8 Breakthrough Strategies for the Next Decade of Fundraising--Seminar in Richmond, VA on 7/24/08 by Katie Rucker w/ eTapestry.

1. Katie Rucker Account Executive 8 Breakthrough Strategies for the Next Decade of Fund Raising: An Executive Briefing

7. The Rules Still Apply (It’s all about relationships… not technology)

10. 1. Pure Fundraising Tools: Matching Gifts

11. 1. Pure Fundraising Tools: Matching Gifts

12. 1. Pure Fundraising Tools: Matching Gifts

13. 1. Pure Fundraising Tools: Matching Gifts

15. 1. Pure Fundraising Tools: Recurring Gifts

16. 1. Pure Fundraising Tools: Recurring Gifts

17. 1. Pure Fundraising Tools: Recurring Gifts

19. 1. Pure Fundraising Tools: Essentials of the Ask

20. 1. Pure Fundraising Tools: Essentials of the Ask

21. 1. Pure Fundraising Tools: Essentials of the Ask

24. 1. Pure Fundraising Tools: For Impact Report

25. 1. Pure Fundraising Tools: For Impact Report

26. 1. Pure Fundraising Tools: For Impact Report

28. 1. Pure Fundraising Tools: Segmentation

29. 1. Pure Fundraising Tools: Segmentation

30. 1. Pure Fundraising Tools: Segmentation

33. 2. Relationship Building: Constituent Relationship Management (CRM)

34. 2. Relationship Building: Constituent Relationship Management (CRM)

35. 2. Relationship Building: Constituent Relationship Management (CRM)

36. 2. Relationship Building: Constituent Relationship Management (CRM)

38. 2. Relationship Building: eMail

39. 2. Relationship Building: eMail

40. 2. Relationship Building: eMail

41. 2. Relationship Building: eMail

42. 2. Relationship Building: eMail

43. 2. Relationship Building: eMail

44. Email Key Functions Tracking: bounces, opens, click-throughs Subscription management: automated unsubscribe or opting out link 2. Relationship Building: eMail

45. Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor 2. Relationship Building: eMail

47. Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users. 2. Relationship Building: Web 2.0

48. 2. Relationship Building: Web 2.0

50. Source: The Wall St. Journal , 2006 2. Relationship Building: Web 2.0 – Online Video Use

51. 2. Relationship Building: Web 2.0 – Fun Video

52. 2. Relationship Building: Web 2.0

53. 2. Relationship Building: Web 2.0 – Social Networking

54. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building: Web 2.0 – Social Networking

55. 2. Relationship Building: Web 2.0 - Widgets

56. 2. Relationship Building: Web 2.0 - RSS

57. 2. Relationship Building: Web 2.0 - RSS

58. 2. Relationship Building: Web 2.0 - RSS

59. 2. Relationship Building: Web 2.0 - Podcasts

60. 2. Relationship Building: Web 2.0 – Message Boards

61. 2. Relationship Building: Web 2.0 - Wikipedia

62. Peer Fundraising Online 2. Relationship Building: Web 2.0 – Personal Fundraising Pages

63. 2. Relationship Building: Web 2.0 – Personal Event Fundraising

66. 2. Relationship Building: Moves Management ©

67. 2. Relationship Building: Moves Management ©

68. 2. Relationship Building: Moves Management ©

71. Search for any account in your database 2. Relationship Building: eTap Mobile

72. Hotlinks allow you to easily phone, email, or even get a map… 2. Relationship Building: eTap Mobile

73. … giving you instant tools for your mobile travels 2. Relationship Building: eTap Mobile

74. Store and see pictures, or drill down into a giving summary… 2. Relationship Building: eTap Mobile

75. … detailing a donors financial support 2. Relationship Building: eTap Mobile

76. Add new contact information from your mobile device and have all the details… 2. Relationship Building: eTap Mobile

77. You can even run queries with eTapestry Mobile… 2. Relationship Building: eTap Mobile

78. Best of all . . . eTapestry Mobile is no charge with your eTapestry service! 2. Relationship Building: eTap Mobile

81. 3. Benchmark Reporting

82. 3. Benchmark Reporting

83. 3. Benchmark Reporting Giving Dynamics Report

84. 3. Benchmark Reporting Benchmark Status Report

85. 3. Benchmark Reporting Benchmark Comparison Report

86. 4. Donor Loyalty Questions How do you know which donors are loyal? Which are accessible? Which feel trapped? Which are at risk?

88. 4. Donor Loyalty

89. 4. Donor Loyalty

90. 4. Donor Loyalty A donor’s loyalty level is indicated on the search screen

91. 4. Donor Loyalty 8 donors are at risk Representing $.21 million 27 donors are secure Representing $.86 million 11 donors are trapped Representing $.21 million 16% 16% 0% 67% 57% 2% 17% 23% n = 1 n = 27 n = 11 n = 8 n =55 accounts

94. 5. Community Building Donor Login

95. 5. Community Building Donor Login Keith Davis

96. 5. Community Building Donor Login

97. 5. Community Building Donor Login

102. An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site 6. Web Site Optimization E-Mail Print Other Tools

105. 6. Web Site Optimization: Before and After

107. 6. Web Site Optimization: Needle in a Needle Stack

108. 6. Web Site Optimization: Keeping it Simple Advanced Email Database Ecommerce Website

109. INTEGRATION is the KEY! 6. Web Site Optimization: Next Steps

113. "Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher 6. Web Site Optimization

114. 6. Web Site Optimization: Oprah & Martha would be proud

115. 6. Web Site Optimization: Oprah & Martha would be proud

120. Subscriber Services

124. 8. Application Program Interface (API): Connect to the World

126. 1. Set up a Gmail Account

127. 2. Post Pics to Flickr

128. 3. Try a Microblog

129. 4. Create a Google Alert

130. 5. Set Up an RSS

131. 6. Share a YouTube Video

132. 7. Really Use Your Cell Phone (Send a text or a video)

133. 8. Join a Social Network

134. 9. Share PowerPoint Slides (Save a tree or two!)

135. 10. Play a Video Game

136. Thank you! Katie Rucker Account Executive [email_address] Special Thanks to DeWitt & Associates as well as The VA Association of Free Clinics for making this day possible!!