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Donor Management Solutions Webinar

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Are you looking for a new donor management tool, but aren't sure where to start? Attend this free webinar and learn about three popular donor management tools for nonprofits and libraries. Hear from executive and development staff directly about their favorite features, tips, and strategies for managing and tracking donor relationship using GiftWorks, DonorPerfect and eTapestry.

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Donor Management Solutions Webinar

  1. 1. Donor Management Solutions September 30, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by
  2. 2. Using ReadyTalk <ul><li>Chat & raise hand </li></ul><ul><li>All lines are muted </li></ul><ul><li>If you lose your internet connection, reconnect using the link emailed to you. </li></ul><ul><li>If you lose your phone connection, re-dial the phone number and re-join. </li></ul><ul><li>ReadyTalk support: 800-843-9166 </li></ul>
  3. 3. You are being recorded… <ul><li>Streaming into Second Life </li></ul><ul><li>This seminar will be available on the TechSoup website along with past webinar presentations: </li></ul><ul><ul><li>www.techsoup.org/go/webinars </li></ul></ul><ul><li>You will receive a link to this presentation, material and links. </li></ul><ul><li>After the webinar, you can ask follow-up questions in the Technology for Fundraising Forum: </li></ul><ul><ul><li>http://bit.ly/donorms </li></ul></ul><ul><li>Twitter hashtags: #techsoup </li></ul>
  4. 4. Donor Management Solutions Presenters: Nancy Kirk, Niki Richardson, Adriana Bitoun Sponsored by
  5. 5. We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential
  6. 7. Today’s Speakers Niki Richardson Legal Aid Foundation of Santa Barbara County Nancy Kirk The Tri-Faith Initiative Facilitator: Kami Griffiths, TechSoup Global Assisting with chat questions: Kevin Lo, TechSoup Global & Robert Weiner, Consultant Adriana Bitoun California State University Dominguez Hills
  7. 8. Agenda <ul><li>GiftWorks </li></ul><ul><li>eTapestry </li></ul><ul><li>DonorPerfect </li></ul><ul><li>Q&A </li></ul>
  8. 9. GiftWorks Nancy Kirk Executive Director, The Tri-Faith Initiative
  9. 10. <ul><li>Inexpensive for the software version </li></ul><ul><li>Very intuitive for data entry </li></ul><ul><li>Allows you to create drop-down boxes in most fields to keep data consistent </li></ul><ul><li>Issues: </li></ul><ul><ul><li>Custom fields can’t be used in reports </li></ul></ul><ul><ul><li>Smartlist reports can’t do totals </li></ul></ul><ul><ul><li>The word processing function is clunky </li></ul></ul><ul><li>But there are workarounds for all the problems and Mission Research listens to suggestions for improvements </li></ul>
  10. 22. Final Thoughts <ul><li>The on-line videos are very good. Worth taking the time to view them before you get started, and again when you get to that point </li></ul><ul><li>There is an active Giftworks group on Linked IN. Generally people ask for help for workarounds when the program doesn’t work the way they want – lots of generous help is offered. </li></ul><ul><li>Real people answer the phone in customer service. </li></ul><ul><li>Back up. Back up. Back up. And then back up. </li></ul>
  11. 23. eTapestry Niki Chopra Richardson Development Director, Legal Aid Foundation of Santa Barbara County
  12. 24. Legal Aid Welcome Page
  13. 25. Add Accounts
  14. 26. Traveling Sidebar <ul><li>Moves when you scroll down so you don’t have to scroll back up to save </li></ul><ul><li>Gives you options ie: save and enter gift, or save and search new etc. </li></ul>
  15. 27. E-Newsletter
  16. 28. Templates for Letters
  17. 29. Create your own Letter
  18. 30. eTapestry Standard Reports
  19. 31. eTapestry Self-help
  20. 32. eTapestry Webinars
  21. 33. eTapestry Webinars
  22. 34. eTapestry Best Practices
  23. 35. Final Thoughts <ul><li>Designate a point person </li></ul><ul><li>Spend as much time as you need to provide clean data (GIGO) </li></ul><ul><li>It will be tedious and laborious – its worth it </li></ul><ul><li>Create a data-entry ‘how to’ manual so anyone who does it knows the protocol (e.g. Ave. vs Avenue) </li></ul>
  24. 36. Thank you for your time today! <ul><li>Niki Chopra Richardson </li></ul><ul><li>Development Director </li></ul><ul><li>Legal Aid Foundation of Santa Barbara County </li></ul><ul><li>805.963.6754 x109 </li></ul><ul><li>[email_address] </li></ul>
