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eTapestry is a Blackbaud Company
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eTapestry is a Blackbaud Company
Cate Shaffer
Account Executive
Breakthrough Internet Strategies for the
Next Decade of Fund Raising:
An Executive Briefing
eTapestry is a Blackbaud Company
Who is eTapestry?Who is eTapestry?
• Dedicated to serving nonprofits
• A fast growing, successful NASDAQ firm
• A company that thrives on innovation
• A group that is passionate about service
• People who love to have fun!
eTapestry is a Blackbaud Company
What is our history?What is our history?
• Founded by former execs of MSC
• First “Software as a Service” solution for
nonprofits in 1999
• 6,000 nonprofit clients around the world
• Became part of Blackbaud-August 2007
eTapestry is a Blackbaud Company
Agenda
1. Pure Fund Raising Tools
• Recurring Gifts
• Segmentation
1. Relationship Building Tools
• CRM
• Email
• Web 2.0
3. Donor Loyalty
4. Community Building (Donor Login)
5. Web Site Optimization
6. Research/Analytics
eTapestry is a Blackbaud Company
The Rules
Still Apply
(It’s all about
relationships…
not technology)
eTapestry is a Blackbaud Company
Know the Difference
It is Now a New World
eTapestry is a Blackbaud Company
 The foundation of many Fundraising Programs
 Key in ePhilanthropy Transactions
 Constituents become Investors rather than
Donors
 Technology makes it Easy
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
Recurring GiftsRecurring Gifts
eTapestry is a Blackbaud Company
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
Recurring GiftsRecurring Gifts
eTapestry is a Blackbaud Company
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
Recurring GiftsRecurring Gifts
eTapestry is a Blackbaud Company
 Personalize Everything You Can
 Let Technology do the Work for You
 Queries can be Intuitive and Easy
 Think with Building Blocks and Logic
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
SegmentationSegmentation
eTapestry is a Blackbaud Company
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
SegmentationSegmentation
eTapestry is a Blackbaud Company
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
SegmentationSegmentation
eTapestry is a Blackbaud Company
1. Pure Fundraising Tools:1. Pure Fundraising Tools:
SegmentationSegmentation
eTapestry is a Blackbaud Company
 Strong Relationships are from Knowing
Important Details, Hopes and Dreams
 Easily Supplement your Memory
 Only Works if Used Daily by All
 A Remarkable “Secret Weapon” for Fund Raising
2. Relationship Building:2. Relationship Building:
Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
eTapestry is a Blackbaud Company
“If you want milk from a cow, you don’t
send it a letter.”
Si Seymour
2. Relationship Building:2. Relationship Building:
Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
eTapestry is a Blackbaud Company
 The Foundation of the Communications
Revolution
 Expected by EVERY Generation Now
 Use Properly or the Results are Worse than not
 A Fraction of the Cost of Other Forms of
Communication
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
Email Key Functions
Tracking: bounces, opens, click-throughs
Subscription management: automated unsubscribe or
opting out link
2. Relationship Building:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
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:2. Relationship Building:
eMaileMail
eTapestry is a Blackbaud Company
 You are NOW the Catalyst not the Originator
 Where Thousands of New Relationships can
Begin
 Traffic you Always Dreamed of for your Web Site
 Easier than you Think to Do
2. Relationship Building:2. Relationship Building:
Web 2.0Web 2.0
eTapestry is a Blackbaud Company
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:2. Relationship Building:
Web 2.0Web 2.0
eTapestry is a Blackbaud Company
Web 1.0 vs. Web 2.0
 Web 1.0 was about reading, Web 2.0 is about writing
 Web 1.0 was about organizations, Web 2.0 is about
communities
 Web 1.0 was about home pages, Web 2.0 is about blogs
 Web 1.0 was about portals, Web 2.0 is about RSS
 Web 1.0 was about owning, Web 2.0 is about sharing
Source: Joe Drumgoole, http://joedrumgoole.com/blog/2006/05/29/web-20-vs-web-10/
2. Relationship Building:2. Relationship Building:
Web 2.0Web 2.0
