Web-based Fundraising Solutions – From ETapestry

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888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud CompanyWeb-based Solutions – from eTapestryeTapestry wants to make your life easier and your organization more effective. If you need adatabase, a website, an online giving page, or specialized email tools, eTapestry may be able to help.In its simplest form, eTapestry is software you run over the Internet, allowing you to access your data from anywhere. It tracks donors,prospects, members, or alumni while managing gifts, pledges and payments. In its full form, eTapestry adds advanced executive analysis,contact management, advanced email, ecommerce, event registration, and complete website development. Because eTapestry is web-based,all upgrades, maintenance, backups, and data security are managed and monitored for you. It’s also easy to learn and use, meaning you canfocus on your mission, and not your software. Best of all, it will save you money – year after year – compared to traditional software.On-demand SoftwareOne Stop ShopeTapestry started in 1997 with a simple concept. A concept thatOne of the greatest challenges faced by nonprofits is thenonprofit organizations could benefit from software that didn’tsuccessful implementation of the key tools needed for theirrequire them to monitor, maintain, update, and manage – savingfundraising programs - database, website, ecommerce, and email.them time, trouble, and money. A concept of allowing them toEven more difficult is integrating them to work together and shareaccess their information from any computer, at any time, from anydata. At eTapestry, we can help you build, maintain, and integratelocation, eliminating hardware issues, system compatibilityall of these tools. No conflicting technologies, no redundant data,problems, and competing software versions. A concept ofand no bickering vendors.providing a set of services that would allow organizations to growand add services as needed – easily and affordably.eTapestry can even be accessedvia your mobile devices such asa PDA, Blackberry, or otherSmart-Phone. You have accessfrom anywhere at anytime!eTapestry Mobile is a standardfeature of your eTapestryservice.Online giving/registrationEmailWebsiteToday, over 5000 nonprofit organizations around the world utilizeeTapestry’s on-demand services. eTapestry is built specifically forcharities and their fundraising activities, so you don’t have todesign a database or set up software to try and meet your needs.As a result, nonprofits of all types and sizes find the ease andflexibility of eTapestry’s services to be the best solution for theirconstantly growing and changing organizations.DatabaseeTapestry can help you integrate, manage, and maintainyour complete system – database, website, ecommerce,and email.

888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud CompanySuperior SecurityEasy To UseThe most important thing we do at eTapestry is care for ourSure, lots of systems say they are easy to use. So what makescustomers’ data, and we believe we do it better than anyone caneTapestry different?do it themselves.As a web-based application, eTapestry requires only an InternetComplete security involves several areas. First and foremost, weconnection and browser to operate. No special software to load,protect our customers’ data. This includes providing safe andno special hardware to implement. It operates much like asecure access. SSL technology is used to encrypt all informationwebsite. Point and click to drill down to more information. Searchas it passes along the Internet – not just for login information, butfor constituents using a search engine style screen. Select from afor all eTapestry functions. Data security includes an environmentwide variety of pre-built fundraising reports, or build your own asprotected by the latest firewalls, router settings, and storageneeded. Within minutes you can be viewing constituentdevices. It’s an environment that is protected against attack andinformation, updating contact info, recording notes of avirus. Access to the systems are constantly watched, measured,conversation, or sending email.and monitored to insure everything is running properly and safely.eTapestry is the first system specifically designed to be used bySecurity also means protection against disasters – whether natural,your entire staff, not just a couple folks who input data. Access toenvironmental, or from hardware failure. Data is automaticallyinformation is important to your fundraising success, and withbacked up every day. Multiple data centers provide for totaleTapestry you can have access from anywhere.disaster protection. Redundant connections to the Internet,redundant hardware, and alternate systems are in place shouldthey be needed. Everything necessary to protect your physicaldata and maintain your access to information is taken care of byeTapestry."With other systems we have used, we had encounteredsuch nightmares, and when that didn't happen [witheTapestry], we were pleasantly surprised."Susan Sydor, Admin. Assistant to the PresidentFlorida Christian CollegeeTapestry reporting tools provide you the analysisneeded to manage your fundraising efforts.We also understand the value of your constituent data. That’swhy you always retain complete ownership of your data.eTapestry has no rights to your information and does notuse it in any shape or fashion (it’s all in our licenseagreement). We are simply caretakers of your data. You canexport a copy of your data at any time for your own use or as alocal backup. eTapestry provides contingency planning that isunparalleled in the industry. No one has thought through andplanned for your total security more than eTapestry.Cost Effective – Todayand TomorrowIt sounds too good to be true. eTapestry can do more but costsless than other software applications, not just upfront, but in costsavings year after year. Our pricing is designed to fit the budgetof any type or size of organization. Our goal is to give everynonprofit organization the opportunity to use the latest and most

