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

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Presentation on theme: "Talks! Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code:"— Presentation transcript:

1 talks! 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

2 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 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

3 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 You are being recorded… This seminar will be available on the TechSoup website along with past webinar presentations: –www.techsoup.org/go/webinarswww.techsoup.org/go/webinars You will receive a link to this presentation, materials, and links. Ask follow-up questions in the Fundraising Forum: –http://forums.techsoup.org/cs/forums/t/29 333.aspxhttp://forums.techsoup.org/cs/forums/t/29 333.aspx Twitter hashtag: #tstweb

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

5 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 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

6 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Agenda Introduction to Exceed! Basic 3.0 - Broad features - How it has helped one nonprofit - Exceed! Basic through TechSoup Digging Deeper - Step-by-step features - Case study: Valley Animal Center experience Resources and Comparisons Q&A Wrap-Up

7 talks! Introduction to Exceed! Basic 3.0

8 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Telosa’s Background Founded in 1986. Susan Packard Orr, Founder & CEO Work exclusively with nonprofits Exceed! Basic entry level program for small nonprofits Exceed! Premier for mid-large nonprofits

9 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 What Is Exceed! Basic Contact Management (Donors, Prospects, Clients) Fundraising Management (Gifts, Pledges, Dues) Mailings and Data Exports (Excel,Word,Email) Microsoft Outlook Sync Comprehensive Reports Drill Down Reporting Interface for Vertical Response Email Marketing Importer/Exporter Membership Management QuickBooks Accounting Interface

10 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Why Exceed! Basic Fundraising Software program used by 1000’s of nonprofits Supported by company with over 20 years experience Extremely affordable initially and ongoing support and training Upgrade path, no premium charged, no data lost in conversion.

11 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Who We Are & How Exceed! Basic Helped Us!

12 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Overall Benefits to Our Organization Went from old-fashioned spreadsheets to a real donor management system Manage donors and potential donors easily and quickly pull records Ability to take donations in honor or memory of a person or pet Seamless reporting process

13 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 TechSoup’s Discounted Telosa Product Additional information can be found at: http://www.techsoup.org/stock/product.asp?catalog_name=TechSoupMain&cat egory_name=Telosa&product_id=G-3108&Cat1=Telosa&CatCount=1 http://www.techsoup.org/stock/product.asp?catalog_name=TechSoupMain&cat egory_name=Telosa&product_id=G-3108&Cat1=Telosa&CatCount=1

14 talks! Digging Deeper: Features and Case Study

15 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Exceed! Basic Features continued…

16 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Customizability continued…

17 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Gift Tracking and Payment History continued…

18 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Easy Mail Merge for Donor Follow-Up continued…

19 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Sample Thank You Letter continued…

20 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Quick Reporting continued…

21 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Easy Stats and Charts continued…

22 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Detailed Drill-Down Reporting continued…

23 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Sorting Features continued…

24 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Batch Thank Yous and Group Exports continued…

25 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Email Blasts with Vertical Response continued…

26 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Kelly’s Five Favorite Features 1. Donor, Prospect and Client Tracking –When a donor calls or comes in person to the facility, we can look up their biographical and giving history profile quickly to know about the donor and/or friend of the organization to include their most recent gift, what appeal they gave to, how much their donation was, and their cumulative giving. (It is a quick snapshot). 2. Gift Tracking –All donations and sale purchases are entered under a person’s profile with specific codes to show the designation of the donation and/or sale. We can then pull up an individual’s giving history to see all these transactions, or we can pull a general report based on all individuals who have contributed to a specific fund or appeal.

27 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Kelly’s Five Favorite Features 3. Memorial / Honorarium Details –When we receive numerous gifts in memory of or in honor of someone, we can create a code for this, and later retrieve a comprehensive list of all those who gave for this particular memorial/honorarium. 4. Donor Lists for Newsletters –For a newsletter or solicitation mailing, we can extract a mailing list by running specific reports to cherry-pick a desired group. 5. Top Donors Over Any Period –We can run reports to produce our top 25, 50, etc. donors overall, or for a given year or period of time.

28 talks! Resources & Comparisons

29 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Donor Management Comparisons A Few Good Donor Management Tools http://www.techsoup.org/learningcenter/funding/page10942.cfm Donor Management Software Comparison http://www.techsoup.org/learningcenter/databases/page5961.cfm Choosing a Low-Cost Donor Management System http://www.techsoup.org/learningcenter/databases/page11928.cfm Inexpensive Donor Databases http://www.techsoup.org/learningcenter/databases/archives/page1 0169.cfm

30 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Get the Most Out of Telosa Go to our website to learn more: www.telosa.com/techsoup When you visit you’ll be able to… Download the Exceed! Basic Demo Sign up to attend a live Telosa webinar Read what others are saying about Exceed! Basic Learn about special discounted packages for TechSoup recipients including training, technical support and other services

31 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Get the Most Out of Telosa Here are some helpful links: Full Demo: http://www.telosa.com/demo/success.html http://www.telosa.com/demo/index.html Telosa Free Webinars: http://www.telosa.com/order/eb_webinar.html Training Resources: http://www.telosa.com/services/training.html

32 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Exceed Basic Upgrade Options Exceed! Premier for –Event Tracking –Campaign Module –Grant Module –Volunteer Scheduling –Prospect Research Module- Wealth Engine and Donor Search –Social Networking- GiveZooks.com

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

34 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Continue the Discussion… Additional questions can be answered by posting in the Fundraising Community Forum: – http://forums.techsoup.org/cs/forums/t/29333. aspx http://forums.techsoup.org/cs/forums/t/29333. aspx

35 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Get the Most Out of TechSoup At TechSoup, you’ll find a range of technology services to help your nonprofit: – Read helpful articles in our Learning Center – Request donated software, hardware, and online services – Join our community forums to learn from your colleagues – Browse upcoming events and conferences

36 Organize Your Donor Data with Telosa Conference Call: 866-740-1260 Access Code: 6339392 Upcoming Webinars Hidden Gems: TechSoup Donations for Libraries Wednesday, October 28, 11 a.m. Pacific time Visit www.techsoup.org/go/webinars forwww.techsoup.org/go/webinars more upcoming free events!

37 Organize Your Donor Data with Telosa Conference 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: 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 talks! Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476

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