eTapestry is a Blackbaud Company
Source: The Wall St. Journal , 2006
2. Relationship Building:2. Relationship Building:
Web 2.0 – Online Video UseWeb 2.0 – Online Video Use
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0Web 2.0
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 – Social NetworkingWeb 2.0 – Social Networking
eTapestry is a Blackbaud Company
1,313
Friends
12,309
Friends
18,047
Friends
25,037
Friends
2. Relationship Building:2. Relationship Building:
Web 2.0 – Social NetworkingWeb 2.0 – Social Networking
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 - RSSWeb 2.0 - RSS
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 - RSSWeb 2.0 - RSS
eTapestry is a Blackbaud Company
 
2. Relationship Building:2. Relationship Building:
Web 2.0 - PodcastsWeb 2.0 - Podcasts
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 – Message BoardsWeb 2.0 – Message Boards
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 - WikipediaWeb 2.0 - Wikipedia
eTapestry is a Blackbaud Company
Peer Fundraising Online
2. Relationship Building:2. Relationship Building:
Web 2.0 – Personal Fundraising PagesWeb 2.0 – Personal Fundraising Pages
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 – Personal Event FundraisingWeb 2.0 – Personal Event Fundraising
eTapestry is a Blackbaud Company
2. Relationship Building:2. Relationship Building:
Web 2.0 – Shopping CartWeb 2.0 – Shopping Cart
eTapestry is a Blackbaud Company
 Average volunteer sends over 30 emails
 One in four emails sent by a volunteer results
in a donation
 Average online event gift is $59 which is a
50% increase over the average off-line gift
 Many volunteers reach their stated FR Goal!
2. Relationship Building:2. Relationship Building:
Web 2.0 – Personal Event FundraisingWeb 2.0 – Personal Event Fundraising
Results:Results:
eTapestry is a Blackbaud Company
How do you know which donors are loyal?
Which are accessible?
Which feel trapped?
Which are at risk?
3. Donor Loyalty
Questions
eTapestry is a Blackbaud Company
3. Donor Loyalty
Why Measure?Why Measure?
• More NP’s Equal More CompetitionMore NP’s Equal More Competition
• Appropriate Donor Strategy is EasierAppropriate Donor Strategy is Easier
• Donors Expect MoreDonors Expect More
• Everyone Loves to Provide Their OpinionEveryone Loves to Provide Their Opinion
eTapestry is a Blackbaud Company
3. Donor Loyalty
eTapestry is a Blackbaud Company
- Value/Strategic Fit +-Loyalty+
Value Creators
Grow
Value Sustainers
Harvest
Value Detractors
Replace
Value Opportunities
Convert
3. Donor Loyalty
eTapestry is a Blackbaud Company
A donor’s loyalty
level is indicated on
the search screen
3. Donor Loyalty
eTapestry is a Blackbaud Company
4. Donor Loyalty
57%2%
17% 23%
n = 1 n = 27
n = 11n = 8
n =55 accounts8 donors are at risk
Representing $.21 million
27 donors are secure
Representing $.86 million
11 donors are trapped
Representing $.21 million
16%16% 16%16%
0%0% 67%67%
eTapestry is a Blackbaud Company
 Retaining Current Donors is Job # 1
 Knowing Where to Focus is Essential
 Avoidance of Lapsed Donors is Huge
 “Keep your Friends Close”
3. Donor Loyalty
eTapestry is a Blackbaud Company
4. Community Building
Donor Login
 Like it or Not You are Now Open 24/7
 Community Involvement Creates Web Site
Stickiness!
 Your Mission Communication is Enhanced
 Constituent Bonding is Stronger
eTapestry is a Blackbaud Company
4. Community Building
Donor Login
eTapestry is a Blackbaud Company
Keith Davis
5. Community Building
Donor Login
eTapestry is a Blackbaud Company
4. Community Building
Donor Login
eTapestry is a Blackbaud Company
4. Community Building
Donor Login
eTapestry is a Blackbaud Company
5. Web Site Optimization
 If Relationships are Built on
Communications . . .
 Basic Parameters are Driven by Common Sense
 A Few Key Changes can Make a Huge
Difference
 Leverage Partners who KNOW the Non Profit
Sector
eTapestry is a Blackbaud Company
Both are Masters of Multi-Channel Marketing!
5. Web Site Optimization
Be Like Martha or Oprah
eTapestry is a Blackbaud Company
eTapestry is a Blackbaud Company
eTapestry is a Blackbaud Company
E-Mail
PrintOther Tools
An Integrated Strategy
In Person
Meetings
Phone
Events
Blogs
Text Messaging
Social Networking Sites
Your Web Site
5. Web Site Optimization
eTapestry is a Blackbaud Company
 What are the goals?