  25. 37. DonorPerfect Adriana Bitoun Director of Advancement Services, California State University Dominguez Hills
  26. 38. CSU Dominguez Hills & DonorPerfect® Operations Constituents Staff members: 2 Assistants 1 Database Administrator 1 Gift Processor 2 Directors 2 Development Officers 1 AVP Fiscal Year # Operations $ Raised 06-07 813 2,222,182.00 07-08 1,991 2,217,327.99 08-09 2,504 3,376,825.82 09-10 2,947 2,773,455.00 Count Individuals 84,507 Organizations 1,548 86,055
  27. 39. CSU Dominguez Hills & DonorPerfect®
  28. 40. CSU Dominguez Hills & DonorPerfect®
  29. 41. CSU Dominguez Hills & DonorPerfect®
  30. 42. CSU Dominguez Hills & DonorPerfect®
  31. 43. CSU Dominguez Hills & DonorPerfect®
  32. 44. CSU Dominguez Hills & DonorPerfect®
  33. 45. CSU Dominguez Hills & DonorPerfect®
  34. 46. CSU Dominguez Hills & DonorPerfect® <ul><li>The three most challenging issues I find with the online version of DonorPerfect® are : </li></ul><ul><li>The query tool </li></ul><ul><li>The Pledge module </li></ul><ul><li>Book keeping and accounting </li></ul>
  35. 47. CSU Dominguez Hills & DonorPerfect® <ul><li>DonorPerfect® has three levels of customer service: </li></ul><ul><li>Standard </li></ul><ul><li>Full Support </li></ul><ul><li>Premium </li></ul>
  36. 48. CSU Dominguez Hills & DonorPerfect® <ul><li>This tool is highly customizable but most resources have to be paid besides the standard fee. Also the Standard fee varies based on the number of records and users you have. For general information about DonorPerfect® services, fees etc. access the following link: </li></ul><ul><li>http://www.donorperfect.com/fundraising-software/price-sheet.html#data </li></ul>
  37. 49. Final Thoughts <ul><li>Recommendations and general rules: </li></ul><ul><ul><li>If you opt for an online system expect delays </li></ul></ul><ul><ul><li>Create documents on “how to” for your organization </li></ul></ul><ul><ul><li>Consistency is the rule for databases </li></ul></ul><ul><ul><li>Ask your peers </li></ul></ul><ul><li>Resources: </li></ul><ul><ul><li>www.fundsvcs.org/ </li></ul></ul><ul><ul><li>www.ideaencore.com/ </li></ul></ul><ul><ul><li>www.instituteforgiving.org/index.html </li></ul></ul><ul><ul><li>www.nten.org/ </li></ul></ul>
  38. 50. Questions? Submit your questions using the chat box.
  39. 51. GiftWorks Standard on TechSoup <ul><li>$25 Admin Fee (retail value: $499) for organizations with annual operating budgets of $50,000 or less </li></ul><ul><li>No limit on number of records </li></ul><ul><li>GiftWorks 2011 version coming soon to TechSoup.org in early-to-mid October </li></ul><ul><li>Full product description and eligibility guidelines: </li></ul><ul><li>http:// home.techsoup.org/Stock/Pages/Category.aspx?category = GiftworksDonated </li></ul>
  40. 52. eTapestry on TechSoup <ul><li>$60 admin fee (retail value: $1,000) </li></ul><ul><li>Includes up to 1,000 records </li></ul><ul><li>Organizations with fewer than 500 records can acquire the service directly from eTapestry at no charge </li></ul><ul><li>eTapestry offers a special 10% discount for organizations with 1,000 to 5,000 records (valid only for new eTapestry subscriptions and only for the first year of service) </li></ul><ul><li>Full product description and eligibility guidelines: </li></ul><ul><li>http:// home.techsoup.org/Stock/Pages/Category.aspx?category =eTapestry </li></ul>
  41. 53. DonorPerfect on TechSoup <ul><li>Admin fee: $60 (retail value: $976) for organizations with annual operating budgets of $100,000 USD or less </li></ul><ul><li>Organizations with budgets over $100,000 USD and under $1 million USD can receive a 10% discount directly from DonorPerfect </li></ul><ul><li>Includes up to 1,000 records </li></ul><ul><li>Full product description and eligibility guidelines: http://home.techsoup.org/Stock/Pages/Category.aspx?category=DonorPerfect </li></ul>
  42. 54. Continue the Discussion… <ul><li>Additional questions can be answered by posting in the Technology for Fundraising Forum: </li></ul><ul><ul><li>http://bit.ly/donorms </li></ul></ul>
  43. 55. Upcoming Webinars <ul><li>Cloud Computing: Why You Should Care </li></ul><ul><ul><li>Thursday, October 14, 11 a.m. Pacific time </li></ul></ul><ul><li>Story of an Open Source Library </li></ul><ul><ul><li>Thursday, October 21, 11 a.m. Pacific time </li></ul></ul><ul><li>Security Basics: Keep your Computers Safe </li></ul><ul><ul><li>Thursday, October 28, 11 a.m. Pacific time </li></ul></ul>
  44. 56. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html
  45. 57. Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392