eTapestry Overview Webinar - Mike Kierce

transcript

Embracing Technology as a Nonprofit eTapestry Prospect Webinar

Your presenter:

Mike Kierce

Agenda:

Introduction· eTapestry, A Blackbaud Product and Company Overview· Your nonprofit

• How many records are you tracking and how are you tracking them?• Why are you at our webinar today?

Building a strategic solution with eTapestry· Total CRM· Integration · Communication· Reports, Analysis and Strategy

How eTapestry can help you succeed Raise more money guarantee Moving forward with eTapestry

Your nonprofit:

• Please introduce yourself and your nonprofit• How many records are you tracking and how are you tracking

them?• Why are you at our webinar today?

eTapestry & Blackbaud – your technology partner

Blackbaud is the leading global provider of software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships, and raise more money to support their missions. Approximately 22,000 organizations — including the American Red Cross, Dartmouth College, the WGBH Educational Foundation, Episcopal High School, Lincoln Center, Cancer Research UK, Special Olympics, and Arthritis Foundation — use one or more of Blackbaud products and services for fundraising, constituent relationship management, financial management, direct marketing, school administration, ticketing, business intelligence, website management, prospect research, consulting, and analytics.

Quick Facts· Management team led by Marc Chardon, Chief Executive Officer.· 2000+ employees, in 6 countries.· Revenues of $302.5 million in 2008.· Listed on NASDAQ Global Select Market under ticker symbol BLKB.· More than 22,000 customers located in 75 countries, with concentrations in North America, Europe and Asia Pacific· Philanthropic corporate culture that encourages volunteerism.· Headquartered in Charleston, South Carolina, with operations in Cambridge, Massachusetts; Denver; Indianapolis, Indiana; San Diego;

Toronto, Ontario; Glasgow, Scotland; London; Sydney, Australia; and Almere, The Netherlands. · Founded in 1981.

eTapestry Division· In 1999, eTapestry introduced the first on-demand fundraising software delivered over the Internet, giving users’ access from any location

and a solution that is automatically backed-up, maintained and updated. · As a wholly owned subsidiary of Blackbaud we offer our clients the ideal combination of leading edge technology along with unparalleled

financial strength. · Over 7000 customers with a customer retention rate of 98%

eTapestry customers include:

Donor Database

eCommerce Advanced Email

Website

Building out your strategy with eTapestry:Acquisition

Cultivation

Are your website and database integrated?

Integration directly into your database

Requires no additional manual entry

Customizable

eTapestry – Online Strategies

Websites· Brochure & Content Management Sites· Social Media

Online Giving & Engagement· Ways to Give· Ways to Give· Recurring Gifts· Event Registration· Memberships· Volunteer Registration· Donor/Member Login· Ecommunication

Personal Fundraising· Friends asking Friends· ‘A – thons’· Sponsorships· Registrations

Cart· Selling Items· Registrations· Free Information· Gifts

Websites

eTapestry builds and hosts Content Management System (CMS) and Brochure websites

Your website is the first place a donor will go to get information on your organization and it takes less than a minute to gain or lose a possible donor

Do you have an online social media strategy?

Whatis happeningwhen?

Get involved

Social Media

Donateonline

Contactus

Upcoming events

Did you know?

Over 95% of Internet users will give a donation via the web this year

But…. Only 40% of nonprofit organizations offer an online donation page

eTapestry can provide you with a simple link on your current website that will connect your donors to an online

giving page

Where the donor will complete the online giving page

The gift is automatically processed and tracked through your database and the donor is notified and thanked for the successful transaction

The results

Convenience for the donor Gift is automatically deposited and put to use by the nonprofit Automatically recorded in your eTapestry database Donor is acknowledge and thanked immediately which makes the donor more

likely to continue to give to your organization Clean accurate data/results

Honor & Memorial Gifts, Matching, Recurring Gifts..you name it.

Personal Fundraising

Team page and participant page views are editable

What’s New | Personal Fundraising “I think the personal fundraising page had a huge impact on our success.”

“We've received feedback that it was very donor friendly. Thanks a lot!”

Share to your Social Networking Sites!

eTapestry records the number of times a site was shared through these Share links on each socialnetworking site, as well as the number of times

individuals clicked on the shared link.

Show me the money

What’s New | Cart Module

Cart Module eTapestry Database Cart Webpage

Cart Module

Donor/Member Login

Communications

Are your communications integrated?