 How will we measure success?
 What are the specific tactics?
 Do we need any new tools or assistance?
 Who is responsible for what?
 Is everyone on the same page?
5. Web Site Optimization:
Start with a Plan
eTapestry is a Blackbaud Company
“There’s no better,
faster, easier and
cheaper place to
gather folks of like
minds than a Web
site.”
Carrie Johnson, Senior Analyst
Forrester Internet Research
5. Web Site Optimization
eTapestry is a Blackbaud Company
5. Web Site Optimization:
Before and After
eTapestry is a Blackbaud Company
 DMA Privacy Policy
Generator: Answer 16
Questions and a Privacy
Policy will be generated for
your website
http://www.the-dma.org/privacy/creating.shtml
5. Web Site Optimization:
Privacy
eTapestry is a Blackbaud Company
6. Web Site Optimization:
Needle in a Needle Stack
eTapestry is a Blackbaud Company
5. Web Site Optimization:
Keeping it Simple
Advanced Email
Database
Ecommerce
Website
eTapestry is a Blackbaud Company
INTEGRATION is the KEY!
5. Web Site Optimization:
Next Steps
eTapestry is a Blackbaud Company
Sept Oct Nov. Dec
E-Newsletter 9/15 10/15 11/15 12/15
Pre Telemarketing
e-mail
9/20
TM campaign starts 10/1
Year end direct mail 11/20
Year End E-Mail hits 1
and 2
12/20 /
12/28
5. Web Site Optimization:
Example Plan
eTapestry is a Blackbaud Company
 Does it accept donations by credit card? 94%
 Does it have a blog? 53%
 If you have a blog, can readers comment on it? 54%
 If you have a blog, does it have links to other blogs 52%
 Do you post any videos on your website? 75%
 Do you have podcasts on your website? 32%
 Do you host message boards? 22%
 Do you provide an RSS feed to your website? 29%
• Overbrook Foundation Survey of Human Rights NPO’s in
2007
5. Web Site Optimization:
Web Site Integration
eTapestry is a Blackbaud Company
Mention Benefits &
Ease Of Online
Contributions
6. Web Site Optimization:
Integrate on and off line appeals
eTapestry is a Blackbaud Company
5. Web Site Optimization:
Use eMail & direct mail together
eTapestry is a Blackbaud Company
 Plan
 Take an Integrated Approach
 Timely & Focused - Act Quickly When Needed
 Test Something New All The Time
 “SHOP” Others
 Think Targeted One-To-One Marketing
 People Give to People
 Have Fun!!!!
5. Web Site Optimization:
Keys to Success
eTapestry is a Blackbaud Company
"Do one thing every day
that scares you."
– Eleanor Roosevelt
"We have a strategic plan.
It's called doing things."
– Herb Kelleher
5. Web Site Optimization
eTapestry is a Blackbaud Company
5. Web Site Optimization:
Oprah & Martha would be proud
eTapestry is a Blackbaud Company
Epilogue
10 Technology Resolutions for
2008
Sarah Robbins
Director of Emerging
Technologies
Mediasauce
eTapestry is a Blackbaud Company
1. Set up a Gmail Account
eTapestry is a Blackbaud Company
2. Post Pics to Flickr
eTapestry is a Blackbaud Company
3. Try a Microblog
eTapestry is a Blackbaud Company
4. Create a Google Alert
eTapestry is a Blackbaud Company
5. Set Up an RSS
eTapestry is a Blackbaud Company
6. Share a YouTube Video
eTapestry is a Blackbaud Company
7. Really Use Your Cell Phone
(Send a text or a video)
eTapestry is a Blackbaud Company
8.8. Join a Social Network
eTapestry is a Blackbaud Company
9. Share PowerPoint Slides
(Save a tree or two!)
eTapestry is a Blackbaud Company
10. Play a Video Game
eTapestry is a Blackbaud Company
Thank you!
Cate Shaffer
Account Executive
Cate.Shaffer@etapestry.com
(317) 336-3967

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eTapestry Internet Fundraising Strategies Seminar

  • 1. eTapestry is a Blackbaud Company Welcome! We will get started shortly! -Please mute your line to avoid backround noises -Please sign into the audio portion conference call also to get started!
