*October 30th, 2008 Seminar @ the Mansour Center in Marietta, GA *November 10th, 2008 @ Tides of Change Conference in Irvington, VA

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

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

9. 1. Pure Fundraising Tools: Matching Gifts

10. 1. Pure Fundraising Tools: Matching Gifts

11. 1. Pure Fundraising Tools: Matching Gifts

12. 1. Pure Fundraising Tools: Matching Gifts

14. 1. Pure Fundraising Tools: Recurring Gifts

15. 1. Pure Fundraising Tools: Recurring Gifts

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

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

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

22. 1. Pure Fundraising Tools: For Impact Report

23. 1. Pure Fundraising Tools: For Impact Report

24. 1. Pure Fundraising Tools: For Impact Report

26. 1. Pure Fundraising Tools: Segmentation

27. 1. Pure Fundraising Tools: Segmentation

28. 1. Pure Fundraising Tools: Segmentation

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

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

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

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

37. 2. Relationship Building: eMail

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

44. 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

46. 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

47. 2. Relationship Building: Web 2.0

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

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

51. 2. Relationship Building: Web 2.0

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

53. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building: Web 2.0 – Social Networking

54. 2. Relationship Building: Web 2.0 - Widgets

55. 2. Relationship Building: Web 2.0 - RSS

56. 2. Relationship Building: Web 2.0 - RSS

57. 2. Relationship Building: Web 2.0 - RSS

58. 2. Relationship Building: Web 2.0 - Podcasts

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

60. 2. Relationship Building: Web 2.0 - Wikipedia

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

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

65. 2. Relationship Building: Moves Management ©

66. 2. Relationship Building: Moves Management ©

67. 2. Relationship Building: Moves Management ©

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

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

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

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

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

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

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

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

80. 3. Benchmark Reporting

81. 3. Benchmark Reporting

82. 3. Benchmark Reporting Giving Dynamics Report

83. 3. Benchmark Reporting Benchmark Status Report

84. 3. Benchmark Reporting Benchmark Comparison Report

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

87. 4. Donor Loyalty

88. 4. Donor Loyalty

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

90. 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

93. 5. Community Building Donor Login

94. 5. Community Building Donor Login Keith Davis

95. 5. Community Building Donor Login

96. 5. Community Building Donor Login

101. 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

104. 6. Web Site Optimization: Before and After

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

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

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

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

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

118. Subscriber Services

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

124. 1. Set up a Gmail Account

125. 2. Post Pics to Flickr

126. 3. Try a Microblog

127. 4. Create a Google Alert

128. 5. Set Up an RSS

129. 6. Share a YouTube Video

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

131. 8. Join a Social Network

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

133. 10. Play a Video Game

134. Thank you! Katie Rucker Account Executive [email_address] Special Thanks to Carol Redman of Redman Church and Nonprofit Growth Strategies for making this seminar possible!!