Organize Your Donor Data With Telosa

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This online seminar was recorded and the PowerPoint presentation saved, so both can be accessed by clicking on the links to the right. Have questions? Visit our Fundraising Forum. …

This online seminar was recorded and the PowerPoint presentation saved, so both can be accessed by clicking on the links to the right. Have questions? Visit our Fundraising Forum.

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  • This webinar will be most useful for organizations who are interested in starting a program and want a better sense of the process

Transcript

  • 1. Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by
  • 2. Using ReadyTalk
    • Chat & raise hand
    • Mute = *6, Unmute = *7
    • If you lose your internet connection, reconnect using the link emailed to you.
    • If you lose your phone connection, re-dial the phone number and re-join.
    • ReadyTalk support: 800-843-9166
  • 3. You are being recorded…
    • This seminar will be available on the TechSoup website along with past webinar presentations:
      • www.techsoup.org/go/webinars
    • You will receive a link to this presentation, materials, and links.
    • Ask follow-up questions in the Fundraising Forum:
      • http://forums.techsoup.org/cs/forums/t/29333.aspx
    • Twitter hashtag: #tstweb
  • 4. Organize Your Donor Data with Telosa Presenters: Ann Troussieux, Telosa Andy Menefee, Telosa Kelly Joos, Valley Animal Center Becky Wiegand, TechSoup Sponsored by
  • 5. Today’s Speakers Kelly Joos Valley Animal Center Ann Troussieux Telosa Becky Wiegand TechSoup Andy Menefee Telosa Answering Chat Questions Chris Fink, Telosa and Kami Griffiths, TechSoup
  • 6. Agenda
    • Introduction to Exceed! Basic 3.0
    • - Broad features
    • - How it has helped one nonprofit
    • - Exceed! Basic through TechSoup
    • Digging Deeper
    • - Step-by-step features
    • - Case study: Valley Animal Center experience
    • Resources and Comparisons
    • Q&A
    • Wrap-Up
  • 7. Introduction to Exceed! Basic 3.0
  • 8. Telosa’s Background
    • Founded in 1986. Susan Packard Orr, Founder & CEO
    • Work exclusively with nonprofits
    • Exceed! Basic entry level program for small nonprofits
    • Exceed! Premier for mid-large nonprofits
  • 9. What Is Exceed! Basic
    • Contact Management (Donors, Prospects, Clients)
    • Fundraising Management (Gifts, Pledges, Dues)
    • Mailings and Data Exports (Excel,Word,Email)
    • Microsoft Outlook Sync
    • Comprehensive Reports
    • Drill Down Reporting
    • Interface for Vertical Response Email Marketing
    • Importer/Exporter
    • Membership Management
    • QuickBooks Accounting Interface
  • 10. Why Exceed! Basic
    • Fundraising Software program used by 1000’s of nonprofits
    • Supported by company with over 20 years experience
    • Extremely affordable initially and ongoing support and training
    • Upgrade path, no premium charged, no data lost in conversion.
  • 11. Who We Are & How Exceed! Basic Helped Us!
  • 12. Overall Benefits to Our Organization
    • Went from old-fashioned spreadsheets to a real donor management system
    • Manage donors and potential donors easily and quickly pull records
    • Ability to take donations in honor or memory of a person or pet
    • Seamless reporting process
  • 13. TechSoup’s Discounted Telosa Product Additional information can be found at: http:// www.techsoup.org/stock/product.asp?catalog_name = TechSoupMain&category_name = Telosa&product_id =G-3108&Cat1= Telosa&CatCount =1
  • 14. Digging Deeper: Features and Case Study
  • 15. Exceed! Basic Features continued…
  • 16. Customizability continued…
  • 17. Gift Tracking and Payment History continued…
  • 18. Easy Mail Merge for Donor Follow-Up continued…
  • 19. Sample Thank You Letter continued…
  • 20. Quick Reporting continued…
  • 21. Easy Stats and Charts continued…
  • 22. Detailed Drill-Down Reporting continued…
  • 23. Sorting Features continued…
  • 24. Batch Thank Yous and Group Exports continued…
