eTapestry

  • overview
  • features
  • modules
  • pricing
  • tour
  • services
  • training
  • support
 

Cloud Based Online Fundraising Software
and Donor Management Tools for Nonprofits

FREE Fundraising Software for Nonprofits

Giving you unlimited users and unlimited access anytime, anywhere!

eTapestry Fundraising Software is simply the best online fundraising solution for nonprofits. You can reach new donors, members, and volunteers with our easy-to-use, secure, and affordable web-based fundraising solution. Backed by the dependability and reliability of Blackbaud, the eTapestry internet fundraising system helps your organization raise and effectively manage funds so you can focus more on spreading your message and helping your charity grow.

Unlike other online, pay-as-you-go software that focuses solely on acquiring funds, eTapestry brings together all the components you need to successfully raise and manage funds sustainably, with the opportunity to trial the software free for 30 days. The perfect fundraising software for small nonprofits!

Starter

Just starting to build your network of supporters? Our Starter package gives you all the tools needed to manage your donors, process and acknowledge gifts, and easily report on fundraising progress.

Features include:

  • Contact and relationship management
  • Online giving and email
  • Event, member, and volunteer sign-up
  • Acknowledgements and letters
  • Dashboards and reports
  • Up to 1,000 records
  • See package details

Essentials

Have a growing supporter base and finding that spreadsheets no longer meet your needs? The Essentials package has you covered. From data conversion to Outlook integration to consulting and training, you'll wonder why you didn't switch to eTapestry sooner.

Features include everything from Starter, plus:

Pro

Ready to take your fundraising to the next level? Your entire staff will love the role-based dashboard reporting and your board will love the increased accuracy and efficiency gained from built-in data enrichment tools. And don't worry — your data conversion is included so you can get started without skipping a beat.

Features include everything from Essentials, plus:

  • Automated address updates
  • Role-based security and administration
  • Up to 15,000 records (additional records available)
  • Social campaigns
  • See package details



*Package pricing only available for new customers

Product Requirements

Internet connection

Quite simply, all you need is an internet connection and the appropriate browser.

Supported Browsers

Are you on a PC (Windows)?

Are you on a Mac?

 
 

eTapestry Online Fundraising Software Features

eTapestry is a web-based online software solution designed with you in mind: giving you unlimited users and unlimited access anytime, anywhere. eTapestry helps you manage relationships with donors, prospects, members and alumni, and easily manage their gifts, pledges, and payments in one place. With built in reporting, contact management, integrated email, online donations, event registrations and even built-in payment processing, eTapestry is your one-stop shop for all your fundraising and donor management needs. Plus with our superior security you never have to worry about your data because it’s safe with us! All maintenance, updates, and backups are handled by Blackbaud in an environment securely protected against natural disasters, attacks and viruses.

Product Requirements

Internet connection

Quite simply, all you need is an internet connection and the appropriate browser.

Supported Browsers

Are you on a PC (Windows)?

Are you on a Mac?

More Affordable than Ever

Our cost-effective monthly subscriptions have no upgrade fees, no backup fees, no high cost maintenance fees, and, since eTapestry is in the cloud (i.e online fundraising software), the only hardware you need is your laptop. Simply put, eTapestry is the most effective and affordable fundraising solution in the market.

So Easy to Get Started

We’ve worked with thousands of nonprofits and have mastered the art of data conversion, consulting, training, etc. all while keeping your nonprofit up and running and focused on your mission. With eTapestry we can have your new online fundraising database live in less than 30 days and can guarantee no downtime in the process!

Once we have eTapestry implemented simply launch your Internet browser and off you go. From zero-click dashboard reports right on your homepage, to alerts and reminders straight from your mobile device, all the critical information you need is in the palm of your hand. With eTapestry, you can count on spending less time on administrative work and more time in front of your donors, raising money, and increasing awareness for your mission.

Mobility and Accessibility

eTapestry was built with you in mind, and we understand the busy World of a nonprofit fundraiser. eTapestry allows you to get out from behind your desk and be in front of your donors and with eTapestry Mobile it is easier than ever to stay connected. Simply launch eTapestry from any Smart Phone and access instant donor lookup, add edit and correspond on the fly and view dashboard and reports, all from the convenience of your phone.

