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Embracing technology as a nonprofit 2010 seminar presentation
- 1. Embracing Technology as a Nonprofit! 2010 Seminar Brooke Csukas 6/22/2010
- 3. How is the economy affecting giving?
- 6. Benchmark Giving Dynamics Report
- 11. Who’s Behind the Money?
- 13. Building out your strategy: Acquisition Cultivation
- 14. Website Advanced Email Ecommerce Donor Database
- 16. Do you have an online social media strategy? What is happening when? Get involved Donate online Contact us Upcoming events
- 19. eTapestry can provide you with a simple link on your current website that will connect your donors to an online giving page (were those 95% of internet users will be looking to donate)
- 20. Where the donor will complete the online giving page
- 24. A visit to your website…
- 26. You create and send a newsletter using eTapestry correspondence.
- 29. How many responses might you get?
- 30. Well…. How many people received the email? Opened it? Clicked on the links?
- 35. Streamline the “Thank You” process without losing customization!
- 37. Time for a thank you…
- 46. Professional Email is Economical 5,000 emails $120 .02 25,000 emails $400 .016 50,000 emails $650 .013 100,000 emails $1000 .01 250,000 emails $2000 .008 500,000 emails $2500 .005 Plus 3 - 20 times the success in delivery!
- 48. Do you know who receives your email? (you can probably tell who doesn’t from all those bounce backs!)
- 49. But can you tell who received it, who didn’t, who opened the email, and who clicked on any links?
- 50. The importance of reporting:
- 67. Relationship Management | Outlook Integration
- 68. Relationship Management | Outlook Integration
- 69. Relationship Management | Outlook Integration
- 70. Relationship Management | Outlook Integration
- 76. eTapestry Support Charles Moore & Jason Oliver Kimberly Hammer, Abbey Schaefer & Susie Morris Geoff Arbuckle Ken Shuttleworth
- 80. What’s New | Personal Fundraising
- 82. 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!”
- 84. What’s New | Cart Module
- 85. What’s New | Cart Module eTapestry Database Cart Webpage
- 86. What’s New | Cart Module
- 87. What’s New | Cart Module
- 89. What’s New | Donor Login
- 90. What’s New | Donor Login
Editor's Notes
- Forcing organizations to change the ways of thinking and operating In our experience, organizations that are forging ahead and continuing to invest in their mission are beginning to emerge Open the floor for opinions on how the economy has affected overall giving
- Giving is down Average gift size is down Number of givers is down While we are only expecting fundraising to go down about 1% from the previous year, in typical years fundraising grows 4%. That means, we are working with a 5% deficit You have to be able to maximize your relationships with the donors you have so you can keep them Donor Fatigue You must be able to keep supporters engaged and inspired without over soliciting them You must be able to better target them for the appeals they are most likely to give to Increased competition Differentiate yourself by personalizing contacts you have with your supporters Position yourselves for the turn of the economy—anyone had success? Increased need for services Your community will need you now, more than ever and you are forced to do more with less Increased need for accountability Provide excellent stewardship to keep those relationships strong People are only going to keep giving if they know their gifts are being put to good use
- GET FEEDBACK !
- Regardless of the size of your organization, you are probably looking for a software solution for one – if not all– of these five reasons. With the economy the way it is, now’s NOT the time to hunker down . Nonprofits need to increase activity so they can thrive during this recession “ Do more with less” has always been the mantra of nonprofits, but now it’s even more than that. You need to drive results with fewer resources than you have ever had. Therefore you need to work smarter and more efficient And make the work you do count… Finally, you need to know what’s working, so you can replicate it and toss what doesn’t work
- For as long as there has been fundraising, friend-raising, membership drives, or any other types of nonprofit development, there have been two cornerstone strategies -> acquisition and cultivation. Acquisition -- adding new potential supporters to your list. Sending direct marketing pieces, events, networking. spread the word explain your organization’s reason for being to encourage prospects to learn more about you, and to motivate them to take an action that will benefit your mission. Once acquisition has occurred, an organization has a choice. The supporter can be released back into the pond, to be scooped up again when the next action is needed. Or, the supporter can be cultivated into having a larger and more meaningful role with the organization. Most development professionals agree that retaining donors is more efficient and ultimately more lucrative for the organization AND for the supporter…
- But in today’s economic climate cultivation of loyalty is even more important to your organization, because this is the way to success during economic hardship. But, how do you, as an organization, keep your supporters loyal to your cause? Especially when there is research out there showing that 90% of donors drop off before the 5 th renewal campaign??????? And 60% of donors give once and never give again to an organization????