Integration directly in/out your database

Online & Offline Communications

Customizable

Cut down on mailing, administrative time & costs

Measureable results

Online & Offline Communication – all in one

Email & Ecommunication

Our advanced email solution provides a fully integrated email tool that includes spam checking and scheduling

What does fully integrated mean to you?

At eTapestry it means giving you everything you need to be successful in your email campaigns. And what good is a campaign if you can’t measure your results?

Our detailed email delivery reports will provide everything you need to measure your results

What does fully integrated mean to you?

Add enewsletters, events, links to Social Networking Sites

eTapestry records the number of times a site was shared through these Share links on

each socialnetworking site, as well as the number of

times individuals clicked on the shared link.

Reporting

The importance of reporting:

Drill down capabilities

The importance of reporting• Multiple output options• Scheduled and delivered to yourself or anyone• Strategic & focused to help you build relationships and donor

loyalty

Improve donor retention

Benchmark your results

• Against your self or groups like you to measure progress, trends, areas to focus on

Since we know how important reporting is, we will guarantee you better recordkeeping abilities to track what is important to your nonprofit like:

Relationships

Events & Event Attendance

Email Communication

Communication Preferences

Family/Business Tracking

Planned Gifts

Volunteer Skills, Hours

Split gifts

Education, alumni information

Program tracking

Grant Tracking

Donor/Prospect Interactions

Occupation, Interests

Memorials,Tributes

Memberships

Future Cultivation Strategy

Matching Gifts/Soft Credits

Pledge Schedules

Recurring Gifts

Custom Fields for your unique needs

eTapestry Modules

Each module below includes pre-determined list of User Defined Fields that we will insert into your database and we’ll auto-magically also create important Queries and Reports to complement those new fields.

Volunteer Management, Planned Giving, Grant Tracking & Membership Packages Include:· Pre-consultation questionnaire filled out to identify client’s current volunteer program &

process· Donor User Defined Fields· Journal User Defined Fields· Pre-built Queries & Reports· 1hr walk-thru with Consultant to review the module bundle (UDFs, Queries, Reports)· 30 minute data entry simulation· 1-2 page documentation(left with client)

Relationship Management:

Relationship Management | Contacts

Relationship Management | Outlook Integration

Relationship Management |Total picture of your constituents

Accessible from your handheld device

eTapestry Mobile· Included with your eTapestry service· Specifically formatted for mobile use· Fast· Real time information – no syncing or downloading

Data Services

Donor Acquisition and Development

Prospect Research

Donor Performance and Benchmarking

Data Enrichment Services · NCOA· CASS Certification· Email, Phone, Age Append

Support

Online Help

Instant Messaging

Telephone

Training – eTapestry will help you meet and exceed your goals

User training at your pace and convenience

Annual Training Agreement

Recorded Sessions/Classes

Crash Courses

Podcasts

We take security seriously

• Encrypted data

• PCI Compliant

• SAS 70 Compliant

• Multiple Hosting Sites

• Redundant equipment

• Automatic backups

• Automatic updates

• Uptime Statistics

Sophisticated end-user security settings

With complete details on all user activity

Conversion, Implementation and Consulting Services

Standard & Custom Conversions· Imports· Template· Custom

Account Management· Conversion, Training, Support, Consulting working in conjunction with customer· Account Manager and team working with you to meet your implementation goals

Professional Services Consulting· Specific Modules· Personal Trainer· “Check-ups”

eTapestry Pricing• Based on number of records and concurrent users• Support, Training & Additional Modules can be purchased at any time. Price may include set-up

fee and annual charges.

What’s next? Working with eTapestry…

1.We’ll discuss your unique needs.2.We’ll build a custom proposal.3.We’ll provide a personalized

demonstration.4.We’ll help you with every step of

implementation.

Fundraising

Relationships

Membership

Events

Donor Cultivation

Moves Management

Advocacy

Web Strategy

Content Management

Email Marketing

Direct Mail

Online Transactions

Data Analytics

Project, Grant,

Endowment

TrueCRM

eTapestry can help you achieve

your fundraisings goals offering

you a tool for every

aspect of the

TrueCRM offering.

Questions?

Mike Kierce

Mike.kierce@etapestry.com

317-336-3834

eTapestry Overview Webinar - Mike Kierce

Documents