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KICK-START YOUR HOLIDAY
FUNDRAISING WITH ETAPESTRY
Presented by Brooke Csukas
eTapestry Account Executive

10/23/2013

Footer

1
HOUSEKEEPING
1. Please mute your phone while listening.
2. Please do not put the call on hold – hang up and call back to
eliminate hold music playing during the session
3. Optimize Viewing the Event
-

Close all other applications
Hit the F5 key to put the window into full-screen mode

4. Feel free to ask questions as we go along using the chat
feature!

10/23/2013

Blackbaud Confidential

2
BEFORE WE BEGIN
The audio for this webinar will be broadcast through your computer. Once you join the
presentation, a small audio broadcast box will appear on your screen and you will hear the
host through your computer speakers.
To join an Audio broadcast in WebEx, click on the Communicate menu in your WebEx
screen and select Join Audio Broadcast.
If you are having problems connecting with the audio broadcast server you can still join using
the teleconference. To join the teleconference follow the steps below:
1.
2.

Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast.
Get the teleconference number, click on Communicate > Join Teleconference.

Teleconference information:
Call-in toll-free number: 1-866-4106539 (US)
Call-in number: 1-660-4225471 (US)
Conference Code: 364 005 6

10/23/2013

Blackbaud Confidential

3
WHAT’S THE BIG DEAL WITH END-OF-YEAR GIVING?

• End-of-Year Giving in December
Accounted for 17% of overall giving
in 2012 (Source: 2012 Blackbaud Charitable
Giving Report)

• End-of-Year Online Giving in
December accounted for 22% of
online giving last year! (Source: 2012
Blackbaud Charitable Giving Report)

10/23/2013

Blackbaud Confidential

4
3 WAYS TO KICK-START YOUR HOLIDAY FUNDRAISING
1. Optimize your homepage for the holidays
2. Make every email count

3. Tap into your supporters‟ networks

10/23/2013

Blackbaud Confidential

5
OPTIMIZE YOUR HOMEPAGE FOR THE HOLIDAYS
• Give Development prime real estate on your website
• Appeal to the emotions of visitors with photos
• Make your fundraising goal and progress visible on your website

10/23/2013

Blackbaud Confidential

6
MAKE EVERY EMAIL COUNT
• Segment your list and customize email content based on your target
audience.
• Run multi-part appeals with a main ask, a season‟s greeting, and „a
last chance to give‟ email
• Share Outcomes

10/23/2013

Blackbaud Confidential

7
TAP INTO YOUR SUPPORTERS’ NETWORKS
• Encourage family giving by getting creative with an appealing
ecommerce offering, membership, or other holiday giving idea. A
donation to your organization could make the perfect present.
• Use Social Media, send eCards, and ask constituents to forward
emails or links to friends

10/23/2013

Blackbaud Confidential

8
COMMON CHALLENGES FUNDRAISERS FACE TODAY
• How do I get my constituents to donate more frequently?
• How can I tell if what we are doing is really working?
• How can I ensure that I am spending my time (and those
of my volunteers) effectively?
• How can I make personal connections with donors and
prospects when I have a small staff and a crazy
schedule?
• How do I build trust and transparency with my board and
my supporters?
• How can I get better insight into my fundraising
performance?

Let’s Dive deeper in to how eTapestry helps
nonprofits with these challenges…

10/23/2013

Blackbaud Confidential

9
1

MANAGE AND TRACK ALL YOUR RELATIONSHIPS
• Easily manage and cultivate your
supporters
• Increase engagement and
responsiveness by leveraging a
holistic view of your supporter
base

Members

Donors

• Acquire and retain more
supporters thanks to the ability to
spend less time focusing on data
and more time focusing on your
mission

10/23/2013

Blackbaud Confidential

Volunteers

10
ALL YOU NEED TO KNOW IN ONE PLACE

10/23/2013

Blackbaud Confidential

11
2

QUICK AND EASY FOLLOW UP
• Tell donors “thank you” personally within seconds of their
donation

10/23/2013

Blackbaud Confidential

12
3

ZERO-CLICK DASHBOARDS AND REPORTS
Keep yourself and key stakeholders upto-date with zero-click dashboards and
reports
Easily answer questions like…
• What's the percentage of donors that
are renewing their support from one
year to the next?
• Which donors give gifts in multiple
and/or consecutive years – or
months?
• Who are the best prospects for major
gifts?
• How do my giving results compare
from one time frame to another?
• How many donors lapsed, upgraded,
downgraded, or were new in a certain
time frame?

