Date post: | 22-Apr-2015 |
Category: |
Technology |
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Embracing Technology as a Nonprofit eTapestry Prospect Webinar
Your presenter:
Matt McNulty
Arts and Cultural Account Executive
To join the audio dial, 866.410.7442 Pass code 4066159115#
*6 Mutes your Phone # 6 UN-Mutes your Phone
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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?
Why you need a technology partner 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
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Your nonprofit:
• Please introduce yourself and your nonprofit• How many records are you tracking and where are you
tracking them?• Why are you at our webinar today?
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5 Reasons You Need a Software Solution and a Technology Partner
1. You need to move beyond business as usual; despite the economic climate
2. You need to drive results
3. You need greater efficiencies
4. You need increased productivity
5. You need greater reporting
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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%
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eTapestry customers include:
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Donor Database
eCommerce Advanced Email
Website
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Are your website and database integrated?
Integration directly into your database
Requires no additional manual entry
Customizable
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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
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Websites:
eTapestry has built and hosts over 270 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 loose a possible donor
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Do you have an online social media strategy?
Whatis happeningwhen?
Get involved
Donateonline
Contactus
Upcoming events
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eTapestry can provide you with a simple link on your current website that will connect your donors to an online
giving page
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Where the donor will complete the online giving page
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The gift is automatically processed and tracked through your database and the donor is notified and thanked for the successful transaction
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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
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Honor & Memorial Gifts, Matching, Recurring Gifts..you name it.
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Show me the MONEY!
o After selecting eTapestry in 2008, One Brick was able to increase its annual giving goal by $10,000. The goal was attained and then surpassed by $6,000.
o The eTapestry solution has enabled staff to send emails from the CRM solution and increase the organization's reach.
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Personal Fundraising
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Personal Fundraising
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Personal Fundraising
Team page and participant page views are editable
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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!”
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Show me the money
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What’s New | Cart Module
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Cart Module eTapestry Database Cart Webpage
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Cart Module
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Cart Module
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Donor Login
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What’s New | Donor Login
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What’s New | Donor Login
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Are your communications integrated?
Integration directly in/out your database
Online & Offline Communications
Customizable
Cut down on mailing, administrative time & costs
Accessible from mobile phone, laptop, home computer
Measureable results
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Online & Offline Communication – all in one
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Did you know?
Email cultivation is more effective and cost efficient in reaching your supporters.
So why would you pay more (direct mail) to get less?
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Email & Ecommunication
Our advanced email solution provides a fully integrated email tool that includes spam checking and scheduling
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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
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What does fully integrated mean to you?
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Real Life Example….
Dec 11:
Subject line:
Urgent Appeal: Your gift to CRS is vitally important!
Straight Appeal
Static donation form
Source: Laura Durington: CRS Social Media Presentation-AFP Maryland
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Dec 29:Subject line: Only 48 hours left to
make a tax-deductible gift!
Added “hotspot” text
Added video message from our president (that plays right on the donation form)
Added a strong pull-quote
Raised $112k
Source: Laura Durington: CRS Social Media Presentation-AFP Maryland
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Dec 31:Subject line: Final Deadline: Last
chance to make a tax-deductible gift
New “hotspot” textKept video message
from our presidentNew pull quoteRaised $119k
Source: Laura Durington: CRS Social Media Presentation-AFP Maryland
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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
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Reporting
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The importance of reporting:
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The importance of reporting:
Drill down capabilities
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The importance of reporting• Multiple output options• Scheduled and delivered to yourself or anyone• Strategic & focused to help you build relationships and donor
loyalty
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Improve donor retention
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Benchmark your results
• Against your self or groups like you to measure progress, trends, areas to focus on
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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
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Relationship Management:
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Relationship Management:
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Relationship Management:
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Relationship Management | Contacts
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Relationship Management | Outlook Integration
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Relationship Management | Outlook Integration
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Relationship Management | Outlook Integration
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Relationship Management | Outlook Integration
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Relationship Management |Total picture of your constituents
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Data Services
Prospect Research and Wealth Screening
Donor Performance and Benchmarking
Data Enrichment Services · NCOA· CASS Certification· Email, Phone, Age Append
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Support
Online Help
Instant Messaging
Telephone
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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
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We take security seriously
• Encrypted data
• PCI Compliant
• SAS 70 Compliant
• Multiple Hosting Sites
• Redundant equipment
• Automatic backups
• Automatic updates
• Uptime Statistics
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Sophisticated end-user security settings
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With complete details on all user activity
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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
Consulting· Best Practices· Custom Reports & Queries· Setup and recommendations for implementation of specific modules & tools like
shopping cart, ecommunications etc.· ‘Personal Training’· Onsite Development Audits· 6-12 month review
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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.
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Still not sure? Let us be your Bioluminescent Bacteria
WE WILL BE GOOD FOR EACH OTHER OR IT IS FREE - Sign up with eTapestry, and if you don't raise more money with us than you were before, you'll get our software free for a year.
http://www.etapestry.com/beetle/
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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.
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Questions?