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Embracing Technology Afp Wi


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Embracing Technology Afp Wi

  1. 1. Embracing Technology as a Nonprofit eTapestry Prospect Seminar Andy Zellers 02/10/2010
  2. 2. Agenda: <ul><li>The economy and fundraising </li></ul><ul><li>Why you need a technology partner </li></ul><ul><li>Cornerstone strategies </li></ul><ul><li>Building a strategic solution with eTapestry </li></ul><ul><li>One stop shop guarantees </li></ul><ul><li>How eTapestry can help you succeed </li></ul><ul><li>Raise more money guarantee </li></ul>
  3. 3. How is the economy effecting giving?
  4. 4. How is the economy effecting giving? <ul><li>Donors plan to give less through direct mail, telemarketing, door-to-door canvassing and MORE through online giving and in kind gifts instead of cash </li></ul><ul><li>Overall Online Gifts have increased 26% in 2008 </li></ul><ul><li>Donors are tired </li></ul><ul><li>More competition for fewer dollars </li></ul><ul><li>Your services are needed more </li></ul><ul><li>Increase need for accountability </li></ul><ul><li>THE MORE PEOPLE DO WITH YOUR ORGANIZATION, THE LARGER THEIR GIVING AND ENGAGEMENT! </li></ul>
  5. 5. 5 Reasons You Need a Software Solution <ul><li>You need to move beyond business as usual; despite the economic climate </li></ul><ul><li>You need to drive results </li></ul><ul><li>You need greater efficiencies </li></ul><ul><li>You need increased productivity </li></ul><ul><li>You need greater reporting </li></ul>
  6. 6. The basic rules still apply… <ul><li>Fundraising is still about relationship building </li></ul><ul><li>Acquisition Cultivation </li></ul>
  7. 7. <ul><li>Today’s environment is a little different: </li></ul><ul><li>Acquisition Cultivation </li></ul>
  8. 8. Who’s Behind the Money?
  9. 9. So, what do you need to do to keep your supporters loyal? <ul><li>Prompt, personalized acknowledgement </li></ul><ul><li>Confirmation that gifts are being used as intended </li></ul><ul><li>Results on outcomes, prior to being asked again </li></ul>
  10. 10. So how do you succeed? And how can eTapestry help? Acquisition Cultivation
  11. 11. Building out your strategy: Acquisition Cultivation
  12. 12. Donor Database eCommerce Advanced Email Website
  13. 13. Websites: <ul><li>eTapestry has built and hosts over 270 websites </li></ul><ul><li>Your website is the first place a donor will go to get information on your organization and it takes less than a minute to gain or loose a possible donor </li></ul>
  14. 14. Do you have an online social media strategy? What is happening when? Get involved Donate online Contact us Upcoming events
  15. 15. Keys to Building a Successful Web Site <ul><li>Learn from your content </li></ul><ul><ul><li>Start with Google Analytics to see how many unique visitors you have, how they found you </li></ul></ul><ul><ul><li>What did they viewed, where they stayed the longest, and what content produced actions </li></ul></ul><ul><li>Make your content easy to consume </li></ul><ul><ul><li>Always offer RSS feeds in addition to various subscribe options. Make sure they are easy to find and use </li></ul></ul><ul><li>Make your content ever changing </li></ul><ul><ul><li>Be brave enough to blog, show responses, share viewpoints, and utilize forums. New information needs to be added daily or weekly by you and your community. Why do you think millions go to Facebook or Twitter by the minute </li></ul></ul><ul><li>Make your site easy to find </li></ul><ul><ul><li>Every NPO and those serving NPO’s should have a social web presence. Facebook, MySpace, LinkedIn, YouTube, Twitter and Flickr are your outposts linking back to the web site hub! </li></ul></ul>
  16. 16. Did you know? <ul><li>Over 95% of Internet users will give a donation via the web this year </li></ul><ul><li>But…. Only 40% of nonprofit organizations offer an online donation page </li></ul>
  17. 17. eTapestry can provide you with a simple link on your current website that will connect your donors to an online giving page (were those 95% of internet users will be looking to donate)
  18. 18. Where the donor will complete the online giving page
  19. 19. The gift is automatically processed and tracked through your database and the donor is notified and thanked for the successful transaction
  20. 20. The results <ul><li>Convenience for the donor </li></ul><ul><li>Gift is automatically deposited and put to use by the nonprofit </li></ul><ul><li>Automatically recorded in your eTapestry database </li></ul><ul><li>Donor is acknowledge and thanked immediately which makes the donor more likely to continue to give to your organization </li></ul><ul><li>Clean accurate data/results </li></ul>
  21. 21. Show me the MONEY! <ul><li>After selecting eTapestry in 2008, One Brick was able to increase its annual giving goal by $10,000. The goal was attained and then surpassed by $6,000. </li></ul><ul><li>The eTapestry solution has enabled staff to send emails from the CRM solution and increase the organization's reach. </li></ul>
  22. 22. Are your website and database integrated? <ul><li>Integration directly into your database </li></ul><ul><li>Requires no additional manual entry </li></ul><ul><li>Customizable </li></ul>
  23. 23. Online giving with recurring gifts <ul><li>Process recurring gifts directly from your eCommerce webpage </li></ul><ul><li>Integration directly into your eTapestry database for seamless thank you notes and donor recognition. </li></ul>
  24. 24. Recurring Gifts <ul><li>Donors become investors </li></ul><ul><li>Steady stream of incoming funds </li></ul><ul><li>Larger amounts in total </li></ul><ul><li>Amounts are more manageable by the donors </li></ul><ul><li>Key ingredient to sustaining long term donors and constituent loyalty </li></ul>
  25. 25. Email: <ul><li>Our advanced email solution provides a fully integrated email tool that includes spam checking and scheduling </li></ul>
  26. 26. Did you know? <ul><li>Email cultivation is more effective and cost efficient in reaching your supporters. </li></ul><ul><li>So why would you pay more (direct mail) to get less? </li></ul>
  27. 27. What does fully integrated mean to you? <ul><li>At eTapestry it means giving you everything you need to be successful in your email campaigns. And what good is a campaign if you can’t measure your results? </li></ul><ul><li>Our detailed email delivery reports will provide everything you need to measure your results </li></ul>
  28. 28. What does fully integrated mean to you?