10/23/2013

Blackbaud Confidential

13
4

QUICK AND FLEXIBLE REPORTING
• Deliver the most important
information in the format
needed
• Schedule reports do be
delivered on a regular basis
to you or anyone in your
organization
• Report on key information
unique and important to your
organization
• Ready to use reports for
measuring your
organizations most important
data

10/23/2013

Blackbaud Confidential

14
5

BUILT-IN EMAIL MARKETING
• Easily build and send
professional looking
communications using a built in
HTML email editor.
• Keeps copies of individual or
mass emails on each account
so that you can track all of your
constituent communications.
• Run state of the art spam
analysis.
• Take advantage of delivery
scheduling.
• Report on the deliverability and
performance.
• Remain 100% CAN-SPAM
compliant.

10/23/2013

Blackbaud Confidential

15
6

EASY TO USE DO-IT-YOURSELF DONATION FORMS
With eTapestry it is easy to collect donations directly into your eTapestry
database through our easy to use Do-it-Yourself (DIY) forms.
• Online Giving Page: Allow your page visitors to make one-time and recurring
donations.
• Event Registration Page: Allow your page visitors to register for an event.
• Membership Signup Page: Allow your page visitors to purchase memberships.
• Contact Page: Allow your page visitors to sign up to receive regular
communications from you.
• Volunteer Page: Allow your page visitors to register to volunteer with your
organization.

10/23/2013

Blackbaud Confidential

16
6

EASY TO USE DO-IT-YOURSELF FORMS
•
•
•
•
•

10/23/2013

Collect donations quickly and easily right into your database
Select from a library of templates, you don‟t need to know HTML!
Make changes to the design any layout with our easy to use WYSIWYG editor
Easily embed your DIY forms directly into your existing website!
Send auto response emails thanking them for their donation/submission

Blackbaud Confidential

17
6

EASY TO USE DO-IT-YOURSELF FORMS
Embedded in your existing website!

10/23/2013

Blackbaud Confidential

18
6

EASILY ACCESS YOUR DATA FROM ANYWHERE
• Access while on the go!
- Office, Home, Airport, Board
Meetings, ANYWHERE

• Avoid embarrassing mistakes
when with your donors
•

One touch access to recent
giving history, donor information,
photos, etc.

• Increase efficiency
• Stay informed even when you
are on the road with real-time
dashboards and reports

10/23/2013

Blackbaud Confidential

19
7

YOUR DATA IS SAFE AND SECURE
•
•
•
•
•
•
•
•

10/23/2013

Encrypted data
PCI Compliant
SAS 70 Compliant
Multiple Hosting Site
Redundant equipment
Automatic backups
Automatic updates
Uptime Statistics

Blackbaud Confidential

20
8

SAVE MONEY WITH ETAPESTRY!

10/23/2013

Blackbaud Confidential

21
TRAINING INCLUDED IN YOUR PACKAGE
• Unlimited user training at
your pace and convenience
• Unlimited access to Full Training
Library (anyone you give
username to can train!)
• Unlimited Recorded
Sessions/Classes(anyone can
attend)Crash CoursesMaster
Classes
• Live Implementation
• Cohort included as well!

10/23/2013

Blackbaud Confidential

22
YOU ARE FULLY SUPPORTED

Email

10/23/2013

Blackbaud Confidential

Online
Help

Instant
Messaging

23

Telephone
CASE STUDY: SCHOOL ON WHEELS

300,000
raised
online in
one month

500%
increase in
new donors

School on
Wheels‟
success
with
eTapestry!

