organize your donor data with telosa

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Organize Your Donor Data with TelosaOctober 21, 2009Audio is only available by calling this number:Conference Call: 866-740-1260; Access Code: 6339392

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Using ReadyTalk

• Chat & raise hand • Mute = *6,

Unmute = *7• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

• ReadyTalk support: 800-843-9166

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

You are being recorded…

• This seminar will be available on the TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars

• You will receive a link to this presentation, materials, and links.

• Ask follow-up questions in the Fundraising Forum:– http://forums.techsoup.org/cs/forums/t/

29333.aspx • Twitter hashtag: #tstweb

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Organize Your Donor Data with Telosa Presenters: Ann Troussieux, Telosa

Andy Menefee, Telosa Kelly Joos, Valley Animal Center Becky Wiegand, TechSoup

Sponsored by

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Today’s Speakers

Kelly JoosValley Animal Center

Ann Troussieux

Telosa

Becky WiegandTechSoup

Andy Menefee

Telosa

Answering Chat QuestionsChris Fink, Telosa and Kami Griffiths, TechSoup

Answering Chat QuestionsChris Fink, Telosa and Kami Griffiths, TechSoup

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Agenda

• Introduction to Exceed! Basic 3.0- Broad features- How it has helped one nonprofit- Exceed! Basic through TechSoup

• Digging Deeper- Step-by-step features - Case study: Valley Animal Center experience

• Resources and Comparisons• Q&A• Wrap-Up

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Introduction to Exceed! Basic 3.0

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Telosa’s Background

• Founded in 1986. Susan Packard Orr, Founder & CEO

• Work exclusively with nonprofits

• Exceed! Basic entry level program for small nonprofits

• Exceed! Premier for mid-large nonprofits

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

What Is Exceed! Basic

• Contact Management (Donors, Prospects, Clients)• Fundraising Management (Gifts, Pledges, Dues)• Mailings and Data Exports (Excel,Word,Email)• Microsoft Outlook Sync• Comprehensive Reports • Drill Down Reporting• Interface for Vertical Response Email Marketing• Importer/Exporter• Membership Management• QuickBooks Accounting Interface

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Why Exceed! Basic

• Fundraising Software program used by 1000’s of nonprofits

• Supported by company with over 20 years experience

• Extremely affordable initially and ongoing support and training

• Upgrade path, no premium charged, no data lost in conversion.

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Who We Are & How Exceed! Basic Helped Us!

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Overall Benefits to Our Organization• Went from old-fashioned spreadsheets to a

real donor management system

• Manage donors and potential donors easily and quickly pull records

• Ability to take donations in honor or memory of a person or pet

• Seamless reporting process

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

TechSoup’s Discounted Telosa Product

Additional information can be found at: http://www.techsoup.org/stock/product.asp?catalog_name=TechSoupMain&category_name=Telosa&product_id=G-3108&Cat1=Telosa&CatCount=1

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Digging Deeper: Features and Case Study

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Exceed! Basic Features

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Customizability

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Gift Tracking and Payment History

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Easy Mail Merge for Donor Follow-Up

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Sample Thank You Letter

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Quick Reporting

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Easy Stats and Charts

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Detailed Drill-Down Reporting

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Sorting Features

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Batch Thank Yous and Group Exports

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Email Blasts with Vertical Response

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Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Kelly’s Five Favorite Features

1. Donor, Prospect and Client Tracking– When a donor calls or comes in person to the facility,

we can look up their biographical and giving history profile quickly to know about the donor and/or friend of the organization to include their most recent gift, what appeal they gave to, how much their donation was, and their cumulative giving. (It is a quick snapshot).

2. Gift Tracking– All donations and sale purchases are entered under a

person’s profile with specific codes to show the designation of the donation and/or sale. We can then pull up an individual’s giving history to see all these transactions, or we can pull a general report based on all individuals who have contributed to a specific fund or appeal. 

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Kelly’s Five Favorite Features

3. Memorial / Honorarium Details– When we receive numerous gifts in memory of or in

honor of someone, we can create a code for this, and later retrieve a comprehensive list of all those who gave for this particular memorial/honorarium.

4. Donor Lists for Newsletters– For a newsletter or solicitation mailing, we can extract

a mailing list by running specific reports to cherry-pick a desired group.

5. Top Donors Over Any Period– We can run reports to produce our top 25, 50, etc.

donors overall, or for a given year or period of time.

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Resources & Comparisons

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Donor Management Comparisons

• A Few Good Donor Management Toolshttp://www.techsoup.org/learningcenter/funding/page10942.cfm

• Donor Management Software Comparisonhttp://www.techsoup.org/learningcenter/databases/page5961.cfm

• Choosing a Low-Cost Donor Management Systemhttp://www.techsoup.org/learningcenter/databases/

page11928.cfm • Inexpensive Donor Databaseshttp://www.techsoup.org/learningcenter/databases/archives/

page10169.cfm

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Get the Most Out of TelosaGo to our website to learn more:

www.telosa.com/techsoup

When you visit you’ll be able to…

• Download the Exceed! Basic Demo• Sign up to attend a live Telosa webinar• Read what others are saying about Exceed!

Basic • Learn about special discounted packages for

TechSoup recipients including training, technical support and other services

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Get the Most Out of TelosaHere are some helpful links: Full Demo:http://www.telosa.com/demo/success.html http://www.telosa.com/demo/index.html

Telosa Free Webinars: http://www.telosa.com/order/eb_webinar.html

Training Resources: http://www.telosa.com/services/training.html

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Exceed Basic Upgrade Options

• Exceed! Premier for– Event Tracking– Campaign Module – Grant Module– Volunteer Scheduling– Prospect Research Module- Wealth

Engine and Donor Search– Social Networking- GiveZooks.com

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Questions?

Submit your questions using the chat box.

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Continue the Discussion…

• Additional questions can be answered by posting in the Fundraising Community Forum:

– http://forums.techsoup.org/cs/forums/t/29333.aspx

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Get the Most Out of TechSoup

• At TechSoup, you’ll find a range of technology services to help your nonprofit:

– Read helpful articles in our Learning Center– Request donated software, hardware, and

online services– Join our community forums to learn from

your colleagues– Browse upcoming events and conferences

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Upcoming Webinars

Hidden Gems: TechSoup Donations for Libraries

Wednesday, October 28, 11 a.m. Pacific time

Visit www.techsoup.org/go/webinars for more upcoming free events!

Organize Your Donor Data with TelosaConference Call: 866-740-1260 Access Code: 6339392

Thank you to our Webinar Sponsor!

ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week:Monday   1:00 pm Mountain Standard Time (MST)Wednesday   9:00 am MSTThursday   1:00 pm MSTFriday   9:00 am MST

For more information: pages.readytalk.com/techsoup.html

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Thank you! Please complete the post event survey!

Becky Wiegand, becky@techsoup.org, 415-633-9476