Atlanta Seminar 4/15/08 Powerpoint

Welcome!Welcome!

Katie Rucker

[email protected]

AGENDA

• eTapestry Overview– Background & History of eTapestry– Overview of eTapestry Guarantees– Product Partners

• Carol Redman

• Q & A Session

Let’s build a relationship…

• On your evaluation sheet, please provide your name, organization

• How many records are you How many records are you currently managing?currently managing? (donors, prospects, friends, corporations, foundations, alumni, etc.)

• Are you using any software?

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

Google maps integrationGoogle maps integration……coming soon…coming soon…

Crossdatabase comparisons with Crossdatabase comparisons with our new Benchmark Reportingour new Benchmark Reporting

Loyalty Survey

Loyalty Survey




•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!

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 6000 nonprofit In use by over 6000 nonprofit organizations around the worldorganizations around the world

We’ll give you We’ll give you 10 10

Guarantees…Guarantees…

1. We guarantee you and 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 90 days.

10. We guarantee you’ll save money.

1. We guarantee you an Internet strategy.

Advanced Email

Database

Ecommerce

Website

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

eTapestry builds and hosts eTapestry builds and hosts websites for more than 100 websites for more than 100 organizations.organizations.

BEFORE

AFTER

eTapestry builds and hosts eTapestry builds and hosts websites for more than 100 websites for more than 100 organizations.organizations.

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

•Did you know that over Did you know that over 95% of Internet 95% of Internet usersusers made on online purchase, made on online purchase,

•but but only 40% of nonprofitonly 40% of nonprofit organizations organizations offer online giving?offer online giving?

Source: eTapestry surveys 2005-2006Source: eTapestry surveys 2005-2006

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

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

Source: eTapestry surveys 2005-2006Source: eTapestry surveys 2005-2006

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

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

IATS TicketMaster

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

IATS TicketMaster

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

Your Bank Account

Your eTapestry database

Your donor has made a secure gift, conveniently and easily - and they already have their gift receipt in hand!

The gift is automatically deposited in your bank.

All of the donor and gift information is automatically recorded.

Your fundraising efforts are growing!

The Results…

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

•Email is the # 1 use of the Internet

•91% of Internet users, Age of 65+, use email

•Source: Pew Internet Research

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…?

eTapestry’s advanced email provides a fully eTapestry’s advanced email provides a fully integrated email tool…with full HTML editorintegrated email tool…with full HTML editor

Newsletter templates available or import your own

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

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

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

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

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 Survey Personalized FundraisingPersonalized Fundraising

Donor Loyalty Donor Loyalty SurveySurvey

A joint venture of eTapestry and Walker Information

The Donor Loyalty Survey helps organizations build stronger relationships with their supporters.

Innovations Innovations

Find out if your donors are accessible, truly loyal, high risk, or trapped…straight from the donors!

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

2. We guarantee you broader access to your data.

3. We guarantee easy operation.

"I spent 18 years in software design on mainframes. I've spent lots of all-nighters installing software in various places. When these guys said, 'We'll take care of that for you,' I said 'Sign me up.'"

Loren Friesen, Dir. of Dev., Newton Community & Healthcare Fdn

"eTapestry is constantly updating and improving and they do it "eTapestry is constantly updating and improving and they do it at night. We looked at a ton of software packages. I felt at night. We looked at a ton of software packages. I felt comfortable with eTapestry's cost and knowing that I didn't have comfortable with eTapestry's cost and knowing that I didn't have to be a computer guru to make this happen."to be a computer guru to make this happen."

Judy Davidson, Director of Development, Pusch Ridge AcademyJudy Davidson, Director of Development, Pusch Ridge Academy

Welcome Page for each login…

Runs in a web browser

Getting started Wizard




Search engine type lookups

Complete info on one easy-to-access page

Complete info on one page

Built in reporting…standard plus create unlimited reports

Easy setup, multiple output options

Dynamic report use

Drill down navigation

Integrated tools


“I spend my time now on the more strategic analysis elements. Having a database that allows me to do that is like a treat or a prize. It’s more fun and it’s much more productive in the long run.”

Tina Burdett, Development Director, Center for Children and Families, Inc.

Relationships

Family or Business with multiple names to track

Donor/Prospect interactions

Future Contacts/Calendaring

Email Communication


Relationships

Relationships…with donor loyalty info

Relationships

…and the expandable Relationship Report may surprise you!

Kevin Bacon’s “Six Degrees of Separation…”

Donor/Prospect 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

Outlook Integration

Email Communication




"I like to spice up our e-mails with some graphics and our own logo. It makes a huge difference. It

makes it look very professional and it improves the whole feel of our organization."

• Rick Hayhow - Kids Alive International


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

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

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 …?

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

We take security seriously.