  • 25. Email Blasts with Vertical Response continued…
  • 26. Kelly’s Five Favorite Features
    • 1. Donor, Prospect and Client Tracking
      • When a donor calls or comes in person to the facility, we can look up their biographical and giving history profile quickly to know about the donor and/or friend of the organization to include their most recent gift, what appeal they gave to, how much their donation was, and their cumulative giving. (It is a quick snapshot).
    • 2. Gift Tracking
      • All donations and sale purchases are entered under a person’s profile with specific codes to show the designation of the donation and/or sale. We can then pull up an individual’s giving history to see all these transactions, or we can pull a general report based on all individuals who have contributed to a specific fund or appeal. 
  • 27. Kelly’s Five Favorite Features
    • 3. Memorial / Honorarium Details
      • When we receive numerous gifts in memory of or in honor of someone, we can create a code for this, and later retrieve a comprehensive list of all those who gave for this particular memorial/honorarium.
    • 4. Donor Lists for Newsletters
      • For a newsletter or solicitation mailing, we can extract a mailing list by running specific reports to cherry-pick a desired group.
    • 5. Top Donors Over Any Period
      • We can run reports to produce our top 25, 50, etc. donors overall, or for a given year or period of time.
  • 28. Resources & Comparisons
  • 29. Donor Management Comparisons
    • A Few Good Donor Management Tools
    • http://www.techsoup.org/learningcenter/funding/page10942.cfm
    • Donor Management Software Comparison
    • http://www.techsoup.org/learningcenter/databases/page5961.cfm
    • Choosing a Low-Cost Donor Management System
    • http://www.techsoup.org/learningcenter/databases/page11928.cfm
    • Inexpensive Donor Databases
    • http://www.techsoup.org/learningcenter/databases/archives/page10169.cfm
  • 30. Get the Most Out of Telosa
    • Go to our website to learn more:
    • www.telosa.com/techsoup
    • When you visit you’ll be able to…
        • Download the Exceed! Basic Demo
        • Sign up to attend a live Telosa webinar
        • Read what others are saying about Exceed! Basic
        • Learn about special discounted packages for TechSoup recipients including training, technical support and other services
  • 31. Get the Most Out of Telosa
    • Here are some helpful links:
    • Full Demo:
    • http://www.telosa.com/demo/success.html
    • http://www.telosa.com/demo/index.html
    • Telosa Free Webinars:
    • http://www.telosa.com/order/eb_webinar.html
    • Training Resources:
    • http://www.telosa.com/services/training.html
  • 32. Exceed Basic Upgrade Options
    • Exceed! Premier for
      • Event Tracking
      • Campaign Module
      • Grant Module
      • Volunteer Scheduling
      • Prospect Research Module- Wealth Engine and Donor Search
      • Social Networking- GiveZooks.com
  • 33. Questions? Submit your questions using the chat box.
  • 34. Continue the Discussion…
    • Additional questions can be answered by posting in the Fundraising Community Forum:
      • http://forums.techsoup.org/cs/forums/t/29333.aspx
  • 35. Get the Most Out of TechSoup
    • At TechSoup, you’ll find a range of technology services to help your nonprofit:
      • Read helpful articles in our Learning Center
      • Request donated software , hardware, and online services
      • Join our community forums to learn from your colleagues
      • Browse upcoming events and conferences
  • 36. Upcoming Webinars
    • Hidden Gems: TechSoup Donations for Libraries
    • Wednesday, October 28, 11 a.m. Pacific time
    • Visit www.techsoup.org/go/webinars for
    • more upcoming free events!
  • 37. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday   1:00 pm Mountain Standard Time (MST) Wednesday   9:00 am MST Thursday   1:00 pm MST Friday   9:00 am MST For more information: pages.readytalk.com/techsoup.html
  • 38. Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476