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Existing Customer Seminar--A Year in the Life of a New Donor


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Existing Customer Seminar--A Year in the Life of a New Donor

  1. 1. A year in the life of a new donor<br />
  2. 2. Today’s Focus<br /> What this session is…<br /> What this session is not…<br />
  3. 3. .<br />A year in the life of a new donor<br />
  4. 4. A visit to your website…<br />
  5. 5. This just in…<br />A new prospect signs up to receive your newsletter!<br />
  6. 6. News you can use…You create and send a newsletter using eTapestry correspondence.<br />
  7. 7. Sending the Email<br />A few quick clicks, and the email is sent<br />&quot;The e-newsletter is an inexpensive way to give coherency and consistency to our marketing campaign,&quot; Michael Wachter, Columbus Gay Mens Chorus<br />
  8. 8. Measuring your successHow many responses might you get?<br />
  9. 9. Measuring your successHow many responses might you get?<br />
  10. 10. I’m hooked!<br />The prospect reads your newsletter & decides to donate.<br />
  11. 11. A donation!<br /> She visits your donation page & donates! <br />
  12. 12. A donation!<br /> …you both receive confirmation emails…<br />
  13. 13. A donation!<br /> …and it’s automatically added to your database, too.<br />&quot;eCommerce gives us the ability to automate transactions and keep records on everything,&quot; Allison Broihier, Pasco Education Foundation<br />
  14. 14. Time for a thank you…<br />
  15. 15. Time for a thank you…<br />
  16. 16. Reporting… Measure your results<br />
  17. 17. Check your Fund Activity<br />
  18. 18. And your Approach Analysis report<br />
  19. 19. Measuring how you’re doing…<br /> Compare one time period to another…fast!<br />
  20. 20. Scheduling a Report<br />
  21. 21. Measuring how you’re doing…<br />
  22. 22. A revelation in your next Board meeting…<br /> A familiar name with a personal connection…..<br />
  23. 23. Analysis reveals even more…<br />WealthPoint screening further backs up your board member’s assessment.<br />“I’ve discovered that very few of the richest people on our list have given anything to us…and some have given very small gifts. So this tells me that we haven’t done much over the years to connect with them in a meaningful way, build relationship and give them a reason to give.” - Rich Avery, Wesleyan Native American Ministries<br />
  24. 24. Analysis reveals even more…<br />
  25. 25. Cultivation makes your donors grow!<br />You assign a the Board Member to solicit this new donor.<br />&quot;For a small non-profit with a very small staff, such as Komen Indianapolis, eTapestry is a very helpful, effective tool. Such a powerful database with limitless customer service at such an affordable price is hard to believe.&quot; – Letha Keslar, Susan G. Komen Indianapolis<br />
  26. 26. Cultivation makes your donors grow!<br /> For Impact can help you determine which donors to pursue.<br />
  27. 27. Cultivation makes your donors grow!<br />
  28. 28. Cultivation makes your donors grow!<br />
  29. 29. Cultivation makes your donors grow!<br />The details of the cultivation steps can be recorded on the Journal as Contacts.<br />
  30. 30. Cultivation makes your donors grow!<br />
  31. 31. Cultivation makes your donors grow!<br /> Calendar Items act as reminders to keep you organized.<br />
  32. 32. On the road again…<br />eTap mobile allows you to keep up to date, even when on the go.<br />“It gives me peace of mind knowing that I can access the most important <br />information about our organization—which is our database—through my PDA <br />seven days a week, 24 hours a day,&quot;  Randy Peterson, Delta Sigma Phi<br />
  33. 33. No place like Home…<br />Customizing the Home page allows users to see just what they want to see.<br />
  34. 34. No place like Home…<br />
  35. 35. Welcome back!<br />Our favorite Welcome Page option? The Favorite Reports & Queries Tile!<br />
  36. 36. Welcome back!Quick and easy reporting…<br />
  37. 37. Welcome back!Quick and easy reporting…<br />
  38. 38. Congratulations – another gift!<br /> The Board Member has been so successful in her efforts with this donor that the donor decides to give a sizeable donation!<br />
  39. 39. And now, the end is near… <br /> Time for end of year reporting & receipts! What to do if your queries aren’t quite right?<br />
  40. 40. I need some Support!<br /> The IM Support option allows the Support team to diagnose and troubleshoot your issues in no time!<br />Amber Smaltz <br /> Support Specialist<br />
  41. 41. I need some Support!<br /> After the chat, you can use the links at the top to print or email yourself a copy of the chat. <br />&quot;Every year we use the database more and more. It&apos;s so user-friendly, and &apos;instant message&apos; support is so convenient - the chat feature makes it so easy to contact the support team when we need to.&quot; – Janet Hiatt, School on Wheels<br />
  42. 42. Geoff Arbuckle<br />eTapestry Support<br />Charles Moore & Jason Oliver<br />Kimberly Hammer, Abbey Schaefer & Susie Morris<br />Ken Shuttleworth<br />
  43. 43. I need some Support!<br />
  44. 44. Receipts are a go, now on to Reports…<br /> Now that you’ve got your receipt query set, you can move on to some reporting, like the Top Donor Report.<br />&quot;Since using eTapestry in 2008, we have more than doubled our gifts during our annual campaign (compared to 2007), and we have also increased the average gift as well as the total number of donors. The software helps us raise and save more money, which is invaluable to charities in these challenging times. Thanks, eTapestry!” <br />- Jennifer Willis, One Brick<br />
  45. 45. A little Recognition goes a long way…<br /> Another great option, the Recognition Report allows you to sort donors by giving level, or by the areas they gave to.<br />
  46. 46. !<br />A year in the life of a new donor<br />
  47. 47. What’s new at eTapestry?<br />
  48. 48. Personal Fundraising<br />
  49. 49. Personal Fundraising<br />Registration – Team Options<br />
  50. 50. Personal Fundraising<br />Team Page<br />
  51. 51. Personal Fundraising<br />Participant Page<br />
  52. 52. Personal Fundraising<br />Team Fundraising Center<br />&quot;I think the personal fundraising page had a huge impact on our success. <br />We&apos;ve received feedback that it was very donor friendly. Thanks a lot!“ -<br />Erin Bullman, IRCIL<br />
  53. 53. Cart<br />Sell items on your website…<br />
  54. 54. Cart<br />Purchase transactions that <br />look like purchases:<br /><ul><li>Purchases stored as Orders, not as Gifts
  55. 55. Separate Sales Tax line item (for US States)
  56. 56. Separate Shipping Fee line item </li></li></ul><li>CartEntering items is easy!<br />Cart Webpage<br />eTapestry <br />
  57. 57. CartCustomize your preferences<br />
  58. 58. Cart ….a purchase!<br />
  59. 59. Cart ….a purchase!<br />
  60. 60. Donor Login/Member Look Up<br /> Give you donors self service access to their information<br />
  61. 61. Donor Login<br /> Update contact information<br />
  62. 62. Donor Login<br /> See giving history and outstanding pledges<br />
  63. 63. Donor Login<br /> And even make a <br /> payment on a pledge<br />
  64. 64. Member Look Up<br /> search for other individuals affiliated with your organization<br />
  65. 65. Member Look Up<br /> search for other individuals affiliated with your organization<br />
  66. 66. Member Look Up<br /> communicate with other individuals in a secure way<br />
  67. 67. Questions?<br />eTapestry at Thanksgiving <br />