This document provides a summary of how a new donor may interact with an organization over the course of a year using the eTapestry donor database software. It describes how a prospect may sign up for a newsletter, make a donation in response, and then be cultivated as a donor through follow up communication, additional gifts, and recognition of giving. It also highlights some of the reporting and administrative features of eTapestry that allow the organization to track results and communicate with the donor.
Existing Customer Seminar--A Year in the Life of a New Donorbrooke.csukas
This document describes a new donor's experience with an organization over the course of a year using the eTapestry fundraising platform. It shows how the donor signs up for a newsletter, makes an initial donation, is cultivated by a board member which leads to a larger donation, receives end of year tax receipts, and has access to donor portal features. It also highlights how eTapestry allows organizations to automate processes, access support, and customize features to improve fundraising and reporting.
This document summarizes a year in the life of a new donor to a nonprofit organization using eTapestry fundraising software. It describes key events and touchpoints over the course of cultivation and engagement, including the donor signing up for a newsletter, making an initial donation, ongoing communication and cultivation leading to increased giving, and end-of-year reporting activities. It highlights various features of the eTapestry platform that support these activities.
The document describes the capabilities and features of eTapestry fundraising software through a hypothetical scenario of a nonprofit organization cultivating a new donor over the course of a year. Key events include sending a newsletter that hooks the new donor, receiving an initial donation, cultivating the donor through board member outreach, receiving a larger donation, producing end-of-year reports and receipts, and recognizing top donors. The document also highlights additional eTapestry features like personal fundraising pages, online transactions, donor login access, and benchmark reporting capabilities.
The document discusses three key things nonprofits need to do to effectively fundraise online: 1) Accept donations on their website using Custom DonateNow which allows donors to make recurring donations and receive tax receipts; 2) Communicate with supporters through email marketing using EmailNow; and 3) Drive traffic to their site through free training, tips, and internet strategy resources. It also provides pricing details for Custom DonateNow and EmailNow services and examples of pages created with each tool.
The document discusses the importance of appreciation marketing and building strong customer relationships through gratitude. It recommends expressing thanks to customers, remembering their names, caring about them as individuals, and investing in the relationships through regular contact and appreciation. Maintaining high-quality customer relationships leads to increased loyalty, referrals, and profits while requiring less marketing costs and effort.
Lisa Colton, founder of Darim Online, presents to the Synergy Seminar at the UJA Federation of NY on how synagogues can be using online tools to accept donations and to promote their cause. 3/09
The document discusses the importance of gratitude and thank you letters for nonprofit organizations. It outlines 4 key components of an effective thank you letter: being personal, tangible, emotional, and making it about the donor rather than the organization. Nonprofits that properly thank donors stand out, help bond donors to the cause, and increase the chances donors will continue supporting and giving.
Existing Customer Seminar--A Year in the Life of a New Donorbrooke.csukas
This document describes a new donor's experience with an organization over the course of a year using the eTapestry fundraising platform. It shows how the donor signs up for a newsletter, makes an initial donation, is cultivated by a board member which leads to a larger donation, receives end of year tax receipts, and has access to donor portal features. It also highlights how eTapestry allows organizations to automate processes, access support, and customize features to improve fundraising and reporting.
This document summarizes a year in the life of a new donor to a nonprofit organization using eTapestry fundraising software. It describes key events and touchpoints over the course of cultivation and engagement, including the donor signing up for a newsletter, making an initial donation, ongoing communication and cultivation leading to increased giving, and end-of-year reporting activities. It highlights various features of the eTapestry platform that support these activities.
The document describes the capabilities and features of eTapestry fundraising software through a hypothetical scenario of a nonprofit organization cultivating a new donor over the course of a year. Key events include sending a newsletter that hooks the new donor, receiving an initial donation, cultivating the donor through board member outreach, receiving a larger donation, producing end-of-year reports and receipts, and recognizing top donors. The document also highlights additional eTapestry features like personal fundraising pages, online transactions, donor login access, and benchmark reporting capabilities.
The document discusses three key things nonprofits need to do to effectively fundraise online: 1) Accept donations on their website using Custom DonateNow which allows donors to make recurring donations and receive tax receipts; 2) Communicate with supporters through email marketing using EmailNow; and 3) Drive traffic to their site through free training, tips, and internet strategy resources. It also provides pricing details for Custom DonateNow and EmailNow services and examples of pages created with each tool.
The document discusses the importance of appreciation marketing and building strong customer relationships through gratitude. It recommends expressing thanks to customers, remembering their names, caring about them as individuals, and investing in the relationships through regular contact and appreciation. Maintaining high-quality customer relationships leads to increased loyalty, referrals, and profits while requiring less marketing costs and effort.
