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Page 1: eTapestry Webinar 2010

Embracing Technology as a Nonprofit eTapestry Prospect Webinar

Your presenter:

Matt McNulty

[email protected]

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

Email

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?


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