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A Blackbaud Company

          Welcome to the eTapestry
            Healthcare Webinar!

Your presenter:


Katie Rucker
Healthcare Market Executive

•To join the audio dial, 866.219.1531 Pass code 7151874339#
    • *6 Mutes your Phone
    • # 6 UN-Mutes your Phone


•If you are not able to see the entire screen, in the top left hand corner - a button saying
"full screen" or "fit to window" - If you hit that, it automatically auto fits your
screen into mine!
Quick Introduction
  • Your Name, Organization

  • How many records / names ?                                ________#
  (members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.)


  • Are you using any software?
  (ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.)




Your presenter:                Katie Rucker
To join the audio dial, 866.219.1531 Pass code 7151874339#
A Blackbaud Company




Today’s agenda
   1. Quick Introduction to eTapestry (7 minutes)

   2. Ten Guarantees (45 min)

   3. Big Picture Investment options (5 min)

   4. Questions?

   5. If you like what you see today,
     • Next step, individual needs
     • Custom proposal, then a
     • Personalized demonstration
A Blackbaud Company


               eTapestry

Database

   eCommerce

      eMail

             Web Services

      The Complete Solution
A Blackbaud Company




      Who is eTapestry?
•An organization dedicated to serving hospital foundations, medical centers, free clinics, hospices, healthcare
foundations and other organizations of all types & sizes!
A Blackbaud Company




Who is eTapestry?
 •An organization dedicated to serving nonprofits

 •A fast growing, successful company

 •A company that thrives on innovation

 •A group that is passionate about service

 •People who love to have fun!
A Blackbaud Company




What is our history?
 •Founded by former execs at Master Software
 Corp.

 •Introduced the first “Software as a Service”
 solution for nonprofits in 1999

 •In use by over 6,000 nonprofit organizations
 around the world

 •Purchased and now a wholly owned
 subsidiary of Blackbaud in August 2007
A Blackbaud Company




We’ll give you a
  Guarantee…

                  10
A Blackbaud Company

1. We guarantee you an Internet strategy.
                                       Database
     Checks, Credit cards                         Post Office
     through the mail or phone


Ecommerce
                                                   Advanced Email




                                       Website
A Blackbaud Company




eTapestry builds and hosts websites for
more than 300 organizations.
A Blackbaud Company




eTapestry builds and hosts websites.
A Blackbaud Company



A link on your website connects donors to a custom
online giving page.
A Blackbaud Company


…where the donor completes the online giving form.
A Blackbaud Company


The gift information is automatically processed, and
the donor is notified of their successful transaction.




 IATS TicketMaster
A Blackbaud Company



The money is then automatically deposited into your bank
account, and the donor and gift recorded in eTapestry.




 IATS TicketMaster




                                            Your Bank Account
A Blackbaud Company


The Results…

 Your donor or member has made a secure
 gift, conveniently and easily - and they already have
 their gift receipt in hand! Electronic
 tithing, EFT, monthly gifts!


            The gift is automatically deposited in your bank.




                              All of the donor and gift information is
                              automatically recorded.
    Your eTapestry database




                                  Your fundraising and membership
                                  efforts are growing!
A Blackbaud Company



       Online Donation Page
A Blackbaud Company

            Online Registration
A Blackbaud Company


 Online Volunteer Registration
A Blackbaud Company
A Blackbaud Company

eTapestry Shopping Cart
A Blackbaud Company

eTapestry Personal Fundraising
A Blackbaud Company

eTapestry Personal Fundraising
A multi-purpose page




Make a Gift




Event Sign-up
A Blackbaud Company

eTapestry’s advanced email provides a fully integrated
email tool…with full html editor
A Blackbaud Company


eTapestry’s advanced email provides a fully integrated
   email tool…with spam checking and scheduling
A Blackbaud Company

eTapestry’s advanced email provides a fully integrated
email tool…including delivery reports
A Blackbaud Company

eTapestry’s advanced email provides a fully integrated
email tool…including delivery reports and click thru tracking
A Blackbaud Company



Your Internet strategy may become even more
sophisticated and utilize additional tools…
A Blackbaud Company


