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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.

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Organize Your Donor Data With Telosa

  1. 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. 2. Using ReadyTalk <ul><li>Chat & raise hand </li></ul><ul><li>Mute = *6, Unmute = *7 </li></ul><ul><li>If you lose your internet connection, reconnect using the link emailed to you. </li></ul><ul><li>If you lose your phone connection, re-dial the phone number and re-join. </li></ul><ul><li>ReadyTalk support: 800-843-9166 </li></ul>
  3. 3. You are being recorded… <ul><li>This seminar will be available on the TechSoup website along with past webinar presentations: </li></ul><ul><ul><li> </li></ul></ul><ul><li>You will receive a link to this presentation, materials, and links. </li></ul><ul><li>Ask follow-up questions in the Fundraising Forum: </li></ul><ul><ul><li> </li></ul></ul><ul><li>Twitter hashtag: #tstweb </li></ul>
  4. 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. 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. 6. Agenda <ul><li>Introduction to Exceed! Basic 3.0 </li></ul><ul><li>- Broad features </li></ul><ul><li>- How it has helped one nonprofit </li></ul><ul><li>- Exceed! Basic through TechSoup </li></ul><ul><li>Digging Deeper </li></ul><ul><li>- Step-by-step features </li></ul><ul><li>- Case study: Valley Animal Center experience </li></ul><ul><li>Resources and Comparisons </li></ul><ul><li>Q&A </li></ul><ul><li>Wrap-Up </li></ul>
  7. 7. Introduction to Exceed! Basic 3.0
  8. 8. Telosa’s Background <ul><li>Founded in 1986. Susan Packard Orr, Founder & CEO </li></ul><ul><li>Work exclusively with nonprofits </li></ul><ul><li>Exceed! Basic entry level program for small nonprofits </li></ul><ul><li>Exceed! Premier for mid-large nonprofits </li></ul>
  9. 9. What Is Exceed! Basic <ul><li>Contact Management (Donors, Prospects, Clients) </li></ul><ul><li>Fundraising Management (Gifts, Pledges, Dues) </li></ul><ul><li>Mailings and Data Exports (Excel,Word,Email) </li></ul><ul><li>Microsoft Outlook Sync </li></ul><ul><li>Comprehensive Reports </li></ul><ul><li>Drill Down Reporting </li></ul><ul><li>Interface for Vertical Response Email Marketing </li></ul><ul><li>Importer/Exporter </li></ul><ul><li>Membership Management </li></ul><ul><li>QuickBooks Accounting Interface </li></ul>
  10. 10. Why Exceed! Basic <ul><li>Fundraising Software program used by 1000’s of nonprofits </li></ul><ul><li>Supported by company with over 20 years experience </li></ul><ul><li>Extremely affordable initially and ongoing support and training </li></ul><ul><li>Upgrade path, no premium charged, no data lost in conversion. </li></ul>
  11. 11. Who We Are & How Exceed! Basic Helped Us!