Built in Online Marketing

Email is the number one use of the Internet and has become a primary method of communication for many people, which is why with eTapestry it comes standard with your database. Our email marketing tools let you easily send and keep copies of individual or mass emails on each account record, provide a built in HTML editor, spam analysis tool, schedule delivery options, reporting and deliverability results, and will insure you are CAN-SPAM compliant.

eTapestry’s API

The eTapestry API is an interface to push data to, or pull data from an eTapestry database. When a traditional eTapestry eCommerce giving or registration page doesn’t fit your needs, the API can provide your organization with additional functionality. The interface may also be used as an automated data entry interface, where data is sent one record at a time through the interface of another database or application into eTapestry.

 
 

eTapestry Modules

eTapestry – Packaged for Your Needs

eTapestry's web-based software was designed with you in mind giving you unlimited users and unlimited access anytime, anywhere. eTapestry is the world's most popular fundraising software as a service solution, designed to have you up and running in as little as 30 days, and priced to fit your budget with our packages starting for as little as $102.44/month. And best of all, it's backed by the leading provider of technology to nonprofits.

All of our packages come standard with our eTapestry online fundraising software as a service fundraising management database, advanced email, account export, eReceipting, Blackbaud Merchant Services, Segmented Gifts, Social Media integration and all updates and user enhancements.

Personal Fundraising:

The Personal Fundraising module is a viral fundraising tool from eTapestry that uses the Internet and email to empower your constituents to raise funds for your organization. This easy-to-use tool allows your constituents to leverage their personal networks and their passion for your cause to make personal appeals to their friends, family, and associates, thus generating new support for your organization.

eStore

The eTapestry Cart provides shopping cart functionality that is tightly integrated with the eTapestry database. This easy-to-use tool allows you to manage the content of your Cart in eTapestry. It provides a new way of reporting and storing purchase transactions that will be familiar to anyone who shops on the web using a virtual shopping cart.

Administrative Module

The Administration Module puts information at your fingertips for properly reviewing, managing, and improving users' access to eTapestry. It is a must have option for organizations with multiple locations or those with a variety of different users.

Advanced Security Module

eTapestry's Advanced Security can give you the power, flexibility, and control you won't find in any other system. Now you can determine data access to the most detailed levels.

eCommerce

eTapestry's eCommerce capabilities provide full integration of your eTapestry database with online donation and/or event registration functions from your website. With it, you can easily add special pages to your website for accepting online donations or for setting up registration pages for special events or conferences. These gifts and registrations are then automatically added to your eTapestry database, saving you time and administration, while giving your donors the flexibility they desire.

Outlook Integration

Microsoft Outlook® users can now add email messages automatically to the journal records in their eTapestry donor and prospect accounts. You'll no longer need to copy and paste emails to eTapestry. With the click of a button in your Outlook® task bar, you can transfer a received email message or send and update the journal on a new record. If you have ever searched for copies of email messages in your "sent" file, or tried to retrieve an email from your "deleted" items, this is the tool for you! Turn your eTapestry database into the total communication tool for your organization by capturing your Outlook® messages.

Recorded Training

eTapestry's Recorded Online Training Sessions bring training to your desktop. Developed by the eTapestry support and training department, these pre-recorded sessions let you focus on specific areas of the eTapestry application. Listen and watch as an eTapestry instructor explains and shows you how to do everything from adding gifts to sending mass emails. Because these sessions are recorded, you can play — and replay — as often as you need. It is a perfect solution for training multiple individuals in an organization, as well as getting some detailed training on a specific area of eTapestry.

Planned Gift Calculator

eTapestry has integrated online calculation tools from the leaders in planned giving software. Choose from PG Calc™ or Crescendo Interactive™ for fast, accurate, up-to-date, online planned gift calculations. Both products have been integrated with eTapestry to allow you to easily run a planned gift calculation right from within a donor's journal record. The details of that calculation are then automatically transferred to a donor's contact record where they can be reviewed and referenced as needed.

Import Module

eTapestry's Import module is a powerful tool that allows you to add, update, or modify your existing eTapestry data using external data files.

