etapestry basic overview
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eTapestry Basic OverviewBrandon Melvin
Education Market Executive
Customizable by organization and by each user
Interactive On-line help
Web based user support and training
Automatic updates included
Daily backups included
Sophisticated security/access settings
Welcome Screen
Customizable Welcome Screen
Powerful search engine for account lookups
Tracks to-do’s, appointments and other calendar items
Unlimited user defined categories for tracking demographics or interests
Relationship tracking
Built in links to international postal services/telephone directories/mapping service
Donor Management– All in one Journal
Consolidated Journal
Complete gift processing for all forms of gifts - cash, check, cc, stock, gift-in-kind, and real estate
Complete pledge processing - including reminders, reporting, and variable schedules
Memorial/tribute processing and reporting
Non-deductible, matching gift, and soft credit handling
Recurring transaction processing (payroll)
Annual receipt generation
Gift and Pledge Maintenance
Gift/Pledge Entry
All fields available for query, reporting, and exporting Simple, building block style, reusable queries with graphical
interface for combining, adding, or subtracting queries
All reports feature full drill down capability to any specific sub-totals, gift amount or donor record
A wide range of standard and executive reports
Flexible report writer for creating custom reports/exports
Reports can be printed, exported (MS Word, MS Excel or PDF) or emailed
Query/Reporting
Reports complete with graphs and drill down capability!
Reports
Accept online transactions from your website and have the data automatically recorded in eTapestry
Pages custom built to match look and feel of organization’s website
eCommerce uses:◦ Online donations; one-time or recurring◦ Online registration for various fundraising events◦ Volunteer registration/application◦ WishList◦ Personal Fundraising◦ Cart
Website/eCommerce Integration
Custom eCommerce pages
Personal Fundraising
Cart
Capabilities for both individual or mass email
Integrates with Outlook email and calendar
Text or HTML email in personalized, merge style format
Recording of all emails in account journal
Contact management style tickler and calendar system
Advanced Email– great for newsletters!
Communications
Use prebuilt templates or start from scratch!
Communications
Advanced Email
Database
Ecommerce
Website
Keeping it Simple
We’ll be good for each other or it’s free!
If your nonprofit organization fully implements eTapestry within 4 months of the date of sale and meets the requirements listed below, and does not raise more money in the 12 months following implementation of eTapestry than in the prior 12 months of operation, eTapestry will provide their base database service at no charge for the next year.*