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talk s! Donor Management Solutions September 30, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

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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Page 1: Donor Management Solutions Webinar

talks!

Donor Management Solutions September 30, 2010

Audio is only available by calling this number:Conference Call: 866-740-1260; Access Code: 6339392

Sponsored by

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Using ReadyTalk

• Chat & raise hand • All lines are muted• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

• ReadyTalk support: 800-843-9166

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

You are being recorded…

• Streaming into Second Life• This seminar will be available on the TechSoup

website along with past webinar presentations:– www.techsoup.org/go/webinars

• You will receive a link to this presentation, material and links.

• After the webinar, you can ask follow-up questions in the Technology for Fundraising Forum:– http://bit.ly/donorms

• Twitter hashtags: #techsoup

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Donor Management Solutions

Presenters: Nancy Kirk, Niki Richardson, Adriana Bitoun Sponsored by

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Today’s Speakers

Niki Richardson Legal Aid Foundation of Santa Barbara County

Nancy KirkThe Tri-Faith Initiative

Facilitator: Kami Griffiths, TechSoup GlobalAssisting with chat questions:

Kevin Lo, TechSoup Global & Robert Weiner, Consultant

Adriana Bitoun California State

University Dominguez Hills

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Agenda

• GiftWorks• eTapestry• DonorPerfect• Q&A

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GiftWorks

Nancy KirkExecutive Director, The Tri-Faith Initiative

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

• Inexpensive for the software version• Very intuitive for data entry• Allows you to create drop-down boxes

in most fields to keep data consistent• Issues:

– Custom fields can’t be used in reports – Smartlist reports can’t do totals– The word processing function is clunky

• But there are workarounds for all the problems and Mission Research listens to suggestions for improvements

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Final Thoughts

• 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

• 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.

• Real people answer the phone in customer service.

• Back up. Back up. Back up. And then back up.

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eTapestry

Niki Chopra RichardsonDevelopment Director, Legal Aid Foundation of Santa Barbara County

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Legal Aid Welcome Page

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Add Accounts

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Traveling Sidebar

•Moves when you scroll down so you don’t have to scroll back up to save•Gives you options ie: save and enter gift, or save and search new etc.

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

E-Newsletter

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Templates for Letters

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Create your own Letter

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry Standard Reports

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry Self-help

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry Webinars

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry Webinars

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry Best Practices

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Final Thoughts

• Designate a point person• Spend as much time as you need

to provide clean data (GIGO)• It will be tedious and laborious – its

worth it• Create a data-entry ‘how to’ manual

so anyone who does it knows the protocol (e.g. Ave. vs Avenue)

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Thank you for your time today!

Niki Chopra Richardson Development DirectorLegal Aid Foundation of Santa Barbara County805.963.6754 [email protected]

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DonorPerfect

Adriana Bitoun Director of Advancement Services, California State University Dominguez Hills

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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

CountIndividuals 84,507 Organizations 1,548

86,055

Operations

Constituents

Staff members:

2 Assistants1 Database Administrator1 Gift Processor2 Directors2 Development Officers1 AVP

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

The three most challenging issues I find with the online version of DonorPerfect® are :

1.The query tool2.The Pledge module3.Book keeping and accounting

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

DonorPerfect® has three levels of customer service:

1.Standard2.Full Support3.Premium

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

CSU Dominguez Hills & DonorPerfect®

• 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:

• http://www.donorperfect.com/fundraising-software/price-sheet.html#data

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Final Thoughts

• Recommendations and general rules:– If you opt for an online system expect delays– Create documents on “how to” for your

organization– Consistency is the rule for databases– Ask your peers

• Resources:– www.fundsvcs.org/– www.ideaencore.com/– www.instituteforgiving.org/index.html– www.nten.org/

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Questions?

Submit your questions using the chat box.

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

GiftWorks Standard on TechSoup• $25 Admin Fee (retail value: $499) for

organizations with annual operating budgets of $50,000 or less

• No limit on number of records• GiftWorks 2011 version coming soon to

TechSoup.org in early-to-mid October• Full product description and eligibility

guidelines:• http://home.techsoup.org/Stock/Pages/

Category.aspx?category=GiftworksDonated

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

eTapestry on TechSoup

• $60 admin fee (retail value: $1,000)• Includes up to 1,000 records• Organizations with fewer than 500 records can

acquire the service directly from eTapestry at no charge

• 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)

• Full product description and eligibility guidelines:• http://home.techsoup.org/Stock/Pages/

Category.aspx?category=eTapestry

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

DonorPerfect on TechSoup

• Admin fee: $60 (retail value: $976) for organizations with annual operating budgets of $100,000 USD or less

• Organizations with budgets over $100,000 USD and under $1 million USD can receive

a 10% discount directly from DonorPerfect• Includes up to 1,000 records• Full product description and eligibility

guidelines: http://home.techsoup.org/Stock/Pages/Category.aspx?category=DonorPerfect

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Continue the Discussion…

• Additional questions can be answered by posting in the Technology for Fundraising Forum:– http://bit.ly/donorms

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

Upcoming Webinars

• Cloud Computing: Why You Should Care– Thursday, October 14, 11 a.m. Pacific time

• Story of an Open Source Library – Thursday, October 21, 11 a.m. Pacific time

• Security Basics: Keep your Computers Safe – Thursday, October 28, 11 a.m. Pacific time

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Donor Management SolutionsConference Call: 866-740-1260 Access Code: 6339392

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

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Thank you! Please complete the post event survey!

Kami Griffiths, [email protected], 415-633-9392