  29. 29. The importance of reporting:
  30. 30. The importance of reporting: <ul><li>Drill down capabilities </li></ul>
  31. 31. The importance of reporting: <ul><li>Since we know how important reporting is, we will guarantee you better recordkeeping abilities with our advanced reporting module. </li></ul><ul><ul><li>Event Attendees </li></ul></ul><ul><ul><li>Email Communication </li></ul></ul><ul><ul><li>Family/Business Tracking </li></ul></ul><ul><ul><li>Estate Value </li></ul></ul><ul><ul><li>Volunteer Hours </li></ul></ul><ul><ul><li>Donor/Prospect Interactions </li></ul></ul><ul><ul><li>Grant Due Date </li></ul></ul><ul><ul><li>Occupation </li></ul></ul><ul><ul><li>Memorial Tributes </li></ul></ul><ul><ul><li>Renewals </li></ul></ul><ul><ul><li>Gender </li></ul></ul><ul><ul><li>Future Cultivation Strategy </li></ul></ul>
  32. 32. Relationship Management:
  33. 33. Relationship Management:
  34. 34. Relationship Management:
  35. 35. Relationship Management | Contacts
  36. 36. Relationship Management | Outlook Integration
  37. 37. Relationship Management | Outlook Integration
  38. 38. Relationship Management | Outlook Integration
  39. 39. Relationship Management | Outlook Integration
  40. 40. Database = Fundraising Tool <ul><li>Only works if used by all </li></ul><ul><li>Must be consistent and accurate </li></ul><ul><li>Technology makes it easier to do your job! </li></ul>
  41. 41. Data Services <ul><li>Donor Acquisition and Development </li></ul><ul><li>Prospect Research </li></ul><ul><li>Donor Performance and Benchmarking </li></ul><ul><li>Data Enrichment Services </li></ul>
  42. 42. Support <ul><li>Email </li></ul><ul><li>Online Help </li></ul><ul><li>Instant Messaging </li></ul><ul><li>Telephone </li></ul>
  43. 43. Training – eTapestry will help you meet and exceed your goals <ul><li>User training at your pace and convenience </li></ul><ul><li>Annual Training Agreement </li></ul><ul><li>Recorded Sessions/Classes </li></ul><ul><li>Crash Courses </li></ul><ul><li>Podcasts </li></ul>
  44. 44. What’s New? <ul><li>eTapestry Mobile </li></ul><ul><ul><li>Included with your eTapestry service </li></ul></ul><ul><ul><li>Specifically formatted for mobile use </li></ul></ul><ul><ul><li>Fast </li></ul></ul><ul><ul><li>Real time information – no syncing or downloading </li></ul></ul>
  45. 45. What’s New | Personal Fundraising
  46. 46. What’s New | Personal Fundraising
  47. 47. What’s New | Personal Fundraising <ul><li>Team page and participant page views are editable </li></ul>
  48. 48. What’s New | Personal Fundraising “ 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!”
  49. 49. What’s New | Cart Module
  50. 50. What’s New | Cart Module eTapestry Database Cart Webpage
  51. 51. What’s New | Cart Module
  52. 52. What’s New | Cart Module
  53. 53. What’s New | Donor Login
  54. 54. What’s New | Donor Login
  55. 55. What’s New | Donor Login
  56. 56. What’s New | Donor Login
  57. 57. TrueCRM <ul><li>eTapestry can help you achieve </li></ul><ul><li>your fundraisings goals offering </li></ul><ul><li>you a tool for every </li></ul><ul><li>aspect of the </li></ul><ul><li>TrueCRM offering. </li></ul>Fundraising Relationships
  58. 58. So, how do you compare? <ul><li>Do you know how you stack up to other nonprofits? </li></ul><ul><li>How do you compare in areas such as donors, pledges and gifts? </li></ul><ul><li>Do you have a software partner that can provide this type of information to you? </li></ul><ul><li>Can they do it for FREE ? </li></ul><ul><li>eTapestry can, and we’ll </li></ul><ul><li>give it to you for FREE </li></ul>
  59. 59. Still not sure? Let us be your Bioluminescent Bacteria <ul><li>WE WILL BE GOOD FOR EACH OTHER OR IT IS FREE - Sign up with eTapestry, and if you don't raise more money with us than you were before, you'll get our software free for a year. </li></ul><ul><li> </li></ul>