888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud Companyefficient tools for fundraising – that’s why it’s free toupdates, email support, and all maintenance for one concurrentnonprofits with less than 500 records. Even if you haveuser – although you can have an unlimited number of logins, orthousands of records, eTapestry usually costs less than the annualnamed users. The monthly fee is based on the number of recordsmaintenance fees associated with typical in-house systems.in your database (donors, prospects, members, etc.). If you needadditional concurrent users accessing the database, you pay a“We wanted something that was Web-based, but we didn’twant to spend a ton of money. I heard from people whowere positive about the company. It’s price andcapabilities are unique.”Christel Gollnick, Executive DirectorAngel Flight CentralCost savings are not just reflected in the fees to use the software.Traditional software also requires hardware updates, maintenance,small monthly fee to add the number required."eTapestry is constantly updating and improving and theydo it at night. We looked at a ton of software packages. Ifelt comfortable with eTapestry's cost and knowing that Ididn't have to be a computer guru to make this happen."Judy Davidson, Director of DevelopmentPusch Ridge Academynetwork upgrades, and operating system enhancements. All ofthis means more cost in both time and money. In addition,traditional software requires the expertise of someone toSupport and Trainingadminister updates, backup data, and maintain both the hardwareand software.Even with all the wonderful technology, innovative design, andadvanced features of eTapestry, it is the customer support andWith eTapestry all maintenance, backups, and updates aretraining that truly sets us apart.included, and handled for you automatically. Because you onlyneed an Internet connection and a web browser, you can probablyFrom your initial data conversion to ongoing operational needs,run eTapestry on existing hardware, even if you have a variety ofeTapestry has applied the same innovative thinking to support andcomputer types, operating systems, or applications.training as they have with the software. Support can be found viatelephone, email, instant messaging, or online. The online helpincludes user instruction, “how to” guides, and even videodemonstrations of important functions and features.Training with eTapestry is built to maximize your time and money.Instead of expensive, week-long classes off site, you take yourtraining at a pace and schedule that meets your needs.eTapestry’s innovative Annual Training Agreement, allows yourentire staff to take all the classes they want, whenever they want.It’s unlimited on-demand training, and it insures that you never letthe cost of training prevent you from getting the most out ofeTapestry!Go online to eTapestry’s website (www.etapestry.com)and try out the price calculator. You can see for yourselfwhat the costs would be for your organization.The pricing structure for eTapestry is simple. It’s a pricingstructure that allows you to avoid any upfront capital expenditures.A monthly base fee covers your complete use of the software, alleTapestry training is also recognized by CFRE International(Certified Fund Raising Executives) as qualifying for CFREEducation points. Each hour of an authorized eTapestry trainingprogram provides you one point of CFRE credit.

