eTapestry

Deciding what system to use to manage your organization’s relationships and donor information is not an easy one to make. You need to consider the costs involved as well as the benefits. We would love to give you a demonstration of eTapestry. Call (877-637-5889) or e-mail us.

As a FundraisingINFO.com member, you will receive discounts on your membership fee as well as the added support of fundraisingINFO.com’s experience in deciding if eTapestry is right for your organization (if it is not, we WILL tell you).

eTapestry is unlike most fundraising software. It was built to be easy to learn and to use. Running reports can be as simple as pointing and clicking. Want to send letters to your most recent donors? You don’t have to learn a whole new mail merge system. eTapestry can export directly to your word processing program.

eTapestry runs on the Internet. So there is no software for you to install. No longer is your valuable time and energy be continually extended to manage and support your fundraising application. By having your entire system hosted by eTapestry, you no longer worry about proper backups, software upgrades, or database administration. It's all done for you.

• Lookups by search engine, field, or query
• Handles all varieties and combinations of donor types (individuals, couples, families, corporations, foundations, etc.) from a single screen. Unlimited addresses, phones, titles, salutations, etc.
• Unlimited user defined categories for tracking demographics or interests.
• Unlimited links to other accounts with reciprocal relationship linking.
• Duplication checking.
• Automatic e-mail capability from donor record.
• Built in link to U.S. Postal Service.
• Built in link to on-line telephone directory.
• Built in link to on-line mapping service.
• Changes to record tracked by field.
• Built in link to MS Office.
• Easy to use and understand Personas.
• Unlimited comments with date stamping.
• On screen drill down reporting from any field.

Gift Maintenance

• Complete gift processing for all forms of gifts.
• Complete handling of stock and bond transactions.
• Handling of gift-in-kind transactions.
• Handling of real estate and insurance policies
• Complete pledge processing.
• Automatic pledge reminders.
• Full and unbroken audit trail.
• Memorial/tribute processing and reporting.
• Gift entry defaults.
• Easy transaction reversal.
• Automatic handling of on-line gifts/pledges.
• Non-deductible gift handling.

Reporting

• All reports feature full drill down capability to any specific sub-totals, gift amount or donor record.
• Reports can be run based on an easily defined query process.
• A wide range of reports on account information, gift information, memorial/tribute information, or system information exist in eTapestry.

Donors

• Basic record information - allows donors to update their own personal information.
• Giving summary - track current personal giving.
• Gift club status - identifies any giving clubs and donor's progress toward them.
• Organization calendar - lets donors keep up-to-date on organization activities.
• On-line gift - allows donors to make gifts online in a safe, secure fashion.

Volunteers

• Volunteer details - lets volunteers keep personal information up-to-date including areas of special skill and schedule of available hours.
• Message center - allows development office or volunteer manager a way to communicate to volunteers as a group or individually.
• Volunteer reports - volunteers can see summary information on work performed.

Board Members

• Message center - provides forum for communicating with other board members and development staff.
• Meeting management - access to board meeting minutes, agenda, attendance and schedule.
• Board Member reports - gift summary, budget and major donor reports.

Staff

• Remote access - access to any or all parts of eTapestry can be made available to staff members for work in a remote office or on the road.
• Message center - provides forum for communicating with others.

Other

• User friendly query mechanism.
• Automatic word processing integration.
• Import/Export function.
• Interactive On-line help.
• Web-based user support.
• Web-based training.
• Organization calendar.
• The finest telephone support in the industry!

If you would like a complete on-line demonstration, please email or call us. We'll be happy to give you the full tour!

Call Toll Free: 1-877-637-5889