eTapestry Webinar

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A Blackbaud Company

Welcome to the Welcome to the eTapestry Webinar!eTapestry Webinar!

•To join the audio dial-866-410-7442 Conference ID: 4066159115• *6 Mutes your Phone• # 6 UN-Mutes your Phone

•If you are not able to see the entire screenIf you are not able to see the entire screen, in the top left hand corner - a button saying , in the top left hand corner - a button saying

"full screen" or "fit to window""full screen" or "fit to window" - - If you hit that, it automatically autofits your If you hit that, it automatically autofits your screen into mine!screen into mine!

•2384

Your presenter:Your presenter:

Mike KierceMike KierceAccount ExecutiveAccount Executive

Quick Introduction• Your Name, Organization

• How many records / names ?How many records / names ? ________##(members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.)

• Are you using any software? (ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.)

Your presenter:Your presenter: Mike Kierce•To join the audio dial-866-410-7442 Conference ID: 4066159115

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Today’s agendaToday’s agenda1.1. Quick Introduction to eTapestry (7 Quick Introduction to eTapestry (7

minutes)minutes)

2.2. Ten Guarantees (45 min)Ten Guarantees (45 min)

3.3. Big Picture Investment options (5 min)Big Picture Investment options (5 min)

4.4. Questions? Questions?

5.5. If you like what you see today, If you like what you see today, • Next step, individual needsNext step, individual needs• Custom proposal, then a Custom proposal, then a • Personalized demonstrationPersonalized demonstration

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Who is eTapestry?Who is eTapestry?•An organization dedicated to serving hospital foundations, arts groups, hospices, churches, schools, and other An organization dedicated to serving hospital foundations, arts groups, hospices, churches, schools, and other organizations of all types & sizes!organizations of all types & sizes!

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Who is eTapestry?Who is eTapestry?

•An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits

•A fast growing, successful companyA fast growing, successful company

•A company that thrives on innovationA company that thrives on innovation

MAPQUEST MAPQUEST integrationintegration

Cross Database ReportingCross Database Reporting

Loyalty Survey

Loyalty Survey

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Who is eTapestry?Who is eTapestry?

•An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits

•A fast growing, successful companyA fast growing, successful company

•A company that thrives on innovationA company that thrives on innovation

•A group that is passionate about serviceA group that is passionate about service

A Blackbaud Company

Who is eTapestry?Who is eTapestry?

•An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits

•A fast growing, successful companyA fast growing, successful company

•A company that thrives on innovationA company that thrives on innovation

•A group that is passionate about serviceA group that is passionate about service

•People who love to have fun!People who love to have fun!

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People who love to have fun!People who love to have fun!

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What is our history?What is our history?

•Founded by former execs at Master Founded by former execs at Master Software Corp.Software Corp.

•Introduced the first “Software as a Introduced the first “Software as a Service” solution for nonprofits in 1999Service” solution for nonprofits in 1999

•In use by over 6,000 nonprofit In use by over 6,000 nonprofit organizations around the worldorganizations around the world

•Purchased and now a wholly owned Purchased and now a wholly owned subsidiary of Blackbaud in August 2007subsidiary of Blackbaud in August 2007

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We’ll give you We’ll give you a Guarantee…a Guarantee…

A Blackbaud Company

1010

We’ll give you We’ll give you a Guarantee…a Guarantee…

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Advanced Email

Database

Ecommerce

Website

Post OfficeChecks, Credit cards

through the mail or phone Text email

1. We guarantee you an Internet strategy.

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Did you know there are 150 million Did you know there are 150 million active users on the Internet?active users on the Internet?

Source: Pew Internet ResearchSource: Pew Internet Research

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eTapestry builds and hosts eTapestry builds and hosts websites for more than 200 websites for more than 200 organizations.organizations.

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eTapestry builds and hosts eTapestry builds and hosts websites.websites.

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# 1 reason# 1 reason donors’ say they give online is donors’ say they give online is convenienceconvenience – it’s easier than writing a – it’s easier than writing a check.check.

Source:Source: Network for Good - 2006Network for Good - 2006

Did you know that over 95% of Internet users…Did you know that over 95% of Internet users…

•made on online purchase, made on online purchase, •but only 40% of nonprofit organizations offer but only 40% of nonprofit organizations offer online giving?online giving?

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A link on your website connects donors to a custom A link on your website connects donors to a custom online giving page.online giving page.

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……where the donor completes the online giving form.where the donor completes the online giving form.

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IATS TicketMaster

The gift information is automatically processed, and The gift information is automatically processed, and the donor is notified of their successful transaction.the donor is notified of their successful transaction.

