talks! Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: ; Access Code: Sponsored by

Organize Your Donor Data with Telosa Conference Call: Access Code: Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link ed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support:

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

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

Organize Your Donor Data with Telosa Conference Call: Access Code: 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

Organize Your Donor Data with Telosa Conference Call: Access Code: Agenda Introduction to Exceed! Basic 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

talks! Introduction to Exceed! Basic 3.0

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

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

Organize Your Donor Data with Telosa Conference Call: Access Code: 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.

Organize Your Donor Data with Telosa Conference Call: Access Code: Who We Are & How Exceed! Basic Helped Us!

Organize Your Donor Data with Telosa Conference Call: Access Code: 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

Organize Your Donor Data with Telosa Conference Call: Access Code: TechSoup’s Discounted Telosa Product Additional information can be found at: egory_name=Telosa&product_id=G-3108&Cat1=Telosa&CatCount=1 egory_name=Telosa&product_id=G-3108&Cat1=Telosa&CatCount=1

talks! Digging Deeper: Features and Case Study

Organize Your Donor Data with Telosa Conference Call: Access Code: Exceed! Basic Features continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Customizability continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Gift Tracking and Payment History continued…

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

Organize Your Donor Data with Telosa Conference Call: Access Code: Sample Thank You Letter continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Quick Reporting continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Easy Stats and Charts continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Detailed Drill-Down Reporting continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Sorting Features continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Batch Thank Yous and Group Exports continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: Blasts with Vertical Response continued…

Organize Your Donor Data with Telosa Conference Call: Access Code: 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.

Organize Your Donor Data with Telosa Conference Call: Access Code: 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.

talks! Resources & Comparisons

Organize Your Donor Data with Telosa Conference Call: Access Code: Donor Management Comparisons A Few Good Donor Management Tools Donor Management Software Comparison Choosing a Low-Cost Donor Management System Inexpensive Donor Databases cfm

Organize Your Donor Data with Telosa Conference Call: Access Code: Get the Most Out of Telosa Go to our website to learn more: 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

Organize Your Donor Data with Telosa Conference Call: Access Code: Get the Most Out of Telosa Here are some helpful links: Full Demo: Telosa Free Webinars: Training Resources:

Organize Your Donor Data with Telosa Conference Call: Access Code: 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

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

Organize Your Donor Data with Telosa Conference Call: Access Code: Continue the Discussion… Additional questions can be answered by posting in the Fundraising Community Forum: – aspx aspx

Organize Your Donor Data with Telosa Conference Call: Access Code: 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

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

Organize Your Donor Data with Telosa Conference Call: Access Code: 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

talks! Thank you! Please complete the post event survey! Becky Wiegand,