  12. 12. Overall Benefits to Our Organization <ul><li>Went from old-fashioned spreadsheets to a real donor management system </li></ul><ul><li>Manage donors and potential donors easily and quickly pull records </li></ul><ul><li>Ability to take donations in honor or memory of a person or pet </li></ul><ul><li>Seamless reporting process </li></ul>
  13. 13. TechSoup’s Discounted Telosa Product Additional information can be found at: http:// = TechSoupMain&category_name = Telosa&product_id =G-3108&Cat1= Telosa&CatCount =1
  14. 14. Digging Deeper: Features and Case Study
  15. 15. Exceed! Basic Features continued…
  16. 16. Customizability continued…
  17. 17. Gift Tracking and Payment History continued…
  18. 18. Easy Mail Merge for Donor Follow-Up continued…
  19. 19. Sample Thank You Letter continued…
  20. 20. Quick Reporting continued…
  21. 21. Easy Stats and Charts continued…
  22. 22. Detailed Drill-Down Reporting continued…
  23. 23. Sorting Features continued…
  24. 24. Batch Thank Yous and Group Exports continued…
  25. 25. Email Blasts with Vertical Response continued…
  26. 26. Kelly’s Five Favorite Features <ul><li>1. Donor, Prospect and Client Tracking </li></ul><ul><ul><li>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). </li></ul></ul><ul><li>2. Gift Tracking </li></ul><ul><ul><li>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.  </li></ul></ul>
  27. 27. Kelly’s Five Favorite Features <ul><li>3. Memorial / Honorarium Details </li></ul><ul><ul><li>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. </li></ul></ul><ul><li>4. Donor Lists for Newsletters </li></ul><ul><ul><li>For a newsletter or solicitation mailing, we can extract a mailing list by running specific reports to cherry-pick a desired group. </li></ul></ul><ul><li>5. Top Donors Over Any Period </li></ul><ul><ul><li>We can run reports to produce our top 25, 50, etc. donors overall, or for a given year or period of time. </li></ul></ul>
  28. 28. Resources & Comparisons
  29. 29. Donor Management Comparisons <ul><li>A Few Good Donor Management Tools </li></ul><ul><li> </li></ul><ul><li>Donor Management Software Comparison </li></ul><ul><li> </li></ul><ul><li>Choosing a Low-Cost Donor Management System </li></ul><ul><li> </li></ul><ul><li>Inexpensive Donor Databases </li></ul><ul><li> </li></ul>
  30. 30. Get the Most Out of Telosa <ul><li>Go to our website to learn more: </li></ul><ul><li> </li></ul><ul><li>When you visit you’ll be able to… </li></ul><ul><ul><ul><li>Download the Exceed! Basic Demo </li></ul></ul></ul><ul><ul><ul><li>Sign up to attend a live Telosa webinar </li></ul></ul></ul><ul><ul><ul><li>Read what others are saying about Exceed! Basic </li></ul></ul></ul><ul><ul><ul><li>Learn about special discounted packages for TechSoup recipients including training, technical support and other services </li></ul></ul></ul>
  31. 31. Get the Most Out of Telosa <ul><li>Here are some helpful links: </li></ul><ul><li>Full Demo: </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li>Telosa Free Webinars: </li></ul><ul><li> </li></ul><ul><li>Training Resources: </li></ul><ul><li> </li></ul>
  32. 32. Exceed Basic Upgrade Options <ul><li>Exceed! Premier for </li></ul><ul><ul><li>Event Tracking </li></ul></ul><ul><ul><li>Campaign Module </li></ul></ul><ul><ul><li>Grant Module </li></ul></ul><ul><ul><li>Volunteer Scheduling </li></ul></ul><ul><ul><li>Prospect Research Module- Wealth Engine and Donor Search </li></ul></ul><ul><ul><li>Social Networking- </li></ul></ul>
  33. 33. Questions? Submit your questions using the chat box.
  34. 34. Continue the Discussion… <ul><li>Additional questions can be answered by posting in the Fundraising Community Forum: </li></ul><ul><ul><li> </li></ul></ul>
  35. 35. Get the Most Out of TechSoup <ul><li>At TechSoup, you’ll find a range of technology services to help your nonprofit: </li></ul><ul><ul><li>Read helpful articles in our Learning Center </li></ul></ul><ul><ul><li>Request donated software , hardware, and online services </li></ul></ul><ul><ul><li>Join our community forums to learn from your colleagues </li></ul></ul><ul><ul><li>Browse upcoming events and conferences </li></ul></ul>
  36. 36. Upcoming Webinars <ul><li>Hidden Gems: TechSoup Donations for Libraries </li></ul><ul><li>Wednesday, October 28, 11 a.m. Pacific time </li></ul><ul><li>Visit for </li></ul><ul><li>more upcoming free events! </li></ul>
  37. 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:
  38. 38. Thank you! Please complete the post event survey! Becky Wiegand,, 415-633-9476