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Using Your Database and the Internet to Truly Build Lasting Relationships Jay B. Love CEO and Co-Founder eTapestry
“ We are in the middle of a fundamental shift  from mass media to the personal media  of computers and the  Internet , and  charitable giving is a logical progression .” Paul Saffo  Director of the Institute for the Future. Photo credit:  Sorin Brinzei
The Rules Still Apply (It’s all about relationships… not technology)
Know the Difference How To Succeed
Average Hours Spent Per Week: Source: Forrester Research 2007 Gen Y (18-27) Gen X (28-41) Young Boomers (42-51) Older Boomers (52-62) Seniors (63+) Reading Newspapers (not online) 1.2 1.7 2.8 3.6 5.1 Reading Magazines (not online) 1.7 2.0 2.1 2.4 3.1 Playing Video Games 4.3 2.0 1.1 1.1 1.1 Watching DVDs or VHS 5.8 4.3 3.6 3.3 2.8 Listening to Radio (not online) 7.0 6.9 7.4 6.2 5.3 Watching TV 10.4 11.3 12.5 13.7 14.3 Using Internet, PC, Mobile Phone 28.8 22.3 19.6 18.6 16.7
Points to Note The Internet is not just for kids anymore The Internet is used by the educated and engaged  The Internet is not just for downloading music and fantasy football The Internet is used by your constituents…or  someone  else's
"Do one thing every day that scares you." –  Eleanor Roosevelt "We have a strategic plan.  It's called doing things." –  Herb Kelleher
Use All Your Tools   Together An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site E-Mail Print Other Tools
“ There’s no better, faster, easier and cheaper place to gather folks of like minds than a Web site.” Carrie Johnson, Senior Analyst  Forrester Internet Research
Power Of Your Web Site More than 50% said that they would NOT have taken further action if they had not first visited charity Web site Toward e-engagement Nonprofits and Individuals Engaging Online – Kellogg Foundation
A “before” and “after” example
They’re at YOUR Web Site, K.I.S.S .  Can they get something? Can they do something? Can they give something? Your goal – to get something from them!
Keeping it Simple Prospect Website Gather Information Use Email Database
INTEGRATION is the KEY!
Speaking of Databases . . .
Full function fundraising &  Internet based Customized to the Benevon Model ™ Gives you access to data anytime, anywhere! Tracks your prospects, pledges, and gifts Eliminates systems administration tasks Works on PC or Macintosh Offers you lower, more managed costs What is Next Step?
On-Line Database: eTapestry/Next Step
 
 
 
 
 
 
 
Reusable blocks… … that can be combined . Queries: A building block approach Individuals Interested in Art Total giving over $100 POE Guest Interested in Art Individuals Total giving over $100 Interested in Art POE Guest Individuals Total giving over $100 POE Guest
 
 
Individuals  giving > $100 and Interest in Art Query Run Reports Mass Update Export for mailings Mass Email Export for reports Queries
 
 
 