Lisa Colton, founder of Darim Online, presents to the Synergy Seminar at the UJA Federation of NY on how synagogues can be using online tools to accept donations and to promote their cause. 3/09
The document discusses the importance of gratitude and thank you letters for nonprofit organizations. It outlines 4 key components of an effective thank you letter: being personal, tangible, emotional, and making it about the donor rather than the organization. Nonprofits that properly thank donors stand out, help bond donors to the cause, and increase the chances donors will continue supporting and giving.
Artez australia seminar july 2010 sharePhilip King
This document provides tips and case studies for online fundraising. It discusses how people are more interested in donating online but many have not done so before. It emphasizes that people give to other people and sharing stories online can encourage donations. Case studies show that identifying "sneezer" super fundraisers who inspire others and asking people to fundraise in groups can significantly increase donations and participation in fundraising campaigns. Testing and optimizing digital campaigns is important to improve conversion rates from visitors to donors.
- Customers are more likely to do business with and refer companies they remember. Regular communication through personalized cards is an affordable way to stay top-of-mind.
- Successful business people like Tom Hopkins and Joe Girard sent thousands of thank you cards annually, contributing to their referrals and sales.
- Services like SendOutCards allow sending cards easily from your computer with one click, keeping in contact with customers for less than $1 each.
More Money, Fewer Problems (SXSWedu Panel Picker Pitch Deck)Nadia Williams
So many education programs fall through because of a lack of support or funding. Learn from an educator and professional fundraiser strategies to help you ensure that your school or community project gets off the ground!
This presentation talks about how to double your business through building better relationships with your customers. It looks at the key statistics that talk about the importance of maintaining customers and then gives a very simple and cost effective strategy, using the power of thankfulness, to bring significant income from your customers.
CanadaHelps is a public foundation that provides online donation processing for charities. It was founded in 2000 by three university students to make charitable giving easier. Over 9,000 charities have registered with CanadaHelps, which has processed over $150 million in donations. Registering provides benefits like affordable fees, tax receipts, an online donate button, and faster access to funds through electronic transfers. The registration process involves submitting basic organization information and banking details.
Ghosts are scary; raising money online is notFirstGiving
Whether your offline fundraising events have been successful in the past or not, bringing them online can be a rather frightening prospect. If the thought of transitioning to an online fundraising system seems daunting, find out what should really scare you: missing out on what you could be reaping from raising money online.
Marketing Bequests: The Delicate Art of Asking for That Final GiftBloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will teach you a proven way to elicit bequests from your current donors. He will tell you the right words, style, and tone to use.
Tammy Zonker presents on the five donor love languages: 1) hands on service, 2) words of affirmation, 3) tokens of appreciation, 4) quality time, and 5) proof of impact. She discusses how expressing gratitude through these love languages can help nonprofits retain donors by making them feel appreciated. The presentation includes examples of engaging donors through hands-on volunteering, personalized thank you letters and notes, mission-related gifts, face-to-face meetings, and sharing impact stories. Zonker urges nonprofits to communicate with donors using their unique love language to develop lasting relationships.
All smart Internet Marketers and list owners know that “the money is in the list”. And I
know you are one of them, too!
Therefore, every marketer who firmly believes in how much business, influential power
and wealth a mailing list can bring are doing just about any and every way possible to
build their mailing list.
That’s why you see marketers running advertising campaigns such as:
Pay-Per-Click
Ad Swaps,
Article Marketing,
Joint Ventures,
Affiliate Recruitment Drive,
Press Releases,
Traffic Exchanges,
Paid E-zine/Web Advertising, and
Much more than this list can bear!
This document discusses how traditional marketing approaches are broken and ineffective given today's fragmented media landscape and tight budgets. It argues that businesses need a new approach focused on engaging a smaller number of high-value customers in meaningful relationships to get "more from less". Specifically, the key points are: 1) traditional channels like TV, mail and phone no longer work individually; 2) budgets are shrinking yet marketing needs to reach more people; and 3) long-term customer engagement is needed over transient promotions to build loyalty and increase customer lifetime value.
The document provides guidance on how to celebrate and engage with new donors through a welcome package and ongoing communication. It recommends sending a thank you letter, welcome newsletter, and donor survey to collect preferences. It also suggests creating a donor calendar, developing a communication plan, and emphasizing storytelling to show donors how their donations are making an impact. The goal is to build strong relationships and encourage repeat donations through personalized, multi-channel engagement.
Cases for Support that Excite, Inspire and Ignite your DonorsBloomerang
https://bloomerang.co/resources/webinars/
Leah Eustace, ACFRE will outline the power of a strong case in building support, both internally and externally, and give you the tools to make it happen in your own organization.
Recording - http://www.youtube.com/watch?v=biRzhxh0gV4
Learn why over 10000 charities have signed up for secure online donations through CanadaHelps.org.
Topics we cover:
- Why did my charity get this cheque from CanadaHelps?
- How can my charity use CanadaHelps to raise funds online?
- How does my charity sign up?