 
 

eTapestry Online Fundraising Software Pricing

Starter

Just starting to build your network of supporters? Our Starter package gives you all the tools needed to manage your donors, process and acknowledge gifts, and easily report on fundraising progress.

Features include:

  • Contact and relationship management
  • Online giving and email
  • Event, member, and volunteer sign-up
  • Acknowledgements and letters
  • Dashboards and reports
  • Up to 1,000 records

Essentials

Have a growing supporter base and finding that spreadsheets no longer meet your needs? The Essentials package has you covered. From data conversion to Outlook integration to consulting and training, you'll wonder why you didn't switch to eTapestry sooner.

Features include everything from Starter, plus:

  • Data conversion
  • Outlook integration
  • Up to 5,000 records

Pro

Ready to take your fundraising to the next level? Your entire staff will love the role-based dashboard reporting and your board will love the increased accuracy and efficienc gained from built-in data enrichment tools. And don't worry — your data conversion is included so you can get started without skipping a beat.

Features include everything from Essentials, plus:

  • Automated address updates
  • Role-based security and administration
  • Up to 15,000 records (additional records available)

*Package pricing only available for new customers

 
 

Tour of eTapestry Online Fundraising Software

Want to learn more about all eTapestry has to offer? Seeing the solution in action is the best way to fully understand the “ins” and “outs” of eTapestry. We’ve made it simple with our online product tours and webinars! View eTapestry product demos from the comfort of your own office and then chat with us live about any questions you have.

Online Demo

View a 13 minute recording of eTapestry in action!

Prospective Online Webinars

Looking for a more in-depth dive into the eTapestry product? Our FREE online weekly prospect webinars are just the right fit. You’ll see the full set of eTapestry features in action right from your desktop. All you need is a browser, Internet connection and 30 minutes.

Are you a current eTapestry customer? Join us for one of our customer webinars.

A Donor's Journey Through eTapestry
Are you making the most of your eTapestry database? Join us for this 45 min web seminar to learn about the endless possibilities of eTapestry and a donor's experience as they begin to engage with your organization. We will walk you through the powerful reporting tools, querying capabilities, online communication, sending and tracking correspondences, dashboard reporting and much more!

 
 

Services

Online Fundraising Forms

Make an edit to your current form

Website Design Services

Is your website a good reflection of the work you do? Does it represent your mission and goals in an engaging and meaningful way? Can your donors, members, volunteers, and supporter’s interact with your organization through the website?

Let eTapestry help. Our Web Services can handle the complete process of designing, developing, and hosting your website. Each website is custom designed to meet your needs. We’ll make sure all the relevant pieces “talk” to each other so your website connects to your online giving pages included in your eTapestry database. And you’ll like the pricing - it’s flexible and without surprises.

Website Design

Your website is the public “face” you put forward for donors, prospects, and members to access. It is designed to be a valuable resource for information, news, and ways to interact with your organization.

At eTapestry we build attractive and accessible website designs that reflect who you are as an organization. Take a look below at a sample of our work.

Website Development

eTapestry can handle the complete process of building your website. Each website is customized to your specifications and includes your style and logos. Our website development professionals will work with you to incorporate your content, implement the functionality you need, and provide the needed connections to online giving and registration pages.

In short, you choose from the best available website features to custom design a website that meets your organization’s needs.

Website Hosting

eTapestry takes care of your hosting need. Whether you’re having a custom website designed and developed, or you’re transferring your site to eTapestry, we can take care of you. We host hundreds of websites at several secure data centers around the country. You have complete access to your files and your control panel at any time and that gives you total control of your website.

Log in to your control panel

Online Fundraising Database Services

eTapestry API

The eTapestry API is an interface to push data to, or pull data from, an eTapestry database. When a traditional eTapestry eCommerce giving or registration page doesn’t fit your needs, the API can provide your organization with additional functionality. The interface may also be used as an automated data entry interface, in which data is sent one record at a time through the interface of another database or application into eTapestry.

Learn more about the eTapestry API

Get started with the eTapestry API

Data Conversions

Our conversions team is dedicated to providing extremely accurate data conversions, as timely and pain-free as possible, and to provide this service in a very friendly manner.