  • 2. eTapestry is a Blackbaud Company Cate Shaffer Account Executive Breakthrough Internet Strategies for the Next Decade of Fund Raising: An Executive Briefing
  • 3. eTapestry is a Blackbaud Company Who is eTapestry?Who is eTapestry? • Dedicated to serving nonprofits • A fast growing, successful NASDAQ firm • A company that thrives on innovation • A group that is passionate about service • People who love to have fun!
  • 4. eTapestry is a Blackbaud Company What is our history?What is our history? • Founded by former execs of MSC • First “Software as a Service” solution for nonprofits in 1999 • 6,000 nonprofit clients around the world • Became part of Blackbaud-August 2007
  • 5. eTapestry is a Blackbaud Company Agenda 1. Pure Fund Raising Tools • Recurring Gifts • Segmentation 1. Relationship Building Tools • CRM • Email • Web 2.0 3. Donor Loyalty 4. Community Building (Donor Login) 5. Web Site Optimization 6. Research/Analytics
  • 6. eTapestry is a Blackbaud Company The Rules Still Apply (It’s all about relationships… not technology)
  • 7. eTapestry is a Blackbaud Company Know the Difference It is Now a New World
  • 8. eTapestry is a Blackbaud Company  The foundation of many Fundraising Programs  Key in ePhilanthropy Transactions  Constituents become Investors rather than Donors  Technology makes it Easy 1. Pure Fundraising Tools:1. Pure Fundraising Tools: Recurring GiftsRecurring Gifts
  • 9. eTapestry is a Blackbaud Company 1. Pure Fundraising Tools:1. Pure Fundraising Tools: Recurring GiftsRecurring Gifts
  • 10. eTapestry is a Blackbaud Company 1. Pure Fundraising Tools:1. Pure Fundraising Tools: Recurring GiftsRecurring Gifts
  • 11. eTapestry is a Blackbaud Company  Personalize Everything You Can  Let Technology do the Work for You  Queries can be Intuitive and Easy  Think with Building Blocks and Logic 1. Pure Fundraising Tools:1. Pure Fundraising Tools: SegmentationSegmentation
  • 12. eTapestry is a Blackbaud Company 1. Pure Fundraising Tools:1. Pure Fundraising Tools: SegmentationSegmentation
  • 13. eTapestry is a Blackbaud Company 1. Pure Fundraising Tools:1. Pure Fundraising Tools: SegmentationSegmentation
  • 14. eTapestry is a Blackbaud Company 1. Pure Fundraising Tools:1. Pure Fundraising Tools: SegmentationSegmentation
  • 15. eTapestry is a Blackbaud Company  Strong Relationships are from Knowing Important Details, Hopes and Dreams  Easily Supplement your Memory  Only Works if Used Daily by All  A Remarkable “Secret Weapon” for Fund Raising 2. Relationship Building:2. Relationship Building: Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
  • 16. eTapestry is a Blackbaud Company “If you want milk from a cow, you don’t send it a letter.” Si Seymour 2. Relationship Building:2. Relationship Building: Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
  • 17. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
  • 18. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
  • 19. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Constituent Relationship Management (CRM)Constituent Relationship Management (CRM)
  • 20. eTapestry is a Blackbaud Company  The Foundation of the Communications Revolution  Expected by EVERY Generation Now  Use Properly or the Results are Worse than not  A Fraction of the Cost of Other Forms of Communication 2. Relationship Building:2. Relationship Building: eMaileMail
  • 21. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 22. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 23. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 24. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 25. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 26. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: eMaileMail
  • 27. eTapestry is a Blackbaud Company Email Key Functions Tracking: bounces, opens, click-throughs Subscription management: automated unsubscribe or opting out link 2. Relationship Building:2. Relationship Building: eMaileMail
  • 28. eTapestry is a Blackbaud Company 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:2. Relationship Building: eMaileMail
  • 29. eTapestry is a Blackbaud Company  You are NOW the Catalyst not the Originator  Where Thousands of New Relationships can Begin  Traffic you Always Dreamed of for your Web Site  Easier than you Think to Do 2. Relationship Building:2. Relationship Building: Web 2.0Web 2.0
