What Carl Bloom Associates does

Carl Bloom Associates (CBA) is a privately-held direct marketing and fundraising consultancy headquartered in Bedford, New York, founded in 1976 by Carl Bloom. The firm serves nonprofit organizations across eight primary verticals — public media, public libraries, arts and culture, advocacy, animal welfare, environment, healthcare, and human and social services — with named clients that include PBS, NPR, Brooklyn Public Library, DC Public Library Foundation, Mass General Brigham McLean, and City Year. CBA reports having supported over 100 organizations since inception and operates primarily in the United States with a stated presence in Canada.

The company's offering is built around an integrated direct response marketing platform that combines offline channels (notably direct mail, with over 40 years of specialized production experience) with digital channels including email, paid social (Facebook/Meta), Google Search and Video advertising, YouTube, Google Ad Grants management, and SEO services. The product portfolio is organized into core service lines: Direct Marketing Strategy, Digital Advertising, Email Marketing, Direct Mail, Creative Services, Production Services, and Insight & Analytics. Supplementary offerings include SEO Services for Nonprofits (monthly recurring engagements), Google Ad Grant Management, a Digital Advertising Webinar Series (101, 201, 301 levels), proprietary research such as the 2019 Member Motivation Survey across nearly 16,000 public media members, and free resources like the Public Media Defunding Response Roadmap and Google Analytics setup checklist. The firm also maintains thought leadership assets including co-founding of the International Public Library Fundraising Conference and co-creation of #LibraryGivingDay.

CBA generates revenue through professional services fees for consulting and campaign execution, with pricing structured as custom quotes based on each nonprofit client's scope and channel mix. The go-to-market motion is consultative enterprise field sales, supported by a content marketing engine spanning webinars (Coffee Chats, Digital Advertising series), blogs, case studies, and a proprietary research library. The firm sells to development directors, VPs of advancement, and executive leadership at nonprofit organizations, with marketing channels including direct outreach, website contact forms, and a Calendly-based 30-minute strategy meeting offering.

Name

Carl Bloom Associates

Legal name

Carl Bloom Associates, Inc.

Website

https://carlbloom.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Nonprofit Direct Marketing & Fundraising Services

NAICS

Direct Mail Advertising (541860), Direct Mail Advertising (54186), Advertising Agencies (541810), Advertising, Public Relations, and Related Services (5418)

SIC

Services-Direct Mail Advertising Services (7331), Services-Advertising Agencies (7311), Services-Advertising (7310)

akta.pro primary industry

B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)

akta.pro secondary industries

Email Marketing Services (Campaign Strategy, Design, Deliverability) (MPAAAIAA), Sales Promotion Campaign Design & Management (BPAFAMAC)

Keywords

• Direct marketing services
• Nonprofit fundraising
• Direct mail campaigns
• Digital advertising agency
• Email marketing services

Headquarters

HQ city

White Plains

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Infrastructure

Revenue model

1. Direct Marketing & Fundraising Consulting Services: CBA provides tailored direct marketing strategies and integrated marketing programs for nonprofits. Services include direct mail, email campaigns, digital advertising (Meta, Google, YouTube), creative services, production, and analytics/reporting. Revenue is generated through professional service fees for consulting and campaign execution.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Carl Bloom Associates is a B2B direct response marketing and fundraising consultancy that designs and executes integrated multi-channel campaigns for nonprofit organizations. Its core deliverables span direct mail, email marketing, digital advertising (Facebook, Google Ad Grants, Google Search/Video, YouTube), creative development, production, and research/analytics — sold as tailored, quote-based service engagements rather than packaged software or self-serve products.

