etapestry basic overview

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.*