  • 30. eTapestry is a Blackbaud Company 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:2. Relationship Building: Web 2.0Web 2.0
  • 31. eTapestry is a Blackbaud Company Web 1.0 vs. Web 2.0  Web 1.0 was about reading, Web 2.0 is about writing  Web 1.0 was about organizations, Web 2.0 is about communities  Web 1.0 was about home pages, Web 2.0 is about blogs  Web 1.0 was about portals, Web 2.0 is about RSS  Web 1.0 was about owning, Web 2.0 is about sharing Source: Joe Drumgoole, http://joedrumgoole.com/blog/2006/05/29/web-20-vs-web-10/ 2. Relationship Building:2. Relationship Building: Web 2.0Web 2.0
  • 32. eTapestry is a Blackbaud Company Source: The Wall St. Journal , 2006 2. Relationship Building:2. Relationship Building: Web 2.0 – Online Video UseWeb 2.0 – Online Video Use
  • 33. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0Web 2.0
  • 34. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 – Social NetworkingWeb 2.0 – Social Networking
  • 35. eTapestry is a Blackbaud Company 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building:2. Relationship Building: Web 2.0 – Social NetworkingWeb 2.0 – Social Networking
  • 36. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 - RSSWeb 2.0 - RSS
  • 37. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 - RSSWeb 2.0 - RSS
  • 38. eTapestry is a Blackbaud Company   2. Relationship Building:2. Relationship Building: Web 2.0 - PodcastsWeb 2.0 - Podcasts
  • 39. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 – Message BoardsWeb 2.0 – Message Boards
  • 40. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 - WikipediaWeb 2.0 - Wikipedia
  • 41. eTapestry is a Blackbaud Company Peer Fundraising Online 2. Relationship Building:2. Relationship Building: Web 2.0 – Personal Fundraising PagesWeb 2.0 – Personal Fundraising Pages
  • 42. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 – Personal Event FundraisingWeb 2.0 – Personal Event Fundraising
  • 43. eTapestry is a Blackbaud Company 2. Relationship Building:2. Relationship Building: Web 2.0 – Shopping CartWeb 2.0 – Shopping Cart
  • 44. eTapestry is a Blackbaud Company  Average volunteer sends over 30 emails  One in four emails sent by a volunteer results in a donation  Average online event gift is $59 which is a 50% increase over the average off-line gift  Many volunteers reach their stated FR Goal! 2. Relationship Building:2. Relationship Building: Web 2.0 – Personal Event FundraisingWeb 2.0 – Personal Event Fundraising Results:Results:
  • 45. eTapestry is a Blackbaud Company How do you know which donors are loyal? Which are accessible? Which feel trapped? Which are at risk? 3. Donor Loyalty Questions
  • 46. eTapestry is a Blackbaud Company 3. Donor Loyalty Why Measure?Why Measure? • More NP’s Equal More CompetitionMore NP’s Equal More Competition • Appropriate Donor Strategy is EasierAppropriate Donor Strategy is Easier • Donors Expect MoreDonors Expect More • Everyone Loves to Provide Their OpinionEveryone Loves to Provide Their Opinion
  • 47. eTapestry is a Blackbaud Company 3. Donor Loyalty
  • 48. eTapestry is a Blackbaud Company - Value/Strategic Fit +-Loyalty+ Value Creators Grow Value Sustainers Harvest Value Detractors Replace Value Opportunities Convert 3. Donor Loyalty
  • 49. eTapestry is a Blackbaud Company A donor’s loyalty level is indicated on the search screen 3. Donor Loyalty
  • 50. eTapestry is a Blackbaud Company 4. Donor Loyalty 57%2% 17% 23% n = 1 n = 27 n = 11n = 8 n =55 accounts8 donors are at risk Representing $.21 million 27 donors are secure Representing $.86 million 11 donors are trapped Representing $.21 million 16%16% 16%16% 0%0% 67%67%
  • 51. eTapestry is a Blackbaud Company  Retaining Current Donors is Job # 1  Knowing Where to Focus is Essential  Avoidance of Lapsed Donors is Huge  “Keep your Friends Close” 3. Donor Loyalty
  • 52. eTapestry is a Blackbaud Company 4. Community Building Donor Login  Like it or Not You are Now Open 24/7  Community Involvement Creates Web Site Stickiness!  Your Mission Communication is Enhanced  Constituent Bonding is Stronger
  • 53. eTapestry is a Blackbaud Company 4. Community Building Donor Login
