A Year In The Life Of A New Donor

A YEAR IN THE LIFE OF A NEW DONOR

TODAY’S FOCUS

What this session is…

What this session is not…

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A visit to your website…

This just in…A new prospect signs up to receive your newsletter!

News you can use… You create and send a newsletter using eTapestry correspondence.

Sending the EmailA 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

Measuring your success How many responses might you get?

Measuring your success How many responses might you get?

I’m hooked!The prospect reads your newsletter & decides to donate.

A donation! She visits your donation page & donates!

A donation! …you both receive confirmation emails…

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

Time for a thank you…

Time for a thank you…

Reporting… Measure your results

Check your Fund Activity

And your Approach Analysis report

Measuring how you’re doing… Compare one time period to another…fast!

Scheduling a Report

Measuring how you’re doing…

A revelation in your next Board meeting…

A familiar name with a personal connection…..

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

Analysis reveals even more…

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


For Impact can help you determine which donors to pursue.




The details of the cultivation steps can be recorded on the Journal as Contacts.



Calendar Items act as reminders to keep you organized.

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

No place like Home…Customizing the Home page allows users to see just

what they want to see.

No place like Home…

Welcome back!Our favorite Welcome Page option? The Favorite

Reports & Queries Tile!

Welcome back! Quick and easy reporting…

Welcome back! Quick and easy reporting…

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!

And now, the end is near… Time for end of year reporting & receipts! What to

do if your queries aren’t quite right?

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


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

eTapestry SupportCharles Moore & Jason Oliver

Kimberly Hammer, Abbey Schaefer & Susie Morris

Geoff Arbuckle

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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

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.

!


WHAT’S NEW AT ETAPESTRY?

Personal Fundraising

REGISTRATION – TEAM OPTIONS


TEAM PAGE


PARTICIPANT PAGE


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

Cart Sell items on your website…

Purchase transactions that look like purchases:

Purchases stored as Orders, not as Gifts

Separate Sales Tax line item (for US States)

Separate Shipping Fee line item

Cart

Cart Entering items is easy!

ETAPESTRY CART WEBPAGE

Cart Customize your preferences

Cart ….a purchase!

Cart ….a purchase!

Donor Login/Member Look Up Give you donors self service access to their information

Donor Login Update contact information

Donor Login See giving history and outstanding pledges

Donor Login

And even make a payment on a pledge

Member Look Up search for other individuals affiliated with your organization

Member Look Up search for other individuals affiliated with your organization

Member Look Up communicate with other individuals in a secure way

Questions?

eTapestry at Thanksgiving

Documents

A Year In The Life Of A New Donor