1. This presentation has been prepared exclusively for members of: Jon Biedermann Vice President, Fundraising Solutions SofterWare, Inc. (800) 220-8111 jbiedermann@donorperfect.com

2.  Introduction-Why are we here?  DonorPerfect Background  Why Use Fundraising Software?  Who Supplies Fundraising Software?  What Does it Cost?  Summary  Q & A Agenda

3. Products Developed by SofterWare, Inc.  DonorPerfect and DonorPerfect Online  EZ-CAMP2 for Camp Management  EZ-CARE2 for Childcare Administration  MMS School Management Software Over 14,000 diverse clients One of the two largest fundraising solutions providers Over 120 experienced staff members Comprehensive services  Training  Data conversion  Technical Support Over 25 years of financial strength  We will be there when you need us  Committed to giving nonprofits a choice Company Overview

4. You WILL Raise More Money! You WILL Save Time! Why Fundraising Software at ALL?

5. One Year Revenue Growth (2006 – 2007) Survey of 1,000 Nonprofits with Fundraising Software All 1.5 Million US Nonprofits 21% 4%* Quick Fact: Only ~4% of U.S. Nonprofits use Fundraising Software *Source: Giving USA Report Source: DonorPerfect

6. You WILL Raise More Money!  How? Why Fundraising Software at ALL? 1.Constituent Relationship Management (CRM) 2.Targeted Fundraising Efforts 3.Powerful Reporting & Analysis

7. Store and manage data for all constituents in one database.  Donors  Members  Volunteers  Board Members  Special Event Participants  Corporations & Foundations Constituent Relationship Management Benefits: Everyone is working with the same up-to-date information. No need to ever re-enter information. Quickly sort, select and access the data to perform any task. Instant duplicate record checking at time of entry.

8. Sophisticated tools for…  Linking related records  Coding  Filtering donor attributes helps you understand your donor’s relationship to…  Your Organization  Other Organizations  Each other Constituent Relationship Management

9. For example:  Donor A and Donor B work for the same company  Donor A told you their company will match their donation  CRM software tracks everyone who works at that company  You can get a matching gift from Donor B as well – increasing your total gift amount! Constituent Relationship Management

10. Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment. Targeted Fundraising Efforts How? 1. Fundraising software lets you create filters on:  Specific constituents demographic  Particular giving history  Recency of last gift  The #1 Predictor of Future Giving  Frequency of giving  Gift Sizes (I.E., don’t ask a $1000 donor for only $10)  Any other filter you want!

11. Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment. Targeted Fundraising Efforts How? 2. Merge the exact data you want into:  Mailings  Emails  Call Lists  Export file for your mail house Benefit: Most fundraising software enables personalized communications to one, all or a selected group of constituents at one time – a big time saver!

12. Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment. Targeted Fundraising Efforts How? 3. Contact Management lets you:  Maintain a record of letters, solicitations, calls, other contacts  Assign due dates and reminder lists  Create “to do” lists for every user of needed follow-up tasks  Some systems automate these workflows with business rules Benefit: With automated business rules, you’ll never forget the next important task, whatever you deem that task to be – you have control!

13. Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment. Targeted Fundraising Efforts How? 4. Major Donor Cultivation:  80% of donations usually come from less than 20% of donors  Group contact activities into a moves management campaign Development staff can plan, coordinate and track major donor development efforts as part of a campaign

14. Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment. Targeted Fundraising Efforts How? 5. Special Event Management:  Some software lets you manage events like golf outings, galas, ___-a-thons, etc.  Event participants and fees  Auction gifts and purchases  Table assignments and more

15. All good solutions will include powerful reporting and analysis tools to  Track donors  Uncover hidden trends  Refine solicitation activities  Analyze your results  Make better business decisions You should also be able to easily modify and create your own unique, professional reports. Powerful Reporting & Analysis

16. Campaign Effectiveness

17. Powerful Reporting & Analysis Donation Summaries and Analyses

18. Powerful Reporting & Analysis Donation Summaries and Analyses

19. Powerful Reporting & Analysis Donation Summaries and Analyses

20. Powerful Reporting & Analysis Grant Tracking

21. Powerful Reporting & Analysis Constituent Reporting

22. Powerful Reporting & Analysis Constituent Reporting

23. You WILL Save Time!  How? Why Fundraising Software at ALL? Automate time-consuming tasks Integrated fundraising tools

24. Processing Donations  Step 1 – Record Enter gifts online, once or in a batch  Some solutions offer gift scanners  Step 2 – Recognize Every gift will get automatically acknowledge with the most appropriate, personalized letter.  Step 3 – Manage Gifts can be reported in many ways, including GL codes  Automatically post to Accounting programs Automate Time-Consuming Tasks

25. Automated Workflows  Some solutions offer ways to automate works based on specific business rules Example: If a gift of $500 or more is entered, an email notification can be sent to the Development Director and a telephone call can be set up Other examples:  Send email notifications to one or more staff  Setup a future contact  Update a field  Display a popup message  Display a specified URL Automate Time-Consuming Tasks Benefit: Save time and eliminate errors & missed opportunities due to forgetfulness

26. Good fundraising software will integrate and synchronize with other systems and tools using:  API (Application Program Interfaces)  XML Toolkits  Import Tools  Export Tools Many of these tools will save time AND help you raise more money! Integrated Fundraising Tools

27. Integrate with tools that expand the power of your fundraising solution & reduce data entry:  Accounting software  Your website*  Wealth screening tools*  Other databases  Social network fundraising tools*  Sponsored event tools  Email tracking  Web content management  Auction systems  Payment processing* Integrated Fundraising Tools

28. Your Website Integrated Fundraising Tools Good fundraising solutions offer integrated forms for constituent interactions that match your website  Online donations  Event registration  Information requests  Volunteers/Memberships  Fundraising item sales Integrate payment processing and donor data with your software Benefits: Eliminate data entry Improve convenience for donors Reduce postage/mailing costs Increase sign-ups, donations and web activity

29. Wealth Screening Tools Integrated Fundraising Tools Prospect research tools provide invaluable data on donor giving capacity:  Real estate holdings  Pension and income data  Philanthropic and biographical data  Stock ownership  Much more! Integrated this data to enhance and focus:  Major donor development  Moves management efforts  Appropriate “Ask” levels for solicitations  Targeted annual or capital campaigns Vendors like: WealthEngine NOZA Many others

30. Social Network Fundraising Integrated Fundraising Tools Personalized fundraising web pages that make it easy for event participants or constituents to solicit donations on your behalf:  Sponsored events  Tribute giving  Viral campaigns  Group/Team fundraising  Much more! Integrate payment processing and donor data with your software Acknowledgements Future solicitations / new constituent development

31. Payment Processing Integrated Fundraising Tools Your software should offer a variety of fully integrated tools for every type of credit card & bank draft processing, including:  One-time payments – staff entered  Constituent-initiated (online) payments  Automatic collection of monthly pledges Monthly payments of one-time gift Recurring gift program Quick Tip from AFP International Conference Question – How did Exxon became the largest, most profitable company ever in the history of the world? Answer – They’ve always taken every credit card ever created to make it easy to buy from them. Take-away – Nonprofits should worry less about transaction costs and fees and make it easy for potential donors to give the way they want to. In the future, you can ask them to switch to a less expensive method.

32. Over 25 companies  Most are small, 4-5 person shops  ‘Vertical’ market vendors DonorPerfect, Blackbaud products, Donor2, Telosa The company is just as important as the software!  Longevity  Financial strength  Range of services and support  Overall good reputation Balance a few bad stories with overall good reputation Ask for relevant references (your mission, location, size) Who Supplies Fundraising Software?

33. Costs License Fees Support ** Training ** Data Conversion Optional Modules  Online Giving/Credit Cards  Prospect Research  Broadcast Email Professional Services ($$$$) **If your organization can’t afford the ongoing support or training, it can’t afford the software!!

34. Costs Very Small Non Profit  Less than 500 Donors  < $1500 / Year Small – Medium Non Profit  500 – 25,000 Donors  $4000 - $10,000 Upfront, $1,000/year Larger Non Profits  20,000 – 250,000 Donors  $10,000 - $50,000 Upfront, $1200-$5,000/year Enterprise Non Profits  100,000 (+) Donors  $100k+ Upfront, Tens of Thousands / Year

35. Summary Why Fundraising Software at ALL?  Raise More Money  Save Time… So that you focus on your mission! (Follow-up YouTube Video) http://www.youtube.com/watch?v=bCQjbxPFhYs

36. Thank You! Questions & Answers??? Jon Biedermann Vice President, Fundraising Solutions SofterWare, Inc. (800) 220-8111 jbiedermann@donorperfect.com