- Much more!
Donor Communication In The Wake of COVID-19Bloomerang
https://bloomerang.co/resources/webinars/
Join our special guest Rachel Muir, CFRE for a webinar dedicated to helping you and your organization navigate these turbulent times.
Chimp is an online fundraising tool that allows individuals and organizations to easily donate to and fundraise for Canadian charities. It provides automatic tax receipting, social fundraising capabilities, and donation matching. Chimp has raised over $23 million for more than 3,000 Canadian charities to date with a competitive 1% transaction fee. The tool empowers people to support causes and charities through an all-inclusive and cost-effective online solution.
How to Speak Well (Enough) With Your Extraordinary Family of Trusting Support...Bloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will show you how your organization can not only fundraise BUT emotionally BOOST your supporter base in the midst of the COVID-19 crisis.
Are you in the arts and thinking about a Customer Relationship Manager / Constituent Relationship Manager? This was the PPT from a 60 min presentation given on the subject.
The Missing Middle: Cultivating a Deeper Connection to Mid-Level Donors and B...ImpactDC
This presentation discusses strategies for engaging "middle donors", or donors who give between $1,000-$4,999. It provides a case study of Share Our Strength's mid-tier ambassador program, which trained staff to regularly communicate with and steward a small group of mid-tier donors. The program resulted in increased donor engagement, fundraising revenue, and staff development. The presentation emphasizes treating mid-tier donors like valued insiders, positioning them within an organization's mission and solutions, and encouraging donors to increase their support.
The document discusses how nonprofits can implement and use technology like email, websites, and online fundraising with little to no cost. It provides statistics on current technology use among nonprofits and estimates that online fundraising for nonprofits has grown significantly in recent years. Specific free or low-cost tools are recommended that allow nonprofits to better communicate, track supporters, and increase donations.
You've Built A Website, Now Lets Build A RelationshipJohn Applegate
The document discusses how non-profits can use the internet and technology to build relationships with donors and further their mission. It provides tips on establishing an informative website, collecting email addresses, offering online giving and content, using email campaigns and social media, and storing donor information in a database to segment and personalize communications. The key is integrating online and offline activities to expand fundraising through stronger donor relationships.
The document discusses how non-profits can leverage social media, such as Facebook, YouTube, and Twitter, to increase visibility and fundraising. It provides tips on optimizing websites and creating a presence on various social media platforms. Real-life examples are presented that show how engaging video and interactive content on email campaigns and social media can boost online donations.
The document summarizes a presentation given by John Applegate of eTapestry on July 27, 2010 about how their fundraising software can help non-profits embrace technology. The presentation covers how the economy is affecting donor behavior and nonprofit fundraising challenges. It then outlines eTapestry's solutions for donor databases, online fundraising, email marketing, reporting, and mobile access that help nonprofits better acquire, cultivate, and steward donor relationships. Testimonials are provided on how eTapestry has helped other nonprofits increase their fundraising goals and success.
Artez australia seminar july 2010 sharePhilip King
This document provides tips and case studies for online fundraising. It discusses how people are more interested in donating online but many have not done so before. It emphasizes that people give to other people and sharing stories online can encourage donations. Case studies show that identifying "sneezer" super fundraisers who inspire others and asking people to fundraise in groups can significantly increase donations and participation in fundraising campaigns. Testing and optimizing digital campaigns is important to improve conversion rates from visitors to donors.
- Customers are more likely to do business with and refer companies they remember. Regular communication through personalized cards is an affordable way to stay top-of-mind.
- Successful business people like Tom Hopkins and Joe Girard sent thousands of thank you cards annually, contributing to their referrals and sales.
- Services like SendOutCards allow sending cards easily from your computer with one click, keeping in contact with customers for less than $1 each.
More Money, Fewer Problems (SXSWedu Panel Picker Pitch Deck)Nadia Williams
So many education programs fall through because of a lack of support or funding. Learn from an educator and professional fundraiser strategies to help you ensure that your school or community project gets off the ground!
This presentation talks about how to double your business through building better relationships with your customers. It looks at the key statistics that talk about the importance of maintaining customers and then gives a very simple and cost effective strategy, using the power of thankfulness, to bring significant income from your customers.
CanadaHelps is a public foundation that provides online donation processing for charities. It was founded in 2000 by three university students to make charitable giving easier. Over 9,000 charities have registered with CanadaHelps, which has processed over $150 million in donations. Registering provides benefits like affordable fees, tax receipts, an online donate button, and faster access to funds through electronic transfers. The registration process involves submitting basic organization information and banking details.
Ghosts are scary; raising money online is notFirstGiving
Whether your offline fundraising events have been successful in the past or not, bringing them online can be a rather frightening prospect. If the thought of transitioning to an online fundraising system seems daunting, find out what should really scare you: missing out on what you could be reaping from raising money online.