We rely upon you the customer to help guide us in the design of your new eTapestry database so that you get the most effective donor tracking tool possible. We make sure that our conversion programmers are well educated about fund-raising practices so they can also act as industry experienced consultants.

Evaluation Checklist
Evaluation Checklist - A general list of things you should use to help you evaluate your test database.

Revisions Template
Revisions Template - Use this template to help you and your custom programmer revise your database during evaluation.

Data Conversion Acceptance Form
Data Conversion Acceptance Form - Once you have fully reviewed your data conversion, please sign and fax this form to us at 843.216.6100.

Features

Here is an overview of eTapestry product features.

Online Fundraising Software Consulting

eTapestry was designed to get you up and running as quickly as possible, but occasionally help from one of our consultants can make it happen even quicker! So we’ve developed our consulting methodology specifically to meet the needs of the nonprofit market and we hire consultants familiar with the issues, challenges and technology that can affect your mission. Our consultants use their expertise as fundraisers, Big Four consultants, CPAs, and technology experts to help you realize your goals. Many of them come directly from the nonprofit community and they are dedicated to making sure you get the most from your solution.

For more information on our consulting options give us a call (888.739.3827) or email us, we look forward to working with you.

 
 

Training on eTapestry

Annual Training

What is it?

It's a constant struggle for every nonprofit organization. You are faced with the need to keep your current staff fully trained, make sure new staff members are educated, and get volunteers the training they need. But the expense and the scheduling are often prohibitive, so you try to struggle through things on your own, try to teach yourself - and other staff - and accept the fact that you may be doing things the hard way. You are also keenly aware that your success at getting the most benefit out of your database is directly related to the training your staff receives. This innovative service from eTapestry puts an end to these struggles. It's called an Annual Training and it gives you unlimited training for all members of your staff.

How does it work?

With an Annual Training you get unlimited use of eTapestry's web-based training programs - both Recorded and Live sessions! Do you have multiple staff members at multiple locations with different schedules to coordinate? Need to take a class more than once to be sure you got all the details? Need a refresher or want to focus on a particular area of eTapestry? Have a new employee that needs initial training? How about someone who can only spend time on Training after business hours? New employees, volunteers, board members, or anyone else in your organization can learn the best way to use eTapestry.

To get started, each member of your organization can access all classes and sessions that eTapestry offers. Links will be provided for all Recorded Sessions along with instructions for signing up for Live Classes. Each registrant is contacted directly with details on how to prepare for the web training and provided the necessary login information for joining the live class.

Summary

Annual Training gives you unlimited use of all training items available including our popular Recorded Training sessions. There is no limit to the number of times a class is viewed or taken or the number of different individuals who participate. Participation in our live classes is subject to classroom availability and cancellation fees apply. Annual Training also entitles your organization to unlimited IM Support. To learn more, contact us at info@etapestry.com.

Class Registration

Please Note: Only Annual Training subscribers may enroll for these classes.

Don't let lack of training hold you back! Make the Annual Training Agreement an investment in your staff. To learn more, and for additional pricing contact us at info@eTapestry.com.

Crash Course Registration
Master Class Registration

Recorded Online Training Sessions

eTapestry's Recorded Online Training Sessions bring training to your desktop on your schedule. Developed by the eTapestry support and training department, these pre-recorded sessions let you focus on specific areas of the eTapestry application. All Beginning eTapestry Training is provided to you as Recorded Sessions, so you can begin your training as soon as you become an eTapestry Customer. You will not have to wait for a scheduled live class!

Listen and watch as an eTapestry instructor explains and shows you how to do everything from adding gifts to sending mass email. Because these sessions are recorded, you can play – and replay – them as often as you need. It is a perfect solution for training multiple individuals in an organization, or getting some detailed training on a specific area of eTapestry – all at a very affordable price. Plus, classes are added and updated often at no extra cost.

eTapestry uses the latest technology to record both voice and screen activity to simulate classroom instruction. This provides a realistic training with example and explanation. Users gain full control of the training pace by using desktop controls to start, stop, pause, rewind, or fast-forward through the class. Need to review a specific function, such as adding pledge payments? You can quickly refer to our training