888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud CompanyeTapestry FeaturesQuery/ReportingAll fields available for query, reporting, and exportingAt the heart of eTapestry is one of the most advanced donorSimple, building block style, reusable queries withmanagement and fundraising databases you will find. Here aregraphical interface for intersecting, adding, orsome highlights of eTapestry’s features.subtracting data setsDonor/Contact ManagementAll reports feature full drill down capability to anyspecific sub-totals, gift amount or constituent recordPowerful search engine for account lookupsA wide range of standard reports on account, gift,Handles all variety and combination of constituent typesmemorial/tribute, or system information(individuals, couples, families, corporations, foundations,Flexible report writer for creating custom reports andetc.) from a single screenexportsUnlimited addresses, phones, and salutationsExport files work with MS Word or MS ExcelTracks appointments, to do’s, and other calendar eventsReports can be printed, exported, emailed, or created inSeparate recognition name fieldsPDF formatUnlimited user defined fields for tracking demographicsor interestsUnlimited links to other accounts with reciprocalrelationship linkingSpecial household relationships allow sharing of gifthistory among family membersBuilt-in links to U.S.P.S. and other international postalservices/telephone directories/mapping serviceAdditions and changes tracked by date and userOn screen drill down reporting from any fieldEasy merging of duplicate recordsMass assignment of user defined field valuesGift and Pledge MaintenanceComplete gift processing for all forms of gifts – cash,check, cc, stock, gift-in-kind, electronic funds transfer,bonds, insurance, and real estateComplete pledge processing – including reminders,reporting, and variable schedulesMemorial/tribute processing and reportingNon-deductible, matching gift, and soft credit handlingSegmented or split gift capabilitiesRecurring transaction processing (payroll)PDF receipt generationAnnual receipt generationECommerce/WebsiteIntegrationAccept online donations from your website and have thedata automatically recorded in eTapestryShopping Cart capabilitiesDonor Login/Member Lookup – Gives donors self-serviceto review gift history, make pledge payments, updatecontact information, and search for members/alumniAllow event registration (seminars, workshops, dinners,golf outings) on your website and have the dataautomatically input to eTapestryComplete website development including websitedesign, hosting, and content managementPersonal Fundraising tools (viral fundraising)CommunicationsCapabilities for both individual or mass emailIntegrates with Outlook emailText or HTML email in merge style formatRecording of all emails in account journalContact management style tickler and calendarEasily integrates with Outlook calendarEasy integration to MS WordAdvanced Email – with HTML editor, spam analysis,scheduling, auto opt-out, and delivery reports

888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud CompanyOther Cool FeaturesAccessible from any Internet connectionAccess from mobile devices such as PDAs, Blackberrys orSmart-PhonesEmail, Instant Messaging, and interactive online helpAnnual Training Agreement for unlimited trainingDaily backups and automatic software updates andenhancements includedDefinable security levels control access to variousfunctions for each userEasily export data to local computer as neededVariety of data conversion options and servicesCustom data views by userSpanish language version of eTapestryPartner ServicesPlanned gift calculators – Crescendo and PG CalcMatching gift database – MatchFinder from BlackbaudECommerce processing – from IATS and SageDonor cultivation tools - Moves Management, BenevonProspect research services – from BlackbaudGrant Explorer – from GuideStar.orgNCOA processing, telephone updates, email appendsDonor Loyalty – from Walker InformationAdd What You Need, When You Need ItAdvanced User SecurityAdvanced Security gives you the ability to set specific levels ofdata access to any degree you desire. For each user, you candetermine the specific sets of data that a user has, or doesn’t haveaccess to. Organizations with multiple locations or chapters canlimit access to a selected group of accounts within eTapestry.Benchmark ReportingBenchmark Reporting gives you dynamic reports that let youcompare your fundraising activities and results to other nonprofitorganizations! Benchmark Reporting gathers aggregate statisticsfrom a large number of participating eTapestry customerdatabases. The data is then displayed side-by-side with the samestatistics from your own database, giving you a comparisonbetween your organization and other nonprofits.Document AttachmentsExpand your ability to store, send, and retrieve documents fromwithin eTapestry with our Document Attachment Facilities. Thisfunction allows you to insert pictures on an account’s home page,or attach files to an email or to a journal entry where thedocument is stored and maintained by eTapestry.Donor Login/Member LookupBecause eTapestry is offered as a service, you can choose theeTapestry’s Donor Login module gives you the ability to turn youradd-on tools you need when you need them. No reason to buywebsite into an interactive tool for your existingmodules or users upfront if you won’t need them until monthsdonors/members/alumni. Through a link on your website a donordown the road. When you’re ready for a module, an additionalcan login via secure access for self-service capabilities.user, a website, or an ecommerce page, just contact us. In somecases we can “turn on” the tool you need instantly. Or if itrequires additional setup your Account Executive will guide youthrough the process.Administration ModuleThe Administration Module puts information at your fingertips forproperly reviewing, managing, and improving users’ access toeTapestry. It is a must have option for organizations with multiplelocations or those with a variety of different users.Advanced EmaileTapestry’s Advanced Email module expands the capabilities ofeTapestry’s standard mass email to include automatic opt-out orunsubscribe capabilities, spam analyzer, mail scheduler,deliverability reports, and click through tracking.Donor LoyaltyDonor Loyalty, developed jointly with Walker Information, canprovide a scientific measurement of individual donor loyalty, whichprovides accurate insight into future donor behavior. Using asimple, short survey, supporters provide feedback on their feelingsand relationship to your organization. However, this is not astandard “satisfaction survey”. eTapestry’s Donor Loyalty toolidentifies loyalty, which is the best indicator of how a supporterwill behave or act toward your organization in the future.EcommerceeTapestry's eCommerce capabilities provide full integration of youreTapestry database with online donation and/or event registrationfunctions from your website. With it, you can easily add specialpages to your website for accepting online donations or for settingup registration pages for special events or conferences. These