Marketing Bequests: The Delicate Art of Asking for That Final GiftBloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will teach you a proven way to elicit bequests from your current donors. He will tell you the right words, style, and tone to use.
Tammy Zonker presents on the five donor love languages: 1) hands on service, 2) words of affirmation, 3) tokens of appreciation, 4) quality time, and 5) proof of impact. She discusses how expressing gratitude through these love languages can help nonprofits retain donors by making them feel appreciated. The presentation includes examples of engaging donors through hands-on volunteering, personalized thank you letters and notes, mission-related gifts, face-to-face meetings, and sharing impact stories. Zonker urges nonprofits to communicate with donors using their unique love language to develop lasting relationships.
All smart Internet Marketers and list owners know that “the money is in the list”. And I
know you are one of them, too!
Therefore, every marketer who firmly believes in how much business, influential power
and wealth a mailing list can bring are doing just about any and every way possible to
build their mailing list.
That’s why you see marketers running advertising campaigns such as:
Pay-Per-Click
Ad Swaps,
Article Marketing,
Joint Ventures,
Affiliate Recruitment Drive,
Press Releases,
Traffic Exchanges,
Paid E-zine/Web Advertising, and
Much more than this list can bear!
This document discusses how traditional marketing approaches are broken and ineffective given today's fragmented media landscape and tight budgets. It argues that businesses need a new approach focused on engaging a smaller number of high-value customers in meaningful relationships to get "more from less". Specifically, the key points are: 1) traditional channels like TV, mail and phone no longer work individually; 2) budgets are shrinking yet marketing needs to reach more people; and 3) long-term customer engagement is needed over transient promotions to build loyalty and increase customer lifetime value.
The document provides guidance on how to celebrate and engage with new donors through a welcome package and ongoing communication. It recommends sending a thank you letter, welcome newsletter, and donor survey to collect preferences. It also suggests creating a donor calendar, developing a communication plan, and emphasizing storytelling to show donors how their donations are making an impact. The goal is to build strong relationships and encourage repeat donations through personalized, multi-channel engagement.
Cases for Support that Excite, Inspire and Ignite your DonorsBloomerang
https://bloomerang.co/resources/webinars/
Leah Eustace, ACFRE will outline the power of a strong case in building support, both internally and externally, and give you the tools to make it happen in your own organization.
Recording - http://www.youtube.com/watch?v=biRzhxh0gV4
Learn why over 10000 charities have signed up for secure online donations through CanadaHelps.org.
Topics we cover:
- Why did my charity get this cheque from CanadaHelps?
- How can my charity use CanadaHelps to raise funds online?
- How does my charity sign up?
- Much more!
Donor Communication In The Wake of COVID-19Bloomerang
https://bloomerang.co/resources/webinars/
Join our special guest Rachel Muir, CFRE for a webinar dedicated to helping you and your organization navigate these turbulent times.
Chimp is an online fundraising tool that allows individuals and organizations to easily donate to and fundraise for Canadian charities. It provides automatic tax receipting, social fundraising capabilities, and donation matching. Chimp has raised over $23 million for more than 3,000 Canadian charities to date with a competitive 1% transaction fee. The tool empowers people to support causes and charities through an all-inclusive and cost-effective online solution.
How to Speak Well (Enough) With Your Extraordinary Family of Trusting Support...Bloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will show you how your organization can not only fundraise BUT emotionally BOOST your supporter base in the midst of the COVID-19 crisis.
Are you in the arts and thinking about a Customer Relationship Manager / Constituent Relationship Manager? This was the PPT from a 60 min presentation given on the subject.
The Missing Middle: Cultivating a Deeper Connection to Mid-Level Donors and B...ImpactDC
This presentation discusses strategies for engaging "middle donors", or donors who give between $1,000-$4,999. It provides a case study of Share Our Strength's mid-tier ambassador program, which trained staff to regularly communicate with and steward a small group of mid-tier donors. The program resulted in increased donor engagement, fundraising revenue, and staff development. The presentation emphasizes treating mid-tier donors like valued insiders, positioning them within an organization's mission and solutions, and encouraging donors to increase their support.
The document discusses how nonprofits can implement and use technology like email, websites, and online fundraising with little to no cost. It provides statistics on current technology use among nonprofits and estimates that online fundraising for nonprofits has grown significantly in recent years. Specific free or low-cost tools are recommended that allow nonprofits to better communicate, track supporters, and increase donations.
You've Built A Website, Now Lets Build A RelationshipJohn Applegate
The document discusses how non-profits can use the internet and technology to build relationships with donors and further their mission. It provides tips on establishing an informative website, collecting email addresses, offering online giving and content, using email campaigns and social media, and storing donor information in a database to segment and personalize communications. The key is integrating online and offline activities to expand fundraising through stronger donor relationships.