““Soon after Hurricane Katrina, we realized that our office suffered over 4 feet Soon after Hurricane Katrina, we realized that our office suffered over 4 feet of flood water. Nearly all of our contents including hard drives containing of flood water. Nearly all of our contents including hard drives containing over 20 years of information were simply gone. Having a partner like over 20 years of information were simply gone. Having a partner like eTapestry enabled us to quickly gain critical information during this eTapestry enabled us to quickly gain critical information during this challenging time. Not only were we able to maintain our donor base, we had challenging time. Not only were we able to maintain our donor base, we had quick access to key contact information while evacuated around the country. It quick access to key contact information while evacuated around the country. It was one small triumph in a time of despair.” was one small triumph in a time of despair.”

Tiffany Carter-Morris, Director Community Development, Methodist Health Tiffany Carter-Morris, Director Community Development, Methodist Health System Foundation, Inc., New Orleans, Louisiana System Foundation, Inc., New Orleans, Louisiana

2 hosting centers – Indianapolis and Atlanta

Neighbors include Google & Monster.com


Security is detailed in your proposal and Security location compliance documents

available for your review



Encrypted dataEncrypted data

Redundant equipmentRedundant equipment

Automatic backupsAutomatic backups

Automatic updatesAutomatic updates


"I think people expect nonprofits to be responsible. The integrity of eTapestry's data is great, and this gives donors confidence that we know what we're doing."

Lori Skelton, Director of Marketing and Development - Northwest Children's Home

Sophisticated end-user security settings


Janet,

I can't say enough about how much we appreciate the help of everyone at eTapestry.

The folks at eTapestry are the most helpful, consistently responsive people I've had the pleasure of working with. We sincerely appreciate everything that you do for us and all of the hard work you've done on our behalf.

Paul Feeney

User Support

EmailEmail

Online Online HelpHelpincluding including Best Best Practices Practices and new and new WikipediaWikipedia

Instant MessagingInstant MessagingTelephoneTelephone

User Training – at your pace, your convenience

Lifetime Training AgreementLifetime Training Agreement

Recorded Update SessionsRecorded Update Sessions

Live Crash and Master CoursesLive Crash and Master Courses

PodcastsPodcastsNEW! Certified Training TestNEW! Certified Training Test

FireFired!d!

Left Left

Organization

Organization


Outlook emailWishlist

Benevon

Moves Management

Matching gift database

NCOA

Prospect Research

Grant research

Online fundraising

Planned giving

Integration with best-in-class partners

MatchFinderfrom Blackbaud


• eTapestry Mobile

•Included with your eTapestry service

•Specifically formatted for mobile use

•Fast

•Real time information – no syncing or downloading

Benchmark Benchmark ReportingReporting

Our newest module…Our newest module…Compare your fundraising Compare your fundraising efforts and results hundreds efforts and results hundreds of other organizations…of other organizations…


eTapestry’s Benchmark Reporting

• 4 new Benchmark Reports provide hundreds of data points that let you focus on the key comparisons and measures that help you analyze and strategize your fundraising efforts.

• Side-by-side comparisons of your organization’s data against Aggregate data of other nonprofits to give you a clear comparison on a national level.

– Benchmarking Giving Dynamics Report – Benchmarking Status Report – Benchmarking Status Trend Report – Benchmarking Status Comparison Report

eTapestry’s Benchmark Reporting

New! First in the market to offer this feature

InnovationsInnovations

Blackbaud’s WealthPointOnline


Coming soon! Coming soon! Google maps integration will take reporting Google maps integration will take reporting to a new levelto a new level

Review the locations of top donors, help find a suitable location for an upcoming seminar, or plan a series of meetings.

1. “Getting Started” call with your Account Executive

2. A dedicated Conversion Specialista. Data mappingb. Consulting callc. Data evaluationd. Final conversion

3. Training programsa. Getting startedb. Advancedc. Crash courses

4. Implementation specialist – if needed



Consider this:•No software to buy No software to buy •No hardware to purchase or updateNo hardware to purchase or update•No No upgrades to installupgrades to install•You’re always on the current versionYou’re always on the current version•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

“That was the big decision-maker right there—not having to make a big purchase to get started. Why not try it? I think it’s great, and eTapestry is maintaining it all. I don’t have to worry about it.”

Maureen McDonald, Moonlight Cultural Center

1. We guarantee you an Internet strategy.

2. We guarantee you broader access to your data.3. We guarantee easy operation.








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.

Fill out and return your survey and…Fill out and return your survey and…Don’t forget your free gift!Don’t forget your free gift!

eTapestry is a Blackbaud Company

What’s on your flash drive?What’s on your flash drive?

Podcasts – listen to fun, informative, podcasts from your computer or mp3 player.

Product Overview – get the full story on eTap products and services.

Customer Spotlights – see what other customers are doing – and saying about eTapestry.

Module Sheets – eTapestry offers many options for maximum flexibility.

Price Sheet – sure, we’ll tell you what it costs.

eTapestry is a Blackbaud Company

ANY QUESTIONS???

THANK YOU FOR COMING!

Your Presenter:

Katie [email protected]

888-739-3827 ext 225

Date post:	01-Nov-2014
Category:	Economy & Finance
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Atlanta Seminar 4/15/08 Powerpoint

Economy & Finance