“eTapestry has enabled us to engage board members in the fundraising
process, keep valuable information about donors in one place, and be
much more proactive about retaining and even upgrading donors. Every
year we use the database more and more and we are thrilled with how
easy it is to use.”
Janet Hiatt, Vice President of Development

10/23/2013

Blackbaud Confidential

24
YOUR TECHNOLOGY PARTNER
• Blackbaud has the world‟s largest nonprofit customer base
- 26,000 + organizations
- 7000 + organizations using eTapestry

• eTapestry was the first on-demand fundraising software delivered over
the Internet, giving users‟ access from any location and a solution that
is automatically backed-up, maintained and updated
• Customer retention rate of 98%
• Ever-evolving product line to meet changing needs, $45 million
invested in R&D in 2010, limited exposure to risk due to Blackbaud‟s
stability NASDAQ: BLKB, financially stable and growing
• 29+ years experience focused on nonprofit community & philanthropy

10/23/2013

Blackbaud Confidential

25
WHAT ELSE CAN WE DO FOR YOU? INTEGRATE!
Website: WordPress

DIY Online Donation Page

eTapestry Communication

eTapestry Database

10/23/2013

Blackbaud Confidential

26

Friends Asking Friends
WHAT’S NEXT? WORKING WITH ETAPESTRY…

1
2

3
4

10/23/2013

• We‟ll discuss your unique needs
• We‟ll provide a personalized demonstration
• We provide a solution proposal

• We‟ll help you with every step of
implementation

Blackbaud Confidential

27
WHAT QUESTIONS DO YOU HAVE?

10/23/2013

Blackbaud Confidential

28

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Kick-Start your Holiday Fundraising with eTapestry