The document discusses how non-profits can leverage social media, such as Facebook, YouTube, and Twitter, to increase visibility and fundraising. It provides tips on optimizing websites and creating a presence on various social media platforms. Real-life examples are presented that show how engaging video and interactive content on email campaigns and social media can boost online donations.
The document summarizes a presentation given by John Applegate of eTapestry on July 27, 2010 about how their fundraising software can help non-profits embrace technology. The presentation covers how the economy is affecting donor behavior and nonprofit fundraising challenges. It then outlines eTapestry's solutions for donor databases, online fundraising, email marketing, reporting, and mobile access that help nonprofits better acquire, cultivate, and steward donor relationships. Testimonials are provided on how eTapestry has helped other nonprofits increase their fundraising goals and success.
Here are 6 out of 10 helpful tips on how to build trust in a relationship. For 4 more tips of this type, click the link: http://vkool.com/how-to-build-trust/.
1. Do Exactly What You Say
Doing exactly what you say is the very first step to make others trust you because actions always speak louder than words. If possible, you should always do better than what you say. For example, if you already said that you could complete 90 percent of work, you should try to fulfill more rather than less of it.
2. Honor Your Promises
If you want to be trusted by others, you should be a dependable person. For example, after making a promise, you had better try to meet it well. If you cannot meet it for some reasons, try to explain it to the promisee decently. After that, create a new promise, and make sure to meet it this time.
Making a promise is always easier than fulfilling it. Therefore, before making any promise, you had better think thoroughly whether you can meet it or not. If the possibility of meeting a promise is not very high, do not make it.
3. Tell The Truth
Being honest or telling the truth is one among the best tips on how to build trust in a relationship. We all know that the truth may hurt for a while, but a lie hurts forever. Therefore, you should always tell the truth for long-term benefits. In case you cannot tell the truth, just keep silence rather than telling a lie.
4. Display Loyalty
You can display your loyalty by protecting other people, especially when they are not present to join your conversation. This is one among the most important techniques on how to build trust as trust is mainly built by honesty and loyalty.
5. Be Competent
Being competent means you can do many things well. If you have good professional ability and interpersonal communication skills, people will not only respect and admire you, but also trust you easily. Therefore, you should learn to build good manners, social skills, and even working skills as a preparation for building trust. When you are competent, you will become reliable, and be trusted by others.
6. Be Objective
Being objective is also a helpful tip on how to build trust in a relationship. When you decide to do something, consider objectively how other people will think about it. Put yourself in others’ shoes, and you will know how they feel, and what they think. The more objective you are, the easier you can build trust.
Trust is always one of the crucial keys to success. If you can get your friends to trust you, your life will certainly be pleasant. If you can make your boss trust you, you can get a promotion really fast. If you can get your spouse to trust you, you will certainly be happy in your family.
Artificial intelligence (AI) is everywhere, promising self-driving cars, medical breakthroughs, and new ways of working. But how do you separate hype from reality? How can your company apply AI to solve real business problems?
Here’s what AI learnings your business should keep in mind for 2017.
The document describes the capabilities and features of eTapestry fundraising software through a hypothetical scenario of a new donor's experience over the course of a year. Key features highlighted include creating and sending newsletters, receiving an online donation, thank you letters, reporting and analysis, donor cultivation, mobile access, customizing the homepage, end of year receipts and reports, personal fundraising pages, online store functionality, donor login access, and benchmarking fundraising performance against other nonprofits. The software aims to provide a comprehensive fundraising solution to manage all aspects of donor relationships and fundraising campaigns.
Making the Most of Your eTapestry Database - Customer Sessionkrucker
This document summarizes a seminar about maximizing the use of an eTapestry donor database. It discusses how the current economy is affecting donations and recommends strategies like website optimization, recurring gifts, e-commerce, effective communication, and data management. Relationship management tools can help track interactions and cultivate donors. eTapestry provides training and support to help non-profits succeed. New features like mobile access allow users to access the donor database anywhere.
Kansas City Seminar - eTapestry - June 2010krucker
This document summarizes a seminar about how nonprofits can embrace technology to improve fundraising. It discusses how the economy is affecting donor behavior and nonprofit fundraising. It then provides strategies and tools for nonprofits to optimize their website, email communications, online donations, and customer relationship management (CRM) through the eTapestry fundraising platform. This includes tools for tracking donors, cultivating relationships, acknowledging gifts, and reporting on fundraising results.
Embracing technology as a nonprofit 2010 seminar presentationbrooke.csukas
The document summarizes the key points from a seminar about how nonprofit organizations can embrace technology. It discusses how the economy is affecting donations and how tools like eTapestry can help with fundraising, relationship building, online donations, email marketing, and tracking results. Integrating these tools into a single database allows nonprofits to better acquire, cultivate, and steward donors.