 
Benchmark Reporting How would you go about finding the number of lapsed donors and dollar amounts for them? How do you compare your organization to others? How do we measure success of our organization with similar groups? Have your Board Members ever asked?
Benchmark Reporting Direct Comparisons are Powerful Accurate Data from Thousands of Non-Profits  Ability to Isolate Peer Groups Focus Your Team on Areas with the Greatest Impact
Benchmark Reporting
Benchmark Reporting
Benchmark Reporting Giving Dynamics Report
Benchmark Reporting Benchmark Status Report
Search for any account in your  database eTap Mobile
Hotlinks allow you to easily phone, email, or even get a map… eTap Mobile
… giving you instant tools for your mobile travels eTap Mobile
… detailing a donors financial support eTap Mobile
Add new contact information from your mobile device and have all the details… eTap Mobile
Pure Fundraising Tools: Matching Gifts Quite Simply a Doubling of Donation Amounts!  Most Often Money that Falls Through the Cracks  Relationships, Relationships, Relationships  Again Leveraging Your Technology Investment
Matching Gifts
Matching  Gifts
Matching Gifts
Pure Fundraising Tools: Recurring Gifts The Foundation of many Fundraising Programs  Key in ePhilanthropy Transactions  Constituents become Investors rather than Donors  Technology makes it Easy
Recurring Gifts
Recurring Gifts
Recurring Gifts
Same Look and Feel as your Web site Active buttons (home, contact us, etc) Data flows directly into the database! On-Line Donation Page
… connects donors to a custom online giving page (That’s IT!)  A LINK on your website
The donor populates the form
The Foundation of the Communications Revolution  Expected by EVERY Generation Now Use Properly or the Results are Worse than not A Fraction of the Cost/Time of Other Forms of Communication eMail
eMail
eMail
eMail
eMail
eMail
eMail
eMail
eMail
Email Key Functions Tracking: bounces, opens, click-thrus eMail Subscription management: automated unsubscribe or opting out link eMail
Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor eMail
You are NOW the Catalyst not the Originator  Where Thousands of New Relationships can Begin  Traffic you Always Dreamed of for your Web Site  Easier than you Think to Do Web 2.0
Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users.
 
Online Video Use has Exploded Source: The Wall St. Journal , 2006
 
Social Networking Boom
1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends Social Networking Boom
Widgets on Social Sites
Podcasts  
Message Boards
Wikipedia Exposure
Epilogue 10 Technology Resolutions for 2008 Sarah Robbins  Director of Emerging Technologies Mediasauce
1. Set up a Gmail Account
2. Post Pics to Flickr
3. Try a Microblog
4. Create a Google Alert
5. Set Up an RSS
6. Share a YouTube Video
7. Really Use Your Cell Phone (Send a text or a video)
8. Join a Social Network
9. Share PowerPoint Slides (Save a tree or two!)
10. Play a Video Game
Thank you! For More Info Please Contact: Susan Ingram [email_address] 888.739.3827 x 7262

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Next Step Conference Presentation

  • 1. Using Your Database and the Internet to Truly Build Lasting Relationships Jay B. Love CEO and Co-Founder eTapestry
  • 2. “ We are in the middle of a fundamental shift from mass media to the personal media of computers and the Internet , and charitable giving is a logical progression .” Paul Saffo Director of the Institute for the Future. Photo credit: Sorin Brinzei
  • 3. The Rules Still Apply (It’s all about relationships… not technology)
  • 4. Know the Difference How To Succeed
  • 5. Average Hours Spent Per Week: Source: Forrester Research 2007 Gen Y (18-27) Gen X (28-41) Young Boomers (42-51) Older Boomers (52-62) Seniors (63+) Reading Newspapers (not online) 1.2 1.7 2.8 3.6 5.1 Reading Magazines (not online) 1.7 2.0 2.1 2.4 3.1 Playing Video Games 4.3 2.0 1.1 1.1 1.1 Watching DVDs or VHS 5.8 4.3 3.6 3.3 2.8 Listening to Radio (not online) 7.0 6.9 7.4 6.2 5.3 Watching TV 10.4 11.3 12.5 13.7 14.3 Using Internet, PC, Mobile Phone 28.8 22.3 19.6 18.6 16.7
  • 6. Points to Note The Internet is not just for kids anymore The Internet is used by the educated and engaged The Internet is not just for downloading music and fantasy football The Internet is used by your constituents…or someone else's
  • 7. "Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher
  • 8. Use All Your Tools Together An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site E-Mail Print Other Tools
  • 9. “ There’s no better, faster, easier and cheaper place to gather folks of like minds than a Web site.” Carrie Johnson, Senior Analyst Forrester Internet Research
  • 10. Power Of Your Web Site More than 50% said that they would NOT have taken further action if they had not first visited charity Web site Toward e-engagement Nonprofits and Individuals Engaging Online – Kellogg Foundation
  • 11. A “before” and “after” example
  • 12. They’re at YOUR Web Site, K.I.S.S . Can they get something? Can they do something? Can they give something? Your goal – to get something from them!
  • 13. Keeping it Simple Prospect Website Gather Information Use Email Database
  • 16. Full function fundraising & Internet based Customized to the Benevon Model ™ Gives you access to data anytime, anywhere! Tracks your prospects, pledges, and gifts Eliminates systems administration tasks Works on PC or Macintosh Offers you lower, more managed costs What is Next Step?
  • 18.  
  • 19.  
  • 20.  
  • 21.  
  • 22.  
  • 23.  
  • 24.  
  • 25. Reusable blocks… … that can be combined . Queries: A building block approach Individuals Interested in Art Total giving over $100 POE Guest Interested in Art Individuals Total giving over $100 Interested in Art POE Guest Individuals Total giving over $100 POE Guest
  • 26.  
  • 27.  
  • 28. Individuals giving > $100 and Interest in Art Query Run Reports Mass Update Export for mailings Mass Email Export for reports Queries
  • 29.  
  • 30.  
  • 31.  
  • 32.  
  • 33. Benchmark Reporting How would you go about finding the number of lapsed donors and dollar amounts for them? How do you compare your organization to others? How do we measure success of our organization with similar groups? Have your Board Members ever asked?
  • 34. Benchmark Reporting Direct Comparisons are Powerful Accurate Data from Thousands of Non-Profits Ability to Isolate Peer Groups Focus Your Team on Areas with the Greatest Impact
  • 37. Benchmark Reporting Giving Dynamics Report
  • 39. Search for any account in your database eTap Mobile
  • 40. Hotlinks allow you to easily phone, email, or even get a map… eTap Mobile
  • 41. … giving you instant tools for your mobile travels eTap Mobile
  • 42. … detailing a donors financial support eTap Mobile
  • 43. Add new contact information from your mobile device and have all the details… eTap Mobile
  • 44. Pure Fundraising Tools: Matching Gifts Quite Simply a Doubling of Donation Amounts! Most Often Money that Falls Through the Cracks Relationships, Relationships, Relationships Again Leveraging Your Technology Investment
  • 48. Pure Fundraising Tools: Recurring Gifts The Foundation of many Fundraising Programs Key in ePhilanthropy Transactions Constituents become Investors rather than Donors Technology makes it Easy
  • 52. Same Look and Feel as your Web site Active buttons (home, contact us, etc) Data flows directly into the database! On-Line Donation Page
  • 53. … connects donors to a custom online giving page (That’s IT!) A LINK on your website
  • 55. The Foundation of the Communications Revolution Expected by EVERY Generation Now Use Properly or the Results are Worse than not A Fraction of the Cost/Time of Other Forms of Communication eMail
  • 56. eMail
  • 57. eMail
  • 58. eMail
  • 59. eMail
  • 60. eMail
  • 61. eMail
  • 62. eMail
  • 63. eMail
  • 64. Email Key Functions Tracking: bounces, opens, click-thrus eMail Subscription management: automated unsubscribe or opting out link eMail
  • 65. Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor eMail
  • 66. You are NOW the Catalyst not the Originator Where Thousands of New Relationships can Begin Traffic you Always Dreamed of for your Web Site Easier than you Think to Do Web 2.0
  • 67. Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users.
  • 68.  
  • 69. Online Video Use has Exploded Source: The Wall St. Journal , 2006
  • 70.  
  • 72. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends Social Networking Boom
  • 77. Epilogue 10 Technology Resolutions for 2008 Sarah Robbins Director of Emerging Technologies Mediasauce
  • 78. 1. Set up a Gmail Account
  • 79. 2. Post Pics to Flickr
  • 80. 3. Try a Microblog
  • 81. 4. Create a Google Alert
  • 82. 5. Set Up an RSS
  • 83. 6. Share a YouTube Video
  • 84. 7. Really Use Your Cell Phone (Send a text or a video)
  • 85. 8. Join a Social Network
  • 86. 9. Share PowerPoint Slides (Save a tree or two!)
  • 87. 10. Play a Video Game
  • 88. Thank you! For More Info Please Contact: Susan Ingram [email_address] 888.739.3827 x 7262