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CC Processor

The money is then automatically deposited into your bank The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry.account, and the donor and gift recorded in eTapestry.

Your Bank Account

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Your eTapestry database

Your donor or member has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! Electronic tithing, EFT, monthly gifts!

The gift is automatically deposited in your bank.

All of the donor and gift information is automatically recorded.

Your fundraising and membershipefforts are growing!

The Results…

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Online Donation Page

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Online Registration

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Online Volunteer Registration

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eTapestry Shopping Cart

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A Cart Order

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eTapestry Personal Fundraising

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Walkatons, Runathons, Bikeathons, Bowlathons…

You name it.

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Projects

Make a Gift

Event Sign-up

A multi-purpose page

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Email is more cost effective than traditional mail Email is more cost effective than traditional mail communications.communications.

•Email campaigns cost an average of $ 5 - $7 per thousand records •Traditional mail cost and average of $ 500 - $700 to reach the same number of people”

Source: Gartner GroupSource: Gartner Group

Did you know that…?Did you know that…?

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Email is more cost effective than traditional mail Email is more cost effective than traditional mail communications.communications.

•Email campaigns cost an average of $ 5 - $7 per thousand records •Traditional mail cost and average of $ 500 - $700

to reach the same number of people

Source: Gartner GroupSource: Gartner Group

Did you know that…?Did you know that…?

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eTapestry’seTapestry’s advanced email provides a fully integrated advanced email provides a fully integrated email tool…with full html editoremail tool…with full html editor

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eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…with spam checking and schedulingemail tool…with spam checking and scheduling

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eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…including delivery reportsemail tool…including delivery reports

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eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru trackingemail tool…including delivery reports and click thru tracking

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Your Internet strategy may become even more Your Internet strategy may become even more sophisticated and utilize additional tools…sophisticated and utilize additional tools…

A Blackbaud Company

Your Internet strategy may become even more Your Internet strategy may become even more sophisticated and utilize additional tools…sophisticated and utilize additional tools…

Donor LoginDonor Login WishListWishList

Loyalty SurveyLoyalty SurveyBenchmark Reporting

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•Office•Home•Airport•Road•Multiple offices•Partner locations•PDA’s•anywhere

2. We guarantee you broader access to your data.

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3. We guarantee easy operation.

A Blackbaud CompanyRuns in a web browser

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Search engine type lookups

A Blackbaud CompanyComplete info on one page

A Blackbaud CompanyComplete info on one page

A Blackbaud CompanyBuilt in reporting

A Blackbaud CompanyEasy setup, multiple output options

A Blackbaud CompanyDynamic report use

A Blackbaud CompanyDrill down navigation

A Blackbaud CompanyIntegrated tools

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4. We guarantee better recordkeeping.

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Relationships

Family or Businesses with multiple names to track

Constituent interactions

Future Contacts/Calendaring

Email Communication

4. We guarantee better recordkeeping.

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Track Relationships

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Relationships

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Relationships

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Track Relationships

A Blackbaud CompanyConstituent interactions

"I open up eTapestry and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful."

Connie Sherman, Executive Director, St. Mary's Child Center

A Blackbaud CompanyOutlook Integration

A Blackbaud CompanyEmail Communication

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Email Communication

A Blackbaud CompanyFuture Contacts/Calendaring

A Blackbaud CompanyFuture Contacts/Calendaring

A Blackbaud CompanyFuture Contacts/Calendaring

A Blackbaud CompanyFuture Contacts/Calendaring

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5. We guarantee improved communications.

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We’ve already looked at We’ve already looked at communications communications tracking, outlook tracking, outlook integration, and integration, and advanced email…advanced email…

BUT we can BUT we can help you help you keep your information keep your information accurate tooaccurate too..

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Nationally, 17% to 20% of the US Nationally, 17% to 20% of the US population moves each year. That population moves each year. That means means up to 1 in 5up to 1 in 5 of your mailing of your mailing pieces may pieces may not go to the correct not go to the correct address. address.

Source: US Postal ServiceSource: US Postal Service

Did you know …?Did you know …?

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Did you know …?Did you know …?

•NCOA ProcessingNCOA Processing•Telephone AppendingTelephone Appending•Mass Duplicate MergeMass Duplicate Merge

Nationally, 17% to 20% of the US Nationally, 17% to 20% of the US population moves each year. That population moves each year. That means up to 1 in 5 of your mailing means up to 1 in 5 of your mailing pieces may not go to the correct pieces may not go to the correct address. address.