  • 54. eTapestry is a Blackbaud Company Keith Davis 5. Community Building Donor Login
  • 55. eTapestry is a Blackbaud Company 4. Community Building Donor Login
  • 56. eTapestry is a Blackbaud Company 4. Community Building Donor Login
  • 57. eTapestry is a Blackbaud Company 5. Web Site Optimization  If Relationships are Built on Communications . . .  Basic Parameters are Driven by Common Sense  A Few Key Changes can Make a Huge Difference  Leverage Partners who KNOW the Non Profit Sector
  • 58. eTapestry is a Blackbaud Company Both are Masters of Multi-Channel Marketing! 5. Web Site Optimization Be Like Martha or Oprah
  • 59. eTapestry is a Blackbaud Company
  • 60. eTapestry is a Blackbaud Company
  • 61. eTapestry is a Blackbaud Company E-Mail PrintOther Tools An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site 5. Web Site Optimization
  • 62. eTapestry is a Blackbaud Company  What are the goals?  How will we measure success?  What are the specific tactics?  Do we need any new tools or assistance?  Who is responsible for what?  Is everyone on the same page? 5. Web Site Optimization: Start with a Plan
  • 63. eTapestry is a Blackbaud Company “There’s no better, faster, easier and cheaper place to gather folks of like minds than a Web site.” Carrie Johnson, Senior Analyst Forrester Internet Research 5. Web Site Optimization
  • 64. eTapestry is a Blackbaud Company 5. Web Site Optimization: Before and After
  • 65. eTapestry is a Blackbaud Company  DMA Privacy Policy Generator: Answer 16 Questions and a Privacy Policy will be generated for your website http://www.the-dma.org/privacy/creating.shtml 5. Web Site Optimization: Privacy
  • 66. eTapestry is a Blackbaud Company 6. Web Site Optimization: Needle in a Needle Stack
  • 67. eTapestry is a Blackbaud Company 5. Web Site Optimization: Keeping it Simple Advanced Email Database Ecommerce Website
  • 68. eTapestry is a Blackbaud Company INTEGRATION is the KEY! 5. Web Site Optimization: Next Steps
  • 69. eTapestry is a Blackbaud Company Sept Oct Nov. Dec E-Newsletter 9/15 10/15 11/15 12/15 Pre Telemarketing e-mail 9/20 TM campaign starts 10/1 Year end direct mail 11/20 Year End E-Mail hits 1 and 2 12/20 / 12/28 5. Web Site Optimization: Example Plan
  • 70. eTapestry is a Blackbaud Company  Does it accept donations by credit card? 94%  Does it have a blog? 53%  If you have a blog, can readers comment on it? 54%  If you have a blog, does it have links to other blogs 52%  Do you post any videos on your website? 75%  Do you have podcasts on your website? 32%  Do you host message boards? 22%  Do you provide an RSS feed to your website? 29% • Overbrook Foundation Survey of Human Rights NPO’s in 2007 5. Web Site Optimization: Web Site Integration
  • 71. eTapestry is a Blackbaud Company Mention Benefits & Ease Of Online Contributions 6. Web Site Optimization: Integrate on and off line appeals
  • 72. eTapestry is a Blackbaud Company 5. Web Site Optimization: Use eMail & direct mail together
  • 73. eTapestry is a Blackbaud Company  Plan  Take an Integrated Approach  Timely & Focused - Act Quickly When Needed  Test Something New All The Time  “SHOP” Others  Think Targeted One-To-One Marketing  People Give to People  Have Fun!!!! 5. Web Site Optimization: Keys to Success
  • 74. eTapestry is a Blackbaud Company "Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher 5. Web Site Optimization
  • 75. eTapestry is a Blackbaud Company 5. Web Site Optimization: Oprah & Martha would be proud
  • 76. eTapestry is a Blackbaud Company Epilogue 10 Technology Resolutions for 2008 Sarah Robbins Director of Emerging Technologies Mediasauce
  • 77. eTapestry is a Blackbaud Company 1. Set up a Gmail Account
  • 78. eTapestry is a Blackbaud Company 2. Post Pics to Flickr
  • 79. eTapestry is a Blackbaud Company 3. Try a Microblog
  • 80. eTapestry is a Blackbaud Company 4. Create a Google Alert
  • 81. eTapestry is a Blackbaud Company 5. Set Up an RSS
  • 82. eTapestry is a Blackbaud Company 6. Share a YouTube Video
  • 83. eTapestry is a Blackbaud Company 7. Really Use Your Cell Phone (Send a text or a video)
  • 84. eTapestry is a Blackbaud Company 8.8. Join a Social Network
  • 85. eTapestry is a Blackbaud Company 9. Share PowerPoint Slides (Save a tree or two!)
