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
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
7 Communication Pieces Every Nonprofit NeedsBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
Donor Communications to See You Through Every CrisisBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
Email Fundraising: Getting, Sending, and Optimizing with TechSoup CanadaBrady Josephson
Sending more quality emails to more qualified people leads to more revenue for your cause. This presentation looks at how you get, send, and optimize your strategy around email fundraising to raise more money.
What are Simple Development Systems and How Can They Help You?Bloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will help you discover a road-map to creating sustainable fundraising revenue throughout the year.
Magic Monthly Giving - Sustainer Best PracticesBrady Josephson
A hallmark product at Target Analytics is Collaborative Benchmarking meetings – annual conferences that gather sectors together to share data, strategy and the challenges of fundraising in today’s ever-changing environment. With the continued growth of recurring giving in the last 10 years, the Sustainer Benchmarking conference has also grown to include some of the largest non-profits in the US. This session will share what best practices, tips and must-dos these organizations have learned while establishing and growing their programs.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
https://bloomerang.co/resources/webinars/
Lindsay Simonds will address the fundamentals and trends to set the stage, and then dive into examples of how nonprofits are framing their thinking about sustaining long term donor partnerships.
Effective email. Small charities communications conference, 23 September 2016CharityComms
Matt Collins, managing director, Platypus Digital
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
How to Raise 25% More from the Right Funders in 2022 and BeyondBloomerang
https://bloomerang.co/resources/webinars/
The fundraising landscape is changing rapidly and the way funders want to work with nonprofits is too. Mallory Erickson will help you start your 2022 off fundraising in the right way.
Handouts from the Volunteerism Conference 2012, covering topics such as
- Corporate Volunteerism
- Volunteer Management & Engagement
- Individual Volunteerism
- School and Student Volunteerism
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
Virtuous: Donor Engagement in an Age of Continuous ConnectionVirtuous Software
Virtuous is your nonprofit's integrated CRM, Marketing and Donation Platform and is designed to help you grow giving and provide a personalized donor experience at scale.
7 Communication Pieces Every Nonprofit NeedsBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
Donor Communications to See You Through Every CrisisBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
Email Fundraising: Getting, Sending, and Optimizing with TechSoup CanadaBrady Josephson
Sending more quality emails to more qualified people leads to more revenue for your cause. This presentation looks at how you get, send, and optimize your strategy around email fundraising to raise more money.
What are Simple Development Systems and How Can They Help You?Bloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will help you discover a road-map to creating sustainable fundraising revenue throughout the year.
Magic Monthly Giving - Sustainer Best PracticesBrady Josephson
A hallmark product at Target Analytics is Collaborative Benchmarking meetings – annual conferences that gather sectors together to share data, strategy and the challenges of fundraising in today’s ever-changing environment. With the continued growth of recurring giving in the last 10 years, the Sustainer Benchmarking conference has also grown to include some of the largest non-profits in the US. This session will share what best practices, tips and must-dos these organizations have learned while establishing and growing their programs.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
https://bloomerang.co/resources/webinars/
Lindsay Simonds will address the fundamentals and trends to set the stage, and then dive into examples of how nonprofits are framing their thinking about sustaining long term donor partnerships.
Effective email. Small charities communications conference, 23 September 2016CharityComms
Matt Collins, managing director, Platypus Digital
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
How to Raise 25% More from the Right Funders in 2022 and BeyondBloomerang
https://bloomerang.co/resources/webinars/
The fundraising landscape is changing rapidly and the way funders want to work with nonprofits is too. Mallory Erickson will help you start your 2022 off fundraising in the right way.
Handouts from the Volunteerism Conference 2012, covering topics such as
- Corporate Volunteerism
- Volunteer Management & Engagement
- Individual Volunteerism
- School and Student Volunteerism
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
Virtuous: Donor Engagement in an Age of Continuous ConnectionVirtuous Software
Virtuous is your nonprofit's integrated CRM, Marketing and Donation Platform and is designed to help you grow giving and provide a personalized donor experience at scale.
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.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
3. This just in… A new prospect signs up to receive your newsletter!
4. News you can use…You create and send a newsletter using eTapestry correspondence.
5. 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
8. I’m hooked! The prospect reads your newsletter & decides to donate.
9. A donation! She visits your donation page & donates!
10. A donation! …you both receive confirmation emails…
11. 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
20. A revelation in your next Board meeting… A familiar name with a personal connection…..
21. 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
23. 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
24. Cultivation makes your donors grow! For Impact can help you determine which donors to pursue.
29. Cultivation makes your donors grow! Calendar Items act as reminders to keep you organized.
30. 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
31. No place like Home… Customizing the Home page allows users to see just what they want to see.
36. 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!
37. And now, the end is near… Time for end of year reporting & receipts! What to do if your queries aren’t quite right?
38. 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
39. 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
41. 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
42. 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.
49. 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
63. Donor Login See giving history and outstanding pledges
64. Donor Login And even make a payment on a pledge
65. Member Look Up search for other individuals affiliated with your organization
66. Member Look Up search for other individuals affiliated with your organization
67. Member Look Up communicate with other individuals in a secure way
68. So, how do you compare? Do you know how you stack up to other nonprofits? How do you compare in areas such as donors, pledges and gifts? Do you have a software partner that can provide this type of information to you? Can they do it for FREE? eTapestry can, and we’ll give it to you for FREE
69. Fundraising Membership Project, Grant, Endowment Relationships eTapestry can help you achieve your fundraisings goals offering you a tool for every aspect of the TrueCRM offering. Events Donor Cultivation Data Analytics Moves Management Online Transactions Advocacy Direct Mail Web Strategy Email Marketing Content Management TrueCRM
Editor's Notes
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.
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.
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.
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.
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…
Find the individual they are searching for…
And even send them a secure email.
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 reportingRun a mock report to show quickness and accountability of the reporting.
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.