  • 1. KICK-START YOUR HOLIDAY FUNDRAISING WITH ETAPESTRY Presented by Brooke Csukas eTapestry Account Executive 10/23/2013 Footer 1
  • 2. HOUSEKEEPING 1. Please mute your phone while listening. 2. Please do not put the call on hold – hang up and call back to eliminate hold music playing during the session 3. Optimize Viewing the Event - Close all other applications Hit the F5 key to put the window into full-screen mode 4. Feel free to ask questions as we go along using the chat feature! 10/23/2013 Blackbaud Confidential 2
  • 3. BEFORE WE BEGIN The audio for this webinar will be broadcast through your computer. Once you join the presentation, a small audio broadcast box will appear on your screen and you will hear the host through your computer speakers. To join an Audio broadcast in WebEx, click on the Communicate menu in your WebEx screen and select Join Audio Broadcast. If you are having problems connecting with the audio broadcast server you can still join using the teleconference. To join the teleconference follow the steps below: 1. 2. Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast. Get the teleconference number, click on Communicate > Join Teleconference. Teleconference information: Call-in toll-free number: 1-866-4106539 (US) Call-in number: 1-660-4225471 (US) Conference Code: 364 005 6 10/23/2013 Blackbaud Confidential 3
  • 4. WHAT’S THE BIG DEAL WITH END-OF-YEAR GIVING? • End-of-Year Giving in December Accounted for 17% of overall giving in 2012 (Source: 2012 Blackbaud Charitable Giving Report) • End-of-Year Online Giving in December accounted for 22% of online giving last year! (Source: 2012 Blackbaud Charitable Giving Report) 10/23/2013 Blackbaud Confidential 4
  • 5. 3 WAYS TO KICK-START YOUR HOLIDAY FUNDRAISING 1. Optimize your homepage for the holidays 2. Make every email count 3. Tap into your supporters‟ networks 10/23/2013 Blackbaud Confidential 5
  • 6. OPTIMIZE YOUR HOMEPAGE FOR THE HOLIDAYS • Give Development prime real estate on your website • Appeal to the emotions of visitors with photos • Make your fundraising goal and progress visible on your website 10/23/2013 Blackbaud Confidential 6
  • 7. MAKE EVERY EMAIL COUNT • Segment your list and customize email content based on your target audience. • Run multi-part appeals with a main ask, a season‟s greeting, and „a last chance to give‟ email • Share Outcomes 10/23/2013 Blackbaud Confidential 7
  • 8. TAP INTO YOUR SUPPORTERS’ NETWORKS • Encourage family giving by getting creative with an appealing ecommerce offering, membership, or other holiday giving idea. A donation to your organization could make the perfect present. • Use Social Media, send eCards, and ask constituents to forward emails or links to friends 10/23/2013 Blackbaud Confidential 8
  • 9. COMMON CHALLENGES FUNDRAISERS FACE TODAY • How do I get my constituents to donate more frequently? • How can I tell if what we are doing is really working? • How can I ensure that I am spending my time (and those of my volunteers) effectively? • How can I make personal connections with donors and prospects when I have a small staff and a crazy schedule? • How do I build trust and transparency with my board and my supporters? • How can I get better insight into my fundraising performance? Let’s Dive deeper in to how eTapestry helps nonprofits with these challenges… 10/23/2013 Blackbaud Confidential 9
  • 10. 1 MANAGE AND TRACK ALL YOUR RELATIONSHIPS • Easily manage and cultivate your supporters • Increase engagement and responsiveness by leveraging a holistic view of your supporter base Members Donors • Acquire and retain more supporters thanks to the ability to spend less time focusing on data and more time focusing on your mission 10/23/2013 Blackbaud Confidential Volunteers 10
  • 11. ALL YOU NEED TO KNOW IN ONE PLACE 10/23/2013 Blackbaud Confidential 11
  • 12. 2 QUICK AND EASY FOLLOW UP • Tell donors “thank you” personally within seconds of their donation 10/23/2013 Blackbaud Confidential 12
  • 13. 3 ZERO-CLICK DASHBOARDS AND REPORTS Keep yourself and key stakeholders upto-date with zero-click dashboards and reports Easily answer questions like… • What's the percentage of donors that are renewing their support from one year to the next? • Which donors give gifts in multiple and/or consecutive years – or months? • Who are the best prospects for major gifts? • How do my giving results compare from one time frame to another? • How many donors lapsed, upgraded, downgraded, or were new in a certain time frame? 10/23/2013 Blackbaud Confidential 13
  • 14. 4 QUICK AND FLEXIBLE REPORTING • Deliver the most important information in the format needed • Schedule reports do be delivered on a regular basis to you or anyone in your organization • Report on key information unique and important to your organization • Ready to use reports for measuring your organizations most important data 10/23/2013 Blackbaud Confidential 14
  • 15. 5 BUILT-IN EMAIL MARKETING • Easily build and send professional looking communications using a built in HTML email editor. • Keeps copies of individual or mass emails on each account so that you can track all of your constituent communications. • Run state of the art spam analysis. • Take advantage of delivery scheduling. • Report on the deliverability and performance. • Remain 100% CAN-SPAM compliant. 10/23/2013 Blackbaud Confidential 15
  • 16. 6 EASY TO USE DO-IT-YOURSELF DONATION FORMS With eTapestry it is easy to collect donations directly into your eTapestry database through our easy to use Do-it-Yourself (DIY) forms. • Online Giving Page: Allow your page visitors to make one-time and recurring donations. • Event Registration Page: Allow your page visitors to register for an event. • Membership Signup Page: Allow your page visitors to purchase memberships. • Contact Page: Allow your page visitors to sign up to receive regular communications from you. • Volunteer Page: Allow your page visitors to register to volunteer with your organization. 10/23/2013 Blackbaud Confidential 16
  • 17. 6 EASY TO USE DO-IT-YOURSELF FORMS • • • • • 10/23/2013 Collect donations quickly and easily right into your database Select from a library of templates, you don‟t need to know HTML! Make changes to the design any layout with our easy to use WYSIWYG editor Easily embed your DIY forms directly into your existing website! Send auto response emails thanking them for their donation/submission Blackbaud Confidential 17
  • 18. 6 EASY TO USE DO-IT-YOURSELF FORMS Embedded in your existing website! 10/23/2013 Blackbaud Confidential 18
  • 19. 6 EASILY ACCESS YOUR DATA FROM ANYWHERE • Access while on the go! - Office, Home, Airport, Board Meetings, ANYWHERE • Avoid embarrassing mistakes when with your donors • One touch access to recent giving history, donor information, photos, etc. • Increase efficiency • Stay informed even when you are on the road with real-time dashboards and reports 10/23/2013 Blackbaud Confidential 19
  • 20. 7 YOUR DATA IS SAFE AND SECURE • • • • • • • • 10/23/2013 Encrypted data PCI Compliant SAS 70 Compliant Multiple Hosting Site Redundant equipment Automatic backups Automatic updates Uptime Statistics Blackbaud Confidential 20
  • 21. 8 SAVE MONEY WITH ETAPESTRY! 10/23/2013 Blackbaud Confidential 21
  • 22. TRAINING INCLUDED IN YOUR PACKAGE • Unlimited user training at your pace and convenience • Unlimited access to Full Training Library (anyone you give username to can train!) • Unlimited Recorded Sessions/Classes(anyone can attend)Crash CoursesMaster Classes • Live Implementation • Cohort included as well! 10/23/2013 Blackbaud Confidential 22
  • 23. YOU ARE FULLY SUPPORTED Email 10/23/2013 Blackbaud Confidential Online Help Instant Messaging 23 Telephone
  • 24. CASE STUDY: SCHOOL ON WHEELS 300,000 raised online in one month 500% increase in new donors School on Wheels‟ success with eTapestry! “eTapestry has enabled us to engage board members in the fundraising process, keep valuable information about donors in one place, and be much more proactive about retaining and even upgrading donors. Every year we use the database more and more and we are thrilled with how easy it is to use.” Janet Hiatt, Vice President of Development 10/23/2013 Blackbaud Confidential 24
  • 25. YOUR TECHNOLOGY PARTNER • Blackbaud has the world‟s largest nonprofit customer base - 26,000 + organizations - 7000 + organizations using eTapestry • eTapestry was the first on-demand fundraising software delivered over the Internet, giving users‟ access from any location and a solution that is automatically backed-up, maintained and updated • Customer retention rate of 98% • Ever-evolving product line to meet changing needs, $45 million invested in R&D in 2010, limited exposure to risk due to Blackbaud‟s stability NASDAQ: BLKB, financially stable and growing • 29+ years experience focused on nonprofit community & philanthropy 10/23/2013 Blackbaud Confidential 25
  • 26. WHAT ELSE CAN WE DO FOR YOU? INTEGRATE! Website: WordPress DIY Online Donation Page eTapestry Communication eTapestry Database 10/23/2013 Blackbaud Confidential 26 Friends Asking Friends
  • 27. WHAT’S NEXT? WORKING WITH ETAPESTRY… 1 2 3 4 10/23/2013 • We‟ll discuss your unique needs • We‟ll provide a personalized demonstration • We provide a solution proposal • We‟ll help you with every step of implementation Blackbaud Confidential 27
  • 28. WHAT QUESTIONS DO YOU HAVE? 10/23/2013 Blackbaud Confidential 28

Editor's Notes

  1. TITLE SLIDE.
  2. School on Wheels replaced their spreadsheets with eTapestry and saw immediate results that speak for themselves:The ChallengeSchool on Wheels used Microsoft Excel® spreadsheets to manage its data, but staff could not query for mailings to board members, corporations, foundations, etc. Further compounding the problem was the fact that different spreadsheets were kept across the organization and there was no visibility into the data, its accuracy, or the overall well-being of School on Wheels.The SolutionMore than five years ago, a board member introduced the organization to eTapestry, and as a small organization, School on Wheels began using the free “under 500” database (the very first offering in the eTapestry family). Since then, the organization’s database has grown to 2,500 records and staff now use eTapestry’seCommerce, Web 2.0, and Executive Reports modules.The ResultsStaff recently completed a successful online fundraising campaign, raising $30,000 in just one month! They also used the solution to process auction items at the organization’s recent gala, which raised more than $40,000. (For this event, staff used Web 2.0 to manage online giving, which was a huge success.)“Every year we use the database more and more,” said Janet Hiatt, vice president of development. “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.”School on Wheels staff have built stronger relationships with donors and better engaged board members with eTapestry. Executive Reports has been especially useful; board members can personally call, write, or email donors to thank them for their gifts. Plus, staff can update the records with information about why each donor supports School on Wheels, how they got involved, and more, and they can quickly identify donors who have lapsed or downgraded so that the board can ask for their continued support. They say it’s a great way to engage board members in the fundraising process and keep valuable information about donors in one place, all while retaining and even upgrading donors.
  3. Our missionBlackbaud is the leading global providerof software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships, and raise more money to support their missions  
  4. Our missionBlackbaud is the leading global providerof software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships, and raise more money to support their missions