Product overview

Carl Bloom Associates (CBA) is a direct marketing and fundraising consultancy founded in 1976 that provides integrated marketing services for nonprofits. The company offers a portfolio of strategy services including Digital Advertising, Email Marketing, Direct Mail, Creative Services, Production Services, and Insight & Analytics. CBA also provides specialized offerings including SEO Services for Nonprofits and Google Ad Grant Management. The company produces educational resources including a Digital Advertising Webinar Series (101, 201, 301 levels) and proprietary research through its Member Motivation Survey. CBA serves diverse nonprofit sectors including public media, public libraries, arts and culture, environment, healthcare, animal welfare, and human/social services. The firm operates as a services-based consultancy rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Direct Marketing Strategy Services Tailored direct marketing strategies that blend traditional methods (direct mail) with modern digital approaches for nonprofit and public media organizations.
• Digital Advertising Omnichannel digital advertising including Facebook ads, Google Ad Grants, Google Search and Video ads, YouTube ads, and programmatic advertising to drive traffic and donations.
• Email Marketing Coordinated, mobile-friendly email campaigns with effective messaging, providing donors with an easy way to make transactions.
• Direct Mail Direct mail solutions leveraging over 40 years of experience in producing effective direct mail for nonprofits, including co-op models for public media stations.
• Creative Services Creative development for direct mail, email, and online campaigns, producing copy and design tailored to move audiences to action.
• Production Services High-volume production services for direct mail and other campaign materials, delivered with efficiency, accuracy, and timeliness.
• Insight & Analytics Research, analysis, and reporting providing guidance to help organizations map a course to growth, including donor prospect identification, segmentation, retention, and lapsed-donor revival.
• SEO Services for Nonprofits Monthly SEO partnerships including blog content, on-site optimization, SEO audits and keyword strategy, and coordinated paid plus organic search.
• Google Ad Grant Management Optimization and management of Google Ad Grants, helping eligible 501(c)(3) nonprofits maximize up to $10,000/month in free Google Search advertising.
• Member Motivation Survey Research for Public Media Custom survey research for public media organizations providing insights on member motivations, Passport usage, podcast engagement, and generational giving patterns, based on a survey of nearly 16,000 members from 15 stations.

Quantifiable outcome

• A metropolitan library achieved 21% response rate from active donors (0-12 months), acquired 230 new donors, and reinstated 90 lapsed donors through integrated holiday campaign
• +2 more outcomes

Named customers6 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• International Public Library Fundraising Conference (IPLF)coreOthersCBA co-founded the International Public Library Fundraising Conference, a premier industry event for library fundraising professionals. This partnership demonstrates CBA's thought leadership and commitment to the library sector.
• #LibraryGivingDaycoreOthersCBA co-created #LibraryGivingDay with free toolkits for libraries to deploy each spring, produced pro bono as part of CBA's corporate giving back efforts.
• Barker & ScottminorStrategic or Co-development PartnerCBA collaborated with Barker & Scott (nonprofit technology consulting firm led by Charity Jovanovic and Jena Schaefer Blaustein) on a Coffee Chat webinar about CRM strategy for nonprofits.
• Erica WaasdorpminorStrategic or Co-development PartnerCBA featured monthly giving expert Erica Waasdorus (43-year direct response veteran) as a guest on their Coffee Chat webinar about sustainer programs.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• M+R (formerly M+R Strategic Services): M+R is a direct response and advocacy fundraising agency serving nonprofits and progressive causes. It is the closest peer to CBA, offering comparable integrated direct mail, digital, and creative services for fundraising campaigns across nonprofit verticals.
• Pursuant (formerly Russ Reid): Pursuant is a full-service fundraising and marketing agency serving nonprofits, formed in part from the legacy Russ Reid direct response business. It competes directly with CBA across direct mail, digital, and multi-channel donor acquisition campaigns.
• The Lukens Company: The Lukens Company is a direct response fundraising agency that has served public media, health, and arts nonprofits for over three decades. It is a direct peer, competing for the same direct mail and integrated campaign engagements CBA pursues.
• Schultz & Williams: Schultz & Williams is a fundraising and marketing consultancy serving museums, performing arts, healthcare, and education nonprofits. Its direct response and membership acquisition services overlap directly with CBA's arts, culture, and healthcare vertical work.
• Reingold: Reingold is a marketing and communications firm serving nonprofits, associations, and federal agencies with branding, fundraising, and integrated campaign work. Its nonprofit focus and integrated offering make it a comparable peer to CBA.

Broad incumbents

• Harte Hanks: Harte Hanks is an established direct and digital marketing agency serving large enterprise clients with end-to-end customer engagement solutions. Its direct mail heritage and data-driven approach overlap with CBA's integrated channel mix, though it is not nonprofit-specialized.
• Epsilon (Publicis): Epsilon is a large data-driven marketing services firm operating at enterprise scale across direct mail, email, and digital channels. It offers comparable omnichannel capabilities but addresses a much broader client base beyond nonprofits.
• Merkle: Merkle is a customer experience and data-driven marketing agency with deep CRM, direct mail, and digital capabilities. Its people-based marketing platform represents a scaled, technology-enabled version of CBA's integrated approach.

Emerging players

• Classy: Classy is a software-based online fundraising platform serving many of the same nonprofit verticals as CBA. While not a direct services competitor, its self-service donation and campaign tools increasingly substitute for agency-led execution among mid-sized nonprofits.
• DonorPerfect: DonorPerfect is a donor management and fundraising CRM platform for small and mid-sized nonprofits. As an enabling technology layer, it reduces dependency on agency partners like CBA for routine campaign execution and donor database management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/CarlBloomAssociates
• LinkedInlinkedin.com/company/carl-bloom-associates
• Xx.com/carlbloomassoc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Carl Bloom Associates