Source: US Postal ServiceSource: US Postal Service

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Newsletter Templates

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Letter Templates

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Events & Invitation Templates

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Envelopes Templates

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6. We guarantee your data is secure.

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We take security seriously.

Encrypted dataEncrypted data

Redundant equipmentRedundant equipment

Automatic backupsAutomatic backups

Automatic updatesAutomatic updates

2 hosting centers – Indianapolis and Atlanta

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Sophisticated end-user security settings

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With complete details on all user activity.

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7. We guarantee outstanding support.

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User Support

EmailEmail

Online HelpOnline Help

Instant MessagingInstant Messaging

TelephoneTelephone

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User Training – On Demand. Your pace. Your convenience.

Annual Training AgreementAnnual Training Agreement

Recorded Update SessionsRecorded Update Sessions

Crash CoursesCrash Courses

PodcastsPodcasts

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8. We guarantee innovative tools.

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Outlook emailWishlist

Benevon

Moves Management

Matching gift database

Prospect Research

Grant research

Online fundraising

Planned giving

Auction Software

Integration with best-in-class partners

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Innovations Innovations

• eTapestry Mobile

•Included with your eTapestry service

•Specifically formatted for mobile use

•Fast

•Real time information – no syncing or downloading

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9. We guarantee fast, smooth implementation.

1. “Getting Started” call with your Account Executive

2. A dedicated Conversion Specialist

3. Training programs

4. Implementation specialist – if needed

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10. We guarantee you’ll save money.

Consider these cost, beyond the software, that other systems require:

•No software to buy No software to buy •No hardware to purchase or updateNo hardware to purchase or update•No upgrades to installNo upgrades to install•No maintenance requiredNo maintenance required•No backups to makeNo backups to make•No travel for trainingNo travel for training•Add services when you need themAdd services when you need them•Remove services you don’t needRemove services you don’t need

A Blackbaud Company

1. We guarantee you an Internet strategy.

2. We guarantee you broader access to your data.

3. We guarantee easy operation.

4. We guarantee better recordkeeping.

5. We guarantee improved communications.

6. We guarantee your data is secure.

7. We guarantee outstanding support.

8. We guarantee innovative tools.

9. We guarantee implementation in 30 - 90 days.

10. We guarantee you’ll save money.

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We’ll be good for each other or it’s free. A unique offering in the nonprofit industry.

11- An extra special guarantee

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eTapestry Investment Options…eTapestry Investment Options…

# of Accounts in your database

# Accounts

<500

501-1,000

1,001-5,000

5,001-15,000

15,001-25,000

25,001-35,000

35,001-45,000

Monthly Fee

FREE!

$38/month

$117/month

$172/month

$236/month

$289/month

$354/month

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eTapestry Investment Options…eTapestry Investment Options…

# of Accounts in your database

# Accounts

<500

501-1,000

1,001-5,000

5,001-15,000

15,001-25,000

25,001-35,000

35,001-45,000

Monthly Fee

FREE!

$38/month

$122/month

$179/month

$246/month

$302/month

$370/month

Concurrent Users

# Users

1

Each Add’l

5 pack

Monthly Fee

Included

$50

$175

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eTapestry Investment Options…eTapestry Investment Options…

Optional services – can be added at any time

•Telephone supportTelephone support•Annual Training Agreement Annual Training Agreement •Admin moduleAdmin module•Advanced EmailAdvanced Email•Advanced SecurityAdvanced Security•Document AttachmentsDocument Attachments•Donor / Alumni LoginDonor / Alumni Login•EcommerceEcommerce•Executive ReportingExecutive Reporting•Grant ExplorerGrant Explorer

•ImportImport•Matching Gift DatabaseMatching Gift Database•Moves ManagementMoves Management•Outlook integrationOutlook integration•Planned Giving CalculatorPlanned Giving Calculator•Prospect Research ServicesProspect Research Services•Segmented GiftsSegmented Gifts•WishListWishList•Website DevelopmentWebsite Development•Database Conversion optionsDatabase Conversion options

A Blackbaud Company

What’s next?What’s next?

1.1.We’ll discuss your unique needs.We’ll discuss your unique needs.2.2.We’ll build a custom proposal.We’ll build a custom proposal.3.3.We’ll provide a personalized We’ll provide a personalized

demonstration.demonstration.4.4.We’ll help you with every step of We’ll help you with every step of

implementation.implementation.

A Blackbaud Company

Questions ?Questions ?

Your presenter:Your presenter:

Mike KierceMike KierceAccount ExecutiveAccount Executive

Contact Info:Contact Info:888.739.3827 x7292888.739.3827 x7292Mike.kierce@etapestry.comMike.kierce@etapestry.com