  • 86. eTapestry is a Blackbaud Company 10. Play a Video Game
  • 87. eTapestry is a Blackbaud Company Thank you! Cate Shaffer Account Executive Cate.Shaffer@etapestry.com (317) 336-3967

Editor's Notes

  1. And finally, we love to have fun. We want our employees to work hard, but also to have fun at what they do. It translates over to relationships with everyone we work with. Having fun, is one of our guiding principles at eTapestry.
  2. Our founders, and a number of our staff members, were formerly at Master Software – makers of Fund-Master. Master Software was the leading provider of fundraising software before it was purchased – and shut down – by Blackbaud in 1997. So they had a long history of working with nonprofits and helping them deal with the challenges of software. As a result of the BB purchase, they began to put together a new idea for delivering fundraising software as a “service”, and in 1999 introduced the first web-based application to the market. Today it has become readily adopted as a better way to deliver and manage software and is in use by over 5000 organizations around the world.
  3. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  4. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  5. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  6. Killer Ap
  7. Additional tools include a spam analyzer to insure high deliverability, as well as a scheduler.
  8. Detailed delivery reports show you the result of your mailings.
  9. Including stats on delivery rates, open rates, and detailed click thru tracking.
  10. Ask who’s using a commercial email provider
  11. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  12. Web 1.0 = electronic brochure
  13. Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
  14. Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
  15. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  16. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  17. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
  18. Betsy - Explain what multi channel is and why Martha is good at it.
  19. The ePhilanthropy toolbox suggests many techniques and tools for online success. Each organization should develop a strategy that is flexible to its current needs while planning for the future. Those seeking to get started are well advised to complete these four basic steps before they begin deploying an expanded ePhilanthropy strategy: 1. Establish an Informative Website – options should be shared for low cost ‘build it yourself’ approaches (i.e. http://www.homestead.com/nonprofits) and for selecting a web vendor to build a website. For most organizations the emphasis should be on building an informative website and not simply on spending a lot for all the ‘bells and whistles’. As their strategy grows and matures so should their website. 2. Collect Email Addresses and communicate with those who opt in – The ePhilanthropy Code of Ethics requires that nonprofit organizations only communicate electronically with those who ‘opt in’ or subscribe to receive such communication, it should also be noted that all such communication is also required to offer the reader the option to ‘opt out’ or unsubscribe to future communication. 3. Offer the option of online giving (encrypted) It should be noted that simply offering the option of online giving will not raise money, but the online architecture and encryption technology to support it must be in place before such a strategy can be deployed. 4. Register with Guidestar.org – As has been pointed out in this presentation registration with Guidestar serves several purposes: It gives the organization the opportunity to ‘tell its story’ using the free services of Guidestar, in a way more complete and reader friendly than the IRS 990. This will improve the information provided by Guidestar to a number of websites that use the database to promote giving to nonprofits (I.e. Fidelity’s Charitable Gift Fund, Networkforgood.org and others) Those nonprofits that submit grant proposals to Foundations are very likely to have their information on Guidestar reviewed by that Foundation, improved information could increase the chance of grant awards.
  20. Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
  21. Your Internet strategy should incorporate everything from your online face (website), to your online communication (email), to your online giving (ecommerce), to the heart of your system – the database. When working with our eTapestry customers on an Internet strategy, we can happily tell them there is good news, and then there is better news. The good news is that we can take any one aspect and help them implement it. The better news is that we can make all the pieces work together in a coordinated, seamless fashion.
  22. Betsy
  23. All have less than 1mm budget
  24. Use E-Mail and Telemarketing Together Reduce number of costly phone calls by encouraging members to give online Members who don’t give online still receive a phone call
  25. So here are a few tips for success. Visit and sign up for a newsletter with another group like HFHI or Salvation Army
  26. All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate