1. 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

2. Donor Management Solutions Conference 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

3. Donor Management Solutions Conference 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

4. talks! Donor Management Solutions Presenters: Nancy Kirk, Niki Richardson, Adriana Bitoun Sponsored by

5. Donor Management Solutions Conference 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

6. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

7. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Todays Speakers Niki Richardson Legal Aid Foundation of Santa Barbara County Nancy Kirk The Tri-Faith Initiative Facilitator: Kami Griffiths, TechSoup Global Assisting with chat questions: Kevin Lo, TechSoup Global & Robert Weiner, Consultant Adriana Bitoun California State University Dominguez Hills

8. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Agenda GiftWorks eTapestry DonorPerfect Q&A

9. talks! GiftWorks Nancy Kirk Executive Director, The Tri-Faith Initiative

10. Donor Management Solutions Conference 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 cant be used in reports –Smartlist reports cant do totals –The word processing function is clunky But there are workarounds for all the problems and Mission Research listens to suggestions for improvements

11. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

12. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

13. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

14. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

15. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

16. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

17. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

18. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

19. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

20. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

21. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392

22. Donor Management Solutions Conference 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 doesnt 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.

23. talks! eTapestry Niki Chopra Richardson Development Director, Legal Aid Foundation of Santa Barbara County

24. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Legal Aid Welcome Page

25. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Add Accounts

26. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Traveling Sidebar Moves when you scroll down so you dont have to scroll back up to save Gives you options ie: save and enter gift, or save and search new etc.

27. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 E-Newsletter

28. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Templates for Letters

29. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Create your own Letter

30. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 eTapestry Standard Reports

31. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 eTapestry Self-help

32. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 eTapestry Webinars

33. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 eTapestry Webinars

34. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 eTapestry Best Practices

35. Donor Management Solutions Conference 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)

36. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 Thank you for your time today! Niki Chopra Richardson Development Director Legal Aid Foundation of Santa Barbara County 805.963.6754 x109 nrichardson@lafsbc.org

37. talks! DonorPerfect Adriana Bitoun Director of Advancement Services, California State University Dominguez Hills

38. Donor Management Solutions Conference 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 Count Individuals 84,507 Organizations 1,548 86,055 Operations Constituents Staff members: 2 Assistants 1 Database Administrator 1 Gift Processor 2 Directors 2 Development Officers 1 AVP

39. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

40. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

41. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

42. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

43. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

44. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

45. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect®

46. Donor Management Solutions Conference 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 tool 2.The Pledge module 3.Book keeping and accounting

47. Donor Management Solutions Conference Call: 866-740-1260 Access Code: 6339392 CSU Dominguez Hills & DonorPerfect® DonorPerfect® has three levels of customer service: 1.Standard 2.Full Support 3.Premium

48. Donor Management Solutions Conference 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#datahttp://www.donorperfect.com/fundraising- software/price-sheet.html#data

49. Donor Management Solutions Conference 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.fundsvcs.org/ –www.ideaencore.com/www.ideaencore.com/ –www.instituteforgiving.org/index.htmlwww.instituteforgiving.org/index.html –www.nten.org/www.nten.org/

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

51. Donor Management Solutions Conference 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/Cat egory.aspx?category=GiftworksDonatedhttp://home.techsoup.org/Stock/Pages/Cat egory.aspx?category=GiftworksDonated

52. Donor Management Solutions Conference 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=eTapestryhttp://home.techsoup.org/Stock/Pages/Category. aspx?category=eTapestry

53. Donor Management Solutions Conference 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 DonorPerfectdirectly from DonorPerfect Includes up to 1,000 records Full product description and eligibility guidelines: http://home.techsoup.org/Stock/Pages/Cat egory.aspx?category=DonorPerfect http://home.techsoup.org/Stock/Pages/Cat egory.aspx?category=DonorPerfect

54. Donor Management Solutions Conference 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

55. Donor Management Solutions Conference 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

56. Donor Management Solutions 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. For more information: pages.readytalk.com/techsoup.html

57. talks! Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392