FirstGiving webinar on Person-to-Person Fundraisingpeterdeitz
The document summarizes a webinar about online fundraising mistakes and solutions. It discusses common nonprofit mistakes like trying to reinvent processes, neglecting current channels, and not embracing social media. It also outlines fundraising mistakes like asking for donations only once and not personalizing appeals. The presentation includes a case study from the Humane Society of Broward County and a demonstration of Firstgiving's fundraising tools.
The art and science of online fundraising robert wood johnson finalJocelyn Harmon
The document discusses strategies for successful online fundraising. It notes that over $20 billion was raised online in 2010, and online giving continues to grow each year. However, most gifts still come through the mail. The document provides tips for non-profits to improve their online fundraising, including fixing donation pages, writing effective copy for emails, growing email lists, sending thank you's, testing strategies, and using social media appropriately. It emphasizes the importance of mastering online fundraising techniques.
https://bloomerang.co/resources/webinars
Erica Waasdorp will show you the best approaches to keep your monthly donors giving for years on end, using tools you already have in place.
What They Didn't Teach you in Fundraising SchoolAplos Software
A practical look at what goes on behind the scenes for any successful nonprofit fundraising operation. This is designed for any sized nonprofit or faith-based organization.
Development/fundraising operations are the activities that hold everything together – data management, gift processing, office procedures, and event management. Without strong operations, your development activities will flounder. Achieving strong development operations requires a balance of planning skills, time management, and even some HR skills.
This webinar will highlight:
• How to get the most out of you Donor Management/Database system.
• Gift Processing and Records Management.
• Ways to make the right investment in your fundraising operations and the overhead myth.
• The “Too much to do and not enough time” dilemma.
Making the most of your e tapestry databaseJared Nichter
This document summarizes the features and capabilities of the eTapestry donor database and fundraising platform. It outlines how eTapestry can help non-profits with acquisition, cultivation, online donations, email marketing, reporting, relationship management, mobile access, personal fundraising pages, and a shopping cart module. Support and training services are also available to help customers succeed using eTapestry.
Making the most of your e tapestry databaseJared Nichter
This document summarizes the features and capabilities of the eTapestry donor database and fundraising platform. It outlines how eTapestry can help non-profits with acquisition, cultivation, online donations, email marketing, reporting, relationship management, mobile access, personal fundraising pages, and a shopping cart module. Support and training services are also available to help customers succeed using eTapestry.
Making the most of your e tapestry databaseguest36b9e8
This document summarizes the features and capabilities of the eTapestry donor database and fundraising platform. It outlines how eTapestry can help nonprofits succeed through acquisition, cultivation, and reporting features. Key aspects include online donations, email marketing, mobile access, personal fundraising pages, and relationship management tools to help nonprofits strengthen donor connections.
This document describes a program called Send Out Cards that allows charitable organizations to raise funds through an online greeting card service. Donors can purchase subscription plans starting at $9.80/month to send real printed cards. A percentage of sales are donated to the organization. The document outlines how organizations can set up their own online store through the $398 wholesale package plus a $59 fundraising package. It provides testimonials from organizations that have raised their entire investment within a month through outreach and appreciation cards sent automatically.
Join Firstgiving’s James Campbell and Sheila Wenger of the Angelman Syndrome Foundation for this informative session on fundraising online beyond the simple donate button. Shiela gives an overview of Angelman Syndrome Foundation’s increasing success with person to person fundraising and James explains the differences between the plain donate button and true online fundraising.
Best Practices for Engaging and Keeping Your Monthly DonorsBloomerang
This document provides tips and strategies for acquiring and retaining monthly donors to maximize their value. It recommends starting with a goal of 100 monthly donors giving $24 on average each month to generate $28,800 total annually. Retention involves thanking donors, cultivating upgrades and additional gifts, tracking lapsed donors and reactivating them through multiple contact attempts including emails, letters, calls and texts. Converting donors to more reliable payment methods like EFT can increase retention rates. The document emphasizes treating donors with courtesy, demonstrating impact, and expressing gratitude to build loyalty over time through consistent engagement.
1. eTapestry is an organization dedicated to serving nonprofits with a complete fundraising and relationship management software solution.
2. As a fast growing and successful company, eTapestry provides innovative tools to over 6,000 nonprofit clients.
3. eTapestry offers 10 guarantees for clients including an internet strategy, broad data access, easy operation, better recordkeeping, improved communications, secure data, outstanding support, innovative tools, fast implementation, and cost savings.
The document introduces eTapestry, a company that provides donor database and fundraising tools for nonprofits. It summarizes eTapestry's offerings under 10 guarantees: an internet strategy, broad data access, easy operation, better recordkeeping, improved communications, secure data, outstanding support, innovative tools, 90 day implementation, and cost savings. It provides examples and testimonials from existing customers about the benefits of eTapestry's services.
Learn more about why your organization should register with CanadaHelps. This presentation can be downloaded and adapted to talk to your board, colleagues and volunteers about the benefits of accepting online donations through CanadaHelps.
No Event? No Problem: The Power of Grassroots FundraisingFirstGiving
This webinar features new and innovative ways to raise money through grassroots fundraising.
In this free interactive webinar, you will learn about:
- Proven fundraising methods outside official events
- Easy ways to attract new donors by tapping into your supporters' existing networks
- Methods used by YMCA Metropolitan Dallas to raise thousands online.
Guest speaker: Sharon Bradley, Camp Grady Spruce, YMCA Metropolitan Dallas
Now that your charity has signed up with CanadaHelps, please join us for this webinar about how to make the most of your MyCharity account.
Learn how to:
- Navigate your MyCharity account
- Find information about your donors and donations
- Update your Charity Profile
- Add the "Donate Now" button to your website
- Customize your Donate Page
- And much more!
5. This just in… A new prospect signs up to receive your newsletter!
6. News you can use…You create and send a newsletter using eTapestry correspondence.
7. Sending the Email A few quick clicks, and the email is sent "The e-newsletter is an inexpensive way to give coherency and consistency to our marketing campaign," Michael Wachter, Columbus Gay Mens Chorus
10. I’m hooked! The prospect reads your newsletter & decides to donate.
11. A donation! She visits your donation page & donates!
12. A donation! …you both receive confirmation emails…
13. A donation! …and it’s automatically added to your database, too. "eCommerce gives us the ability to automate transactions and keep records on everything," Allison Broihier, Pasco Education Foundation
22. A revelation in your next Board meeting… A familiar name with a personal connection…..
23. Analysis reveals even more… WealthPoint screening further backs up your board member’s assessment. “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
25. Cultivation makes your donors grow! You assign a the Board Member to solicit this new donor. "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." – Letha Keslar, Susan G. Komen Indianapolis
26. Cultivation makes your donors grow! For Impact can help you determine which donors to pursue.
31. Cultivation makes your donors grow! Calendar Items act as reminders to keep you organized.
32. On the road again… eTap mobile allows you to keep up to date, even when on the go. “It gives me peace of mind knowing that I can access the most important information about our organization—which is our database—through my PDA seven days a week, 24 hours a day," Randy Peterson, Delta Sigma Phi
33. No place like Home… Customizing the Home page allows users to see just what they want to see.
38. Congratulations – another gift! The Board Member has been so successful in her efforts with this donor that the donor decides to give a sizeable donation!
39. And now, the end is near… Time for end of year reporting & receipts! What to do if your queries aren’t quite right?
40. I need some Support! The IM Support option allows the Support team to diagnose and troubleshoot your issues in no time! Amber Smaltz Support Specialist
41. I need some Support! After the chat, you can use the links at the top to print or email yourself a copy of the chat. "Every year we use the database more and more. It's so user-friendly, and 'instant message' support is so convenient - the chat feature makes it so easy to contact the support team when we need to." – Janet Hiatt, School on Wheels
42. Geoff Arbuckle eTapestry Support Charles Moore & Jason Oliver Kimberly Hammer, Abbey Schaefer & Susie Morris Ken Shuttleworth
44. Receipts are a go, now on to Reports… Now that you’ve got your receipt query set, you can move on to some reporting, like the Top Donor Report. "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!” - Jennifer Willis, One Brick
45. A little Recognition goes a long way… Another great option, the Recognition Report allows you to sort donors by giving level, or by the areas they gave to.
52. Personal Fundraising Team Fundraising Center "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!“ - Erin Bullman, IRCIL
This session is educational – we want to show you ways to use your database more effectively to raise money and give you ideas on Best Practices.This isn’t a training session, you’ll see some examples of how things work in your database but we’re going to take a high level view rather than focusing on the specifics.It’s also not a sales pitch, we are going to cover a lot of standard features in your database but you may see some additional services that you do not currently have.
Let’s take a look at a scenario – a year in the life of cultivating a new donor, and how eTapestry can help you every step of the way. We want you to see the different tools that are available through your database to increase your efficiencies and maximize your effectiveness. This will allow you to raise more money!
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.
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.
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….
…and the donation and a recurring gift schedule are set up in your database, and it will process automatically each month.
Recognition can be the key to a good relationship with your donors – so you use the Correspondence tool to send the donor a sincere and timely “Thank You” Letter. You could 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.
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.
Your newsletter has generated gifts….now how do you measure why they are giving and what they are giving to? eTapestry offers many standard reports to help you measure and analyze your fundraising activities.
On example is the Fund Activity Report which will show you where your donations are going.
And with the approach analysis you can see what activity generated that gift, whether it was your newsletter, a special appeal, personal solicitation, event, etc.
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 themyour 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.
To schedule a report see the delivery options section on your launch report screen. Select schedule for off hours. Select your frequency and who the report should be delivered to.