Your Internet strategy may become even more
sophisticated and utilize additional tools…




     Donor/Member Login                          WishList




                                    Benchmark
       Loyalty Survey                Reporting
A Blackbaud Company



2. We guarantee you broader access to
your data.

    •Office
    •Home
    •Airport
    •Road
    •Multiple offices
    •Partner locations
    •PDA’s
    •anywhere
A Blackbaud Company



3. We guarantee easy operation.
Welcome Page for each login…
A Blackbaud Company
                      Runs in a web browser
A Blackbaud Company
                      Search engine type lookups
A Blackbaud Company
                      Complete info on one page
A Blackbaud Company
                      Complete info on one page
A Blackbaud Company
                      Built in reporting
A Blackbaud Company
                      Easy setup, multiple output options
A Blackbaud Company
                      Dynamic report use
A Blackbaud Company
                      Drill down navigation
A Blackbaud Company
                      Integrated tools
A Blackbaud Company



4. We guarantee better recordkeeping.
A Blackbaud Company



   4. We guarantee better recordkeeping.
Family or Businesses with multiple names to track


    Relationships
                                   Email Communication


                Constituent interactions


           Future Contacts/Calendaring
A Blackbaud Company
                      Track Relationships
A Blackbaud Company
                      Relationships
A Blackbaud Company
                      Relationships
A Blackbaud Company
                      Track Relationships
A Blackbaud Company
                                                          Constituent interactions

"I open up eTapestry and look at the journal entries to see the last time we talked. If I don’t
know them very well, I can see who introduced them to the organization. It’s really powerful."
Connie Sherman, Executive Director, St. Mary's Child Center
A Blackbaud Company
                      Outlook Integration
A Blackbaud Company
                      Email Communication
A Blackbaud Company
                      Email Communication
A Blackbaud Company
                      Future Contacts/Calendaring
A Blackbaud Company
                      Future Contacts/Calendaring
A Blackbaud Company
                      Future Contacts/Calendaring
A Blackbaud Company
                      Future Contacts/Calendaring
A Blackbaud Company



5. We guarantee improved communications.
A Blackbaud Company




We’ve already looked at
communications
tracking, outlook
integration, and
advanced email…

BUT we can help you
keep your information
accurate too.
A Blackbaud Company




Did you know …?

   Nationally, 17% to 20% of the US population
   moves each year. That means up to 1 in 5
   of your mailing pieces may not go to the
   correct address.
                Source: US Postal Service
A Blackbaud Company




Did you know …?

   Nationally, 17% to 20% of the US population
   moves each year. That means up to 1 in 5
   of your mailing pieces may not go to the
   correct address.
                Source: US Postal Service

                •NCOA Processing
                •Telephone Appending
                •Mass Duplicate Merge
A Blackbaud Company
A Blackbaud Company
A Blackbaud Company
A Blackbaud Company
                      Newsletter Templates
A Blackbaud Company
                      Letter Templates
A Blackbaud Company
                      Events & Invitation Templates
A Blackbaud Company

                      Envelopes Templates
A Blackbaud Company

                      Mailing Labels
A Blackbaud Company
A Blackbaud Company
A Blackbaud Company



6. We guarantee your data is secure.
A Blackbaud Company




We take security seriously.


       Encrypted data

               Redundant equipment

                        Automatic backups

                                 Automatic updates

         2 hosting centers – Indianapolis and Atlanta
A Blackbaud Company
                      Sophisticated end-user security settings
A Blackbaud Company

                      With complete details on all user activity.
A Blackbaud Company



7. We guarantee outstanding support.
A Blackbaud Company




User Support
                               Email



                             Online Help



                      Instant Messaging



                             Telephone
A Blackbaud Company



User Training – On Demand.
Your pace. Your convenience.


   Annual Training Agreement

       Recorded Update Sessions

                 Crash Courses

                             Podcasts
A Blackbaud Company



8. We guarantee innovative tools.
A Blackbaud Company




Integration with best-in-class partners
                                Planned giving
          Outlook email
                                                      Wishlist

Grant research
                                                         Benevon


                                                           Moves Management



         Prospect Research                       Matching gift database


                                       Auction Software
A Blackbaud Company



Innovations
• eTapestry Mobile

  •Included with your
  eTapestry service

  •Specifically formatted
  for mobile use

  •Fast

  •Real time information –
  no syncing or
  downloading
A Blackbaud Company



9. We guarantee fast, smooth implementation.
   1. “Getting Started” call with your Account Executive

   2. A dedicated Conversion Specialist

   3. Training programs

   4. Implementation specialist – if needed
A Blackbaud Company



      10. We guarantee you’ll save money.

Consider these cost, beyond the software, that other systems require:

                •No software to buy
                •No hardware to purchase or update
                •No upgrades to install
                •No maintenance required
                •No backups to make
                •No travel for training
                •Add services when you need them
                •Remove services you don’t need
                •Raise more money or it’s FREE!
A Blackbaud Company


         An extra special guarantee

We’ll be good
for each other
or it’s free. A
unique offering
in the nonprofit
industry.
A Blackbaud Company


eTapestry Investment Options…
# of Accounts in your database
    # Accounts          Monthly Fee

       <500                 FREE!

    501-1,000             $37/month

    1,001-5,000          $117/month

   5,001-15,000          $172/month

   15,001-25,000         $236/month

   25,001-35,000         $289/month

   35,001-45,000         $354/month
A Blackbaud Company


eTapestry Investment Options…
# of Accounts in your database          Concurrent Users
    # Accounts          Monthly Fee    # Users     Monthly Fee

       <500                 FREE!         1         Included

    501-1,000             $37/month   Each Add’l      $50

    1,001-5,000          $117/month    5 pack         $175

   5,001-15,000          $172/month

   15,001-25,000         $236/month

   25,001-35,000         $289/month

   35,001-45,000         $354/month
A Blackbaud Company


eTapestry Investment Options…
   Optional services – can be added at any time


 •Telephone support               •Import
 •Annual Training Agreement       •Matching Gift Database
 •Admin module                    •Moves Management
 •Advanced Email                  •Outlook integration
 •Advanced Security               •Planned Giving Calculator
 •Document Attachments            •Prospect Research Services
 •Donor / Alumni Login            •Segmented Gifts
 •Ecommerce                       •WishList
 •Executive Reporting             •Website Development
 •Grant Explorer                  •Database Conversion options
A Blackbaud Company




What’s next?
  1.We’ll discuss your unique needs.
  2.We’ll build a custom proposal.
  3.We’ll provide a personalized
    demonstration.
  4.We’ll help you with every step of
    implementation.
A Blackbaud Company


                       Questions ?




Your presenter:

Katie Rucker
Healthcare Market Executive

Contact Info:
888.739.3827 x7225
Katie.rucker@etapestry.com

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eTapestry Webinar

  • 1. A Blackbaud Company Welcome to the eTapestry Healthcare Webinar! Your presenter: Katie Rucker Healthcare Market Executive •To join the audio dial, 866.219.1531 Pass code 7151874339# • *6 Mutes your Phone • # 6 UN-Mutes your Phone •If you are not able to see the entire screen, in the top left hand corner - a button saying "full screen" or "fit to window" - If you hit that, it automatically auto fits your screen into mine!
  • 2. Quick Introduction • Your Name, Organization • How many records / names ? ________# (members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.) • Are you using any software? (ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.) Your presenter: Katie Rucker To join the audio dial, 866.219.1531 Pass code 7151874339#
  • 3. A Blackbaud Company Today’s agenda 1. Quick Introduction to eTapestry (7 minutes) 2. Ten Guarantees (45 min) 3. Big Picture Investment options (5 min) 4. Questions? 5. If you like what you see today, • Next step, individual needs • Custom proposal, then a • Personalized demonstration
  • 4. A Blackbaud Company eTapestry Database eCommerce eMail Web Services The Complete Solution
  • 5. A Blackbaud Company Who is eTapestry? •An organization dedicated to serving hospital foundations, medical centers, free clinics, hospices, healthcare foundations and other organizations of all types & sizes!
  • 6. A Blackbaud Company Who is eTapestry? •An organization dedicated to serving nonprofits •A fast growing, successful company •A company that thrives on innovation •A group that is passionate about service •People who love to have fun!
  • 7. A Blackbaud Company What is our history? •Founded by former execs at Master Software Corp. •Introduced the first “Software as a Service” solution for nonprofits in 1999 •In use by over 6,000 nonprofit organizations around the world •Purchased and now a wholly owned subsidiary of Blackbaud in August 2007
  • 8. A Blackbaud Company We’ll give you a Guarantee… 10
  • 9. A Blackbaud Company 1. We guarantee you an Internet strategy. Database Checks, Credit cards Post Office through the mail or phone Ecommerce Advanced Email Website
  • 10. A Blackbaud Company eTapestry builds and hosts websites for more than 300 organizations.
  • 11. A Blackbaud Company eTapestry builds and hosts websites.
  • 12. A Blackbaud Company A link on your website connects donors to a custom online giving page.
  • 13. A Blackbaud Company …where the donor completes the online giving form.
  • 14. A Blackbaud Company The gift information is automatically processed, and the donor is notified of their successful transaction. IATS TicketMaster
  • 15. A Blackbaud Company The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry. IATS TicketMaster Your Bank Account
  • 16. A Blackbaud Company The Results… Your donor or member has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! Electronic tithing, EFT, monthly gifts! The gift is automatically deposited in your bank. All of the donor and gift information is automatically recorded. Your eTapestry database Your fundraising and membership efforts are growing!
  • 17. A Blackbaud Company Online Donation Page
  • 18. A Blackbaud Company Online Registration
  • 19. A Blackbaud Company Online Volunteer Registration
  • 22. A Blackbaud Company eTapestry Personal Fundraising
  • 23. A Blackbaud Company eTapestry Personal Fundraising
  • 24. A multi-purpose page Make a Gift Event Sign-up
  • 25. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…with full html editor
  • 26. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…with spam checking and scheduling
  • 27. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…including delivery reports
  • 28. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru tracking
  • 29. A Blackbaud Company Your Internet strategy may become even more sophisticated and utilize additional tools…
  • 30. A Blackbaud Company Your Internet strategy may become even more sophisticated and utilize additional tools… Donor/Member Login WishList Benchmark Loyalty Survey Reporting
  • 31. A Blackbaud Company 2. We guarantee you broader access to your data. •Office •Home •Airport •Road •Multiple offices •Partner locations •PDA’s •anywhere
  • 32. A Blackbaud Company 3. We guarantee easy operation.
  • 33. Welcome Page for each login…
  • 34. A Blackbaud Company Runs in a web browser
  • 35. A Blackbaud Company Search engine type lookups
  • 36. A Blackbaud Company Complete info on one page
  • 37. A Blackbaud Company Complete info on one page
  • 38. A Blackbaud Company Built in reporting
  • 39. A Blackbaud Company Easy setup, multiple output options
  • 40. A Blackbaud Company Dynamic report use
  • 41. A Blackbaud Company Drill down navigation
  • 42. A Blackbaud Company Integrated tools
  • 43. A Blackbaud Company 4. We guarantee better recordkeeping.
