This online seminar was recorded and the PowerPoint presentation saved, so both can be accessed by clicking on the links to the right. Have questions? Visit our Fundraising Forum.

1. Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

4. Organize Your Donor Data with Telosa Presenters: Ann Troussieux, Telosa Andy Menefee, Telosa Kelly Joos, Valley Animal Center Becky Wiegand, TechSoup Sponsored by

5. Today’s Speakers Kelly Joos Valley Animal Center Ann Troussieux Telosa Becky Wiegand TechSoup Andy Menefee Telosa Answering Chat Questions Chris Fink, Telosa and Kami Griffiths, TechSoup

7. Introduction to Exceed! Basic 3.0

11. Who We Are & How Exceed! Basic Helped Us!

13. TechSoup’s Discounted Telosa Product Additional information can be found at: http:// www.techsoup.org/stock/product.asp?catalog_name = TechSoupMain&category_name = Telosa&product_id =G-3108&Cat1= Telosa&CatCount =1

14. Digging Deeper: Features and Case Study

15. Exceed! Basic Features continued…

16. Customizability continued…

17. Gift Tracking and Payment History continued…

18. Easy Mail Merge for Donor Follow-Up continued…

19. Sample Thank You Letter continued…

20. Quick Reporting continued…

21. Easy Stats and Charts continued…

22. Detailed Drill-Down Reporting continued…

23. Sorting Features continued…

24. Batch Thank Yous and Group Exports continued…

25. Email Blasts with Vertical Response continued…

28. Resources & Comparisons

33. Questions? Submit your questions using the chat box.

37. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html

38. Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476