888-739-3827 – www.etapestry.com – info@etapestry.comeTapestry is a Blackbaud Companygifts and registrations are then automatically added to yourPersonal FundraisingeTapestry database, saving you time and administration, whileThe Personal Fundraising Module is a viral fundraising tool thatgiving your donors the flexibility they desire.empowers your constituents to raise funds for your organization.Your constituents leverage their network of contacts to makeExecutive Reportingpersonal appeals to their friends, family, and associates, thusThis unique package of reports goes beyond a simple listing ofgenerating new support for your organization.gifts and constituent names to give you the executive levelinformation senior staff and board members find most useful.Planned Gift CalculatorNeed calculations for a possible planned gift?Grant Explorer – from GuideStareTapestry has integrated online calculation tools from the leadersGrant Explorer – from Guidestar - is the most comprehensivein planned giving software. Choose from PG Calc or Crescendo forsource of on-line grant information available. Whether you're afast, accurate, up-to-date, on-line planned gift calculations.grant maker looking to analyze the funding of current andpotential grant recipients or a grant seeker looking for potentialProspect Research Toolssources of support, Grant Explorer can provide you with the toolseTapestry provides integration to online prospect research servicesyou need to make the most informed decisions possible.from WealthPoint by Blackbaud.Import ModuleSegmented Transaction ModuleThe Import module is a powerful tool that allows you to add,eTapestry’s Segmented Transaction module lets you easilyupdate, or modify your existing eTapestry data using external dataaccommodate the entry, receipting, and reporting of gifts andfiles. It is ideal for organizations with recurring data imports.pledges that need to be “split” between multiple areas, such asfund, campaign, or tributes.Matching Gift DatabaseeTapestry integrates MatchFinder from Blackbaud to provideShopping CART Modulecomprehensive information on more than 24,000 companies inThe Cart module provides shopping cart functionality that is tightlyNorth America that match gifts – including company name,integrated with the eTapestry database. Cart provides reportingaddress, matching gift program contact person, eligibilityand storing of purchase transactions that will be familiar to anyonerequirements, and matching gift guidelines.who shops on the web using a virtual shopping cart.Moves ManagementWebsite DevelopmentDeveloped by the Institute for Charitable Giving, the MovesWith eTapestry’s website development services, you have a one- Management concept has been recognized by fundraisers as thestop shop for your professional website creation, maintenance,premier method for prospect and donor cultivation practices. Thehosting, and care. By integrating with your eTapestry database formethodologies and concepts that make up the Movesonline giving and registrations, you’re able to maximize theManagement process have been incorporated into eTapestry as aInternet’s impact on your fundraising programs.fully integrated tool for easily extending

eTapestry is a Blackbaud Company Web-based Solutions – from eTapestry eTapestry wants to make your life easier and your organization more effective. If you need a database, a website, an online giving page, or specialized email tools, eTapestry may be able to help.