  • 44. A Blackbaud Company 4. We guarantee better recordkeeping. Family or Businesses with multiple names to track Relationships Email Communication Constituent interactions Future Contacts/Calendaring
  • 45. A Blackbaud Company Track Relationships
  • 46. A Blackbaud Company Relationships
  • 47. A Blackbaud Company Relationships
  • 48. A Blackbaud Company Track Relationships
  • 49. A Blackbaud Company Constituent interactions "I open up eTapestry and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful." Connie Sherman, Executive Director, St. Mary's Child Center
  • 50. A Blackbaud Company Outlook Integration
  • 51. A Blackbaud Company Email Communication
  • 52. A Blackbaud Company Email Communication
  • 53. A Blackbaud Company Future Contacts/Calendaring
  • 54. A Blackbaud Company Future Contacts/Calendaring
  • 55. A Blackbaud Company Future Contacts/Calendaring
  • 56. A Blackbaud Company Future Contacts/Calendaring
  • 57. A Blackbaud Company 5. We guarantee improved communications.
  • 58. A Blackbaud Company We’ve already looked at communications tracking, outlook integration, and advanced email… BUT we can help you keep your information accurate too.
  • 59. A Blackbaud Company Did you know …? Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service
  • 60. A Blackbaud Company Did you know …? Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service •NCOA Processing •Telephone Appending •Mass Duplicate Merge
  • 64. A Blackbaud Company Newsletter Templates
  • 65. A Blackbaud Company Letter Templates
  • 66. A Blackbaud Company Events & Invitation Templates
  • 67. A Blackbaud Company Envelopes Templates
  • 68. A Blackbaud Company Mailing Labels
  • 71. A Blackbaud Company 6. We guarantee your data is secure.
  • 72. A Blackbaud Company We take security seriously. Encrypted data Redundant equipment Automatic backups Automatic updates 2 hosting centers – Indianapolis and Atlanta
  • 73. A Blackbaud Company Sophisticated end-user security settings
  • 74. A Blackbaud Company With complete details on all user activity.
  • 75. A Blackbaud Company 7. We guarantee outstanding support.
  • 76. A Blackbaud Company User Support Email Online Help Instant Messaging Telephone
  • 77. A Blackbaud Company User Training – On Demand. Your pace. Your convenience. Annual Training Agreement Recorded Update Sessions Crash Courses Podcasts
  • 78. A Blackbaud Company 8. We guarantee innovative tools.
  • 79. A Blackbaud Company Integration with best-in-class partners Planned giving Outlook email Wishlist Grant research Benevon Moves Management Prospect Research Matching gift database Auction Software
  • 80. A Blackbaud Company Innovations • eTapestry Mobile •Included with your eTapestry service •Specifically formatted for mobile use •Fast •Real time information – no syncing or downloading
  • 81. A Blackbaud Company 9. We guarantee fast, smooth implementation. 1. “Getting Started” call with your Account Executive 2. A dedicated Conversion Specialist 3. Training programs 4. Implementation specialist – if needed
  • 82. A Blackbaud Company 10. We guarantee you’ll save money. Consider these cost, beyond the software, that other systems require: •No software to buy •No hardware to purchase or update •No upgrades to install •No maintenance required •No backups to make •No travel for training •Add services when you need them •Remove services you don’t need •Raise more money or it’s FREE!
  • 83. A Blackbaud Company An extra special guarantee We’ll be good for each other or it’s free. A unique offering in the nonprofit industry.
  • 84. A Blackbaud Company eTapestry Investment Options… # of Accounts in your database # Accounts Monthly Fee <500 FREE! 501-1,000 $37/month 1,001-5,000 $117/month 5,001-15,000 $172/month 15,001-25,000 $236/month 25,001-35,000 $289/month 35,001-45,000 $354/month
  • 85. A Blackbaud Company eTapestry Investment Options… # of Accounts in your database Concurrent Users # Accounts Monthly Fee # Users Monthly Fee <500 FREE! 1 Included 501-1,000 $37/month Each Add’l $50 1,001-5,000 $117/month 5 pack $175 5,001-15,000 $172/month 15,001-25,000 $236/month 25,001-35,000 $289/month 35,001-45,000 $354/month
  • 86. A Blackbaud Company eTapestry Investment Options… Optional services – can be added at any time •Telephone support •Import •Annual Training Agreement •Matching Gift Database •Admin module •Moves Management •Advanced Email •Outlook integration •Advanced Security •Planned Giving Calculator •Document Attachments •Prospect Research Services •Donor / Alumni Login •Segmented Gifts •Ecommerce •WishList •Executive Reporting •Website Development •Grant Explorer •Database Conversion options
  • 87. A Blackbaud Company What’s next? 1.We’ll discuss your unique needs. 2.We’ll build a custom proposal. 3.We’ll provide a personalized demonstration. 4.We’ll help you with every step of implementation.
  • 88. A Blackbaud Company Questions ? Your presenter: Katie Rucker Healthcare Market Executive Contact Info: 888.739.3827 x7225 Katie.rucker@etapestry.com