Way of Missoula County has greatly benefited from Bloomerang’s donor reporting capabilities. Previously reliant on static Excel files for donor tracking, they now use dynamic, real-time reports that streamline their processes and reduce inefficiencies.
RESULTS
Improve donor relationships
Their enhanced supporter relationships have resulted in a 53% donor retention rate! The organization also praised Bloomerang’s intuitive interface, helpful staff, and educational resources like Bloomerang Learning, which have made the platform easy to navigate and highly effective for their needs.
“A large percentage of United Way fundraising is done through pledges and workplace campaigns. So once we figured out how some other United Ways were tracking that in Bloomerang and how it would work for us, then the migration was really easy. And now, Bloomerang reports are so easy, and it’s great that everything is so dynamic.”
donor retention rate
