Next Step Conference Presentation

Using Your Database and the Internet to Truly Build Lasting Relationships Jay B. Love CEO and Co-Founder eTapestry

“ We are in the middle of a fundamental shift from mass media to the personal media of computers and the Internet , and charitable giving is a logical progression .” Paul Saffo Director of the Institute for the Future.

Photo credit: Sorin Brinzei

The Rules Still Apply (It’s all about relationships… not technology)

Know the Difference

How To Succeed

Average Hours Spent Per Week: Source: Forrester Research 2007 Gen Y (18-27) Gen X (28-41) Young Boomers (42-51) Older Boomers (52-62) Seniors (63+) Reading Newspapers (not online) 1.2 1.7 2.8 3.6 5.1 Reading Magazines (not online) 1.7 2.0 2.1 2.4 3.1 Playing Video Games 4.3 2.0 1.1 1.1 1.1 Watching DVDs or VHS 5.8 4.3 3.6 3.3 2.8 Listening to Radio (not online) 7.0 6.9 7.4 6.2 5.3 Watching TV 10.4 11.3 12.5 13.7 14.3 Using Internet, PC, Mobile Phone 28.8 22.3 19.6 18.6 16.7

Points to Note

The Internet is not just for kids anymore

The Internet is used by the educated and engaged

The Internet is not just for downloading music and fantasy football

The Internet is used by your constituents…or someone else's

"Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher

Use All Your Tools Together An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site E-Mail Print Other Tools

“ There’s no better, faster, easier and cheaper place to gather folks of like minds than a Web site.”

Carrie Johnson, Senior Analyst Forrester Internet Research

Power Of Your Web Site More than 50% said that they would NOT have taken further action if they had not first visited charity Web site Toward e-engagement Nonprofits and Individuals Engaging Online – Kellogg Foundation

A “before” and “after” example

They’re at YOUR Web Site, K.I.S.S .

Can they get something?

Can they do something?

Can they give something?

Your goal – to get something from them!

Keeping it Simple Prospect Website Gather Information Use Email Database

INTEGRATION is the KEY!

Speaking of Databases . . .

Full function fundraising & Internet based

Customized to the Benevon Model ™

Gives you access to data anytime, anywhere!

Tracks your prospects, pledges, and gifts

Eliminates systems administration tasks

Works on PC or Macintosh

Offers you lower, more managed costs

What is Next Step?

On-Line Database: eTapestry/Next Step

Reusable blocks… … that can be combined . Queries: A building block approach Individuals Interested in Art Total giving over $100 POE Guest Interested in Art Individuals Total giving over $100 Interested in Art POE Guest Individuals Total giving over $100 POE Guest

Individuals giving > $100 and Interest in Art Query Run Reports Mass Update Export for mailings Mass Email Export for reports Queries

Benchmark Reporting

How would you go about finding the number of lapsed donors and dollar amounts for them?

How do you compare your organization to others?

How do we measure success of our organization with similar groups?

Have your Board Members ever asked?

Benchmark Reporting

Direct Comparisons are Powerful

Accurate Data from Thousands of Non-Profits

Ability to Isolate Peer Groups

Focus Your Team on Areas with the Greatest Impact

Benchmark Reporting

Benchmark Reporting Giving Dynamics Report

Benchmark Reporting Benchmark Status Report

Search for any account in your database eTap Mobile

Hotlinks allow you to easily phone, email, or even get a map… eTap Mobile

… giving you instant tools for your mobile travels eTap Mobile

… detailing a donors financial support eTap Mobile

Add new contact information from your mobile device and have all the details… eTap Mobile

Pure Fundraising Tools: Matching Gifts

Quite Simply a Doubling of Donation Amounts!

Most Often Money that Falls Through the Cracks

Relationships, Relationships, Relationships

Again Leveraging Your Technology Investment

Matching Gifts

Pure Fundraising Tools: Recurring Gifts

The Foundation of many Fundraising Programs

Key in ePhilanthropy Transactions

Constituents become Investors rather than Donors

Technology makes it Easy

Recurring Gifts

Same Look and Feel as your Web site

Active buttons (home, contact us, etc)

Data flows directly into the database!

On-Line Donation Page

… connects donors to a custom online giving page (That’s IT!) A LINK on your website

The donor populates the form

The Foundation of the Communications Revolution

Expected by EVERY Generation Now

Use Properly or the Results are Worse than not

A Fraction of the Cost/Time of Other Forms of Communication

eMail

Email Key Functions

Tracking: bounces, opens, click-thrus

eMail

Subscription management: automated unsubscribe or opting out link

eMail

Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor eMail

You are NOW the Catalyst not the Originator

Where Thousands of New Relationships can Begin

Traffic you Always Dreamed of for your Web Site

Easier than you Think to Do

Web 2.0

Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users.

Online Video Use has Exploded Source: The Wall St. Journal , 2006

Social Networking Boom

1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends Social Networking Boom

Widgets on Social Sites

Podcasts

Message Boards

Wikipedia Exposure

Epilogue