And now back to the actual report - - - what does it tell you? The Giving Dynamics report will show overall numbers for new, recaptured, upgraded, downgraded, and lapsed donors. You can also drill down into each category to see which donors fall into each. And you can save those lists as custom queries to be used later for follow up.
What are you supposed to do with this information? Things you can use it for: targeted mailings to lapsed donors or new donors etc., or maybe board member follow up. One example would be that in the list of New donors, one of your Board members realizes that the new donor is one of her neighbors, and she suspects that the new donor might have a higher giving potential.
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.
Your staff can use the information you gather through wealth research, communications with the donors, published articles, etc. to assign ratings to that donor by using our ‘For Impact’ fields. Your organization determines what each rating means as it relates to your cultivation process.
Once you have assigned the ratings, they are recorded in your database and eTapestry automatically calculates a score for each donor or prospect.
Then you can run the For Impact Master Prospect List to find out who your top donors are. These ratings are meant to be updated every time you learn a new piece of information about your donor/prospect so individuals may move up or down on your prospect priority list accordingly and you always have access to the most current data.
Now that you have done your research and assigned your ratings, what’s next? Contacting them!Your Board Member can use the journal in eTapestry to record the steps she’s taking to cultivate this donor. She invites them to special events, takes them on “behind the scenes” tours of your facilities, and introduces the donor to the Development Director. All of this is recorded in the Journal using Contacts.
Your can also set up Calendar Items as a reminder to perform certain steps on time.
And they show up on your welcome screen for you to reference and review each day.
If your board memberis 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!
The Development Director can then check the Board Member’s progress with the donor right from her office. However, she doesn’t want to do a lot of searching for the right accounts or the right data– she wants to see just the info she needs. Thank goodness for customized Home and Welcome pages. She can set up the Home page to show only the most needed information about the account…
You just click on ‘manage content’ and select your options.In fact, if you didn’t know, most screens in eTapestry are customizable. Each user can see exactly what they want to see on the welcome page and journal screens too! This is why it is important that every user have their own login id.
One option is to show your favorite reports displayed on the Welcome page, then you can run them in just a few quick clicks.
Don’t forget to have the report “remember” the query – this makes the reporting process even simpler.
Voila – a fast & easy way to run a report, run right from the Welcome page!
So you’ve done your research, you’ve made your contacts, you’ve recorded it all in your database so you can easily assess what’s been done and what the next step in your donor cultivation process is…and the Board Member’s work with the donor has been a success – the donor decides to give a very sizeable gift!Enter the gift into your database and use the Soft Credit section to give credit to the Board Member for all of her hard work in cultivating the donor.
Time flies in the life of a donor and now we are at the end of the year!It’s time for the end-of-year reporting & receipts - Everyone’s favorite time of year! Your first priority is getting those receipts out, but you’re having a problem – for some reason you’re getting gifts from previous years in your receipts. So you contact Support for help! Depending on your licenses, you can email, telephone or instant message our support team. Our IM functions have become very popular so let’s take a look at that.
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!
One option is to use the “Send to Support for Assistance” link to forward your query’s setup information to Support so that they can quickly analyze if there is a query setup issue. This sends an email like the one shown here to Support to let them see the exact setup of your query or report. Support will reply with further questions to clarify the problem, if needed, and then send you step-by-step instructions for correcting it.
You’ve run your receipts and have sent them out. Time for more reports! Lets see who your Top Donors were for the year – you run the Top Donor Report to find out which donors contributed the most this year.
You also run the Recognition Report to prepare your Annual Report data listing for your Giving Societies. Your new donor falls into your highest Giving Society level and is so impressed with your organization’s response to her gifts, she decides to join your board and help recruit other donors! Success….and how would you have been able to accomplish all that without a database to keep you organized?
We have actually just demonstrated two stories, one of the donor who has made a connection with your organization, is notified that their gift was received and will be well used and has an overall feel of comfort with the connection they have with your mission. The second is of the internal audience, your board! Not only are they at ease becauseof the accuracy of reporting they will receive but they can better plan for the future of the organization. Hopefully you picked up a tip or two! If you saw anything here that you want more information about, please contact your Account Manager.
Wondering about our newest technology and how it might benefit your organization?We want to cover three of our newest features today – Personal Fundraising, Cart and Donor Login
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.
You have an option to register teams, create a team, join a team…
You can create your own text for what your events is about, even including pictures
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.
The benefit to this module over an ecommerce page to sell merchandise is that purchase transactions look like purchases. They are recorded in eTapestry as purchases, not as gifts. You can account for sales tax and shipping.
Creating your inventory is simple and manageable within your eTapestry database.
And all specifications including shipping and taxes.
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.
They can send any contact info changes to you
and they can make online gifts from the giving history summary,
including payments to a pledge.
In addition, if you have any sort of membership/alumni/groups that would need to find each other there is a member look up piece you can activate. Just search on given criteria…