1. Technology for Road Warriors
(favorite apps and mobile tools)
A Day in the Life of an i-Gift Officer
Tom Chaves, Lehigh University
Lynne M. Wester, Yeshiva University

2. New York Times
Starbucks
Catch up on
News over
Coffee

3. Review Your ToDo List - Evernote

4. Review Your ToDo List – From the
‘system’
. . . Or pushed weekly to email

5. Open files on a shared drive: Dropbox

6. Open files on a shared wiki . . .

7. Edit your proposal: Quick Office

8. Map Out First Visit and Check Traffic:
Waze

9. Map Out First Visit

10. Capture Donor’s Business Associates
info: Card Munch

11. Ugh! Its raining won't be able to find a
cab : Uber
11

12. Prospect can't believe your efficiency
wants to immediately give $10,000:
Square

13. Prospect can't believe your efficiency
wants to immediately give $10,000:
Any payment gateway . . .

14. Enter contact Report into your
Database: TextGrabber or Dragon
Dictation

15. Enter contact Report into your
Database: Direct Access

16. Send handwritten Thank You to today's
visits: Thank You Note Pro

17. Build Buzz on Twitter for tonight’s
event: HootSuite

18. Attend Lehigh Donor Event. 200
people expected: Checkineasy

19. Show slideshow at event and control
with your phone: Keynote

20. Live stream your event for free:
YouTube

21. Have students join your event from
campus: Skype

22. Storm turns ugly Flight
cancelled, Need a Room: Hotel Tonight

23. Submit Expense Reports: Expensify

24. Submit Expense Reports: OneCard

25. Thank You!
Thomas A. Chaves
tchaves@lehigh.edu
Lynne M. Wester
wester@yu.edu
@donorguru
www.donorrelationsguru.com