- To truly focus on donor retention, you need to be thinking about the people BEHIND the money—not the money itself. In order to improve donor loyalty—keeping donors giving more often over a longer period of time—we need to spend more energy on giving them what they need to stay loyal to your cause.
- Provided that your buying what I’m saying, the next question will be, “Ok, so what do we need to do in order to keep our supporters loyal?” The answer is pretty simple and straightforward. Of course, getting to the information you need to make it happened can be difficult…. unless you have the technology to support it. Penelope Burke, CEO of Cygnus Applied Research, has broken this down pretty simply with statics to support. While the vast majority of donors may say they appreciate recognition, what they really want is: Prompt, personalized acknowledgement of their gifts Confirmation their gifts are being used as intended Measurable results on their gift’s work prior to being asked for another contribution Easy enough, right? Well let’s talk about a few of the things that are working against us as well as some of the things that are shaping the current landscape. But don’t get too nervous, there is a light at the end of the tunnel.
- Your technology partner can provide the tools you need to support the activities that ensure the success of your strategies. Specifically, technology should help you both ACQUIRE and RETAIN supporters by educating and engaging them as well as by inspiring them and stewarding them. TrueCRM™ Means: Creating online and offline experiences that build meaningful connections with constituents Making participation and involvement with your organization easy, fun, and compelling for supporters Providing tools that enable supporters to share stories and become deeply involved in the mission community Ensuring every interaction you have with constituents respects their entire history with your organization and demonstrates your appreciation for their involvement
- TRUE CRM: Your Internet strategy should incorporate everything from your online face (website), to your online communication (email), to your online giving (ecommerce), to the heart of your system – the database . When working with our eTapestry customers on an Internet strategy, we can happily tell them there is good news, and then there is better news. The good news is that we can take any one aspect and help them implement it. The better news is that we can make all the pieces work together in a coordinated, seamless fashion offering a True CRM (constituent relationship management) Solution.
- Christian Activity Center – St. Louis, MO Complete redesign vs. Few tweaks How many have a CMS site they can easily update? SOCIAL MEDIA!
- As you can see, there are many ways to interact with those who are visiting your website. You want to be able to give your visitors something but also get something from them in return. Imagine how big your donor base would be if you had the contact information for everyone who visited your website. A simple ‘ask’ is sometimes all you need.
- If you build it, will they come? Having a website is first priority Key steps to building/maintaining a successful website
- In our presentations and speaking opportunities around the country, we have found this to be true almost everywhere we go. We all use – and like to use – the Internet for ecommerce, but we often don’t give our donors the same opportunity.
- … built, hosted, and maintained by eTapestry plus it matches the look and feel of your website.
- Let’s say someone wanders onto your website wanting to learn more about you. You conveniently have a wonderful new website designed by eTapestry. They see your newsletter sign up and decide to put themselves on your mailing list.
- With an online newsletter sign-up page, they can send you their contact information and that information goes directly into your database as a new account.
- Next time you go to do a newsletter, they are going to be included. Using eTapestry’s correspondence feature, you create and send an appealing, stylish newsletter that details all of the good work that your group has been doing, and includes a link to your website and donation pages. The Correspondence editor allows you to quickly create a professional, attractive newsletter to share your message and links to your website and donation page.
- With eTapestry, our philosophy is to make EVERYTHING work together in regards to building and sending these e-mails.
- You send your email out to all of your newsletter recipients, including the new prospect, to update them on your latest projects, successes, and needs. Don’t forget to include a link back to your donation page – you never know when the newsletter will move someone to contribute!
- Did they open your email? Did they read it? What were they interested in? Using our Advanced Mass Email tool allows generate reports…
- … so you can see who received your email, opened it and what links they clicked on within the email. You can drill down into any of these categories to get a list of the constituents and even create custom queries to come back to at a later date for follow up. Newsletters – multiple stories, see who is interested in what Failed emails – periodically use this list to follow up for updated emails
- The new prospect reads an article in your newsletter about the recent projects your organization has been working on, and she is moved to donate. Good thing you included a link to your eCommerce donation page in the newsletter!
- Fantastic, the prospect has become a donor! Not only that, but she makes her gift a Recurring Monthly donation. The donation is automatically processed through the page…
- … both you and the donor receive emails confirming the successful transaction…. EQUI-KIDS Therapeutic Riding…. Using the customization of this email to create a ticket for event!
- … and the donation and a recurring gift schedule are set up in your database, and it will process automatically each month.
- People want PROMPT thank you letters use the Correspondence tool to send the donor a sincere and timely “Thank You” Letter. Run these as a group for all gifts that were entered for the day, week, month, etc., or you can use the Create Document option to run a single letter for one transaction.
- MORE and MORE templates
- Voila, a nice professional letter including your logo is generated. This is one example of our many templates. There are many to choose from - you can even create your own. How many of you use separate thank you letters depending on gift size? Where it came from , etc?
- Customer Case Study One Brick – Alexandria VA
- Recurring gifts go hand in hand with RETENTION!
- In summary, online communication has created a new kind of donor. Organizations that interactively interface with their constituents find it easier to cultivate their affinity for their mission and organization. Today’s donor is more comfortable online and needs information --they read email before snail mail; they expect personalized information that’s immediate and available to them on their own schedule.
- How many of you have checked your email already today? Computer? Phone? INEXPENSIVE for organizations Great EQUALIZER
- How many of you worry about DONOR FATIGUE? Ever asked your donors how/ when they want to be communicated with?
- Saw this briefly, but let’s dig in Log of all the emails you’ve sent Quick overview of important statistics from one mailing to the next
- Email reports are just ONE of the many types of reports I’m sure you’re all interested in!
- TOP DONOR report You decide number or percentage DRILL down!
- Now your board wants to measure and analyze your giving trends . eTapestry has a great suite of reports called Executive Reports that gives you those analytical tools. As an example the Giving Dynamics Report will show them your gain/loss statistics so far this year. Remember, You can schedule this report (and any other report) to automatically run once a month and be delivered to whom ever you choose including your board members.
- DRILL DOWN -- new donors
- How many of you review a list of new donors at board meetings?
- Based on the information from your board member, you decide it’s time to find out what this donor’s giving potential really is! eTapestry partners with Target Analytics who can do a wealth screening on your database to determine hidden wealth and potential major donors. Here is example of what the results might look like of such a screening.
- In the case of Jane P. donor in our wealthpoint screening, you find that the donor has the capacity to give a gift in the $XXXXXX+ range. Target Analytics and WealthPoint have various wealth screening options that return different levels of information to meet your needs.
- Now that you know this donor’s potential, and you have a Board Member with a connection, you decide to assign that Board Member as a solicitor of that donor using the relationship tracking capabilities of your database.
- Record the cultivation of a donor in one place --- so that everyone at the organization can access the information!
- And they show up on your welcome screen for you to reference and review each day.
- Part of better recordkeeping is being able to manage all the different complexities of relationships, interactions, communications, and future events. eTapestry is designed to be your central data source for all these things.
- That link lets you identify – and see – who this account has a relationship with. It can be any variety of relationships you see here.
- As a fundraiser, you understand the value of relationships, and the value of knowing how donors are connected so we have created relationship links for each account in your database.
- How many of you constantly pull up your outlook box to figure out what the last thing you sent to someone was?
- From this page I can add new items regarding contacts with this account. In this case I see I had a lunch meeting with John and I need to schedule a follow-up. So I choose calendar item from my list…
- … and it allows me to set an appointment for a follow up meeting.
- My calendar events also display on my welcome page when I log in, alerting me to the activities I have scheduled.
- Excel is not a database!!!
- We have talked a lot about the cultivation process and relationship management but equally important is data services. All the relationship building in the world isn’t going to get you the donations needed to be successful if you don’t have accurate data. eTapestry has teamed up with the experts of data service, Target Analytics, to offer you first class tools. 1. Donor Acquisition and Development We can help you not only keep more of your current donors, but help you find new ones and build lifelong relationships. 2. Prospect Research There are a lot of suspects in your database. How do you know which are the best prospects for you? Our prospect segmentation and wealth identification services can remove the guesswork. 3. Donor Performance and Benchmarking How do your donors measure up? Whether you want to see how you’ve done so far with DonorCentrics, how you compare to the industry with the National Index, or plan for the future with our Scenario Builders, we can help you find the answers. 4. Data Enrichment Services Keeping up with your donors can be a full-time job. We’re here to help with services that cover the spectrum from updating your contact info to identifying matching gifts you might be missing.
- Now that you know all about the tools that can help you succeed in your fundraising efforts we have award winning support specialist that can answer any of the questions you may have while utilizing all these tools. Not to mention for your convenience we have several ways to contact your customer support representative.
- You’re can easily submit your request for help to a Support team member…
- The support person notices a small issue with the query setup, and sends you step-by-step instructions for correcting it. You then send a copy of those instructions to yourself via email or print out the communication log for future reference.
- Some faces of our eTapestry support team!
- The foundation for good support however, is good training. We developed our training programs to be very different from traditional software training. Instead of force feeding you as much information as possible in a short classroom setting, we do our training online. It allows you to learn at a pace that suits you. It allows you to select the specific areas you need to focus on, and it gives you unlimited access. (review class options)
- If your board member is always on the go, and relying on a smart phone to keep organized - information can be added to the solicitee’s donor account “on the fly” using eTapestry Mobile. Easy to set up and included in your base service with eTapestry!
- With Personal Fundraising you take advantage of viral fundraising (one of the fastest growing and easiest ways to raise funds) by creating events/fundraisers/projects in eTapestry that generate a website where individuals who support your organization can create a team, support a cause, make a donation, etc. all by creating their own personal webpage and sending the link to family and friends.
- Team: You can create your own text for what your events is about, even including pictures Participant: And your participants can create their own fundraising pages. Creation of a Personal Fundraising site generates a unique URL link that your participants can sent out to their friends and family who will then go online and give a donation. The donations are automatically entered into you eTapestry database and the thermometer on the page is updated to reflect how much has been raised in relation to the goal.
- Your organization, the team and/or the individual can keep up to date with their own fundraising pages to monitor the progress. In addition to events like a 5k race, some common uses of the fundraising modules are small fundraisers held by your supporters, missionary support and special campaigns.
- The Cart allows you to manage your inventory within your eTapestry database and create web pages you can link to your own website for individuals to purchase your merchandise. Creating your inventory is simple and manageable within your eTapestry database.
- Items purchased are collected into a checkout screen for your donor/customers review.
- And they receive a receipt that looks like a sales order while you get the transaction recorded in your database with segmented lines for each piece of the transaction. New phase – able to handle additional monetary donations, free transactions, deductable and non-deductible transactions….
- Donor Login is a self service product that allows your donors to have a username/password which gives them access to their contact information and giving history.
- Your donors can send their updated information directly to you.
- We have used the word “TrueCRM” a lot through out this presentation, I hope now that you have a better understanding of what CRM is and we have successful shown you how eTapestry can help provide this solution. To Recap, TrueCRM is a single solution, one that combines these components into one so you can cross-reference this information, eliminate data silos, and really start to use this information and knowledge you are gaining to better align your strategies with where you want to be in the future. It’s important to note though that this integration is not merely data flowing back and forth between your data base, website donors etc. As demonstrated, it’s what you do with the knowledge you gain and how you turn it into action that makes an impact. Let me show you an example of True CRM and how important it is to see a complete, holistic view of your supporters.
- Curiosity is a powerful motivating force. Particularly in this economy, where organizations are all wondering if they’re weathering the storm better or worse than their peers. Our new campaign taps into that inherent curiosity, with the promise of seeing how you measure up. <notes for presenter> Go to live webpage for eTap promo and submit a request for benchmark reporting Run a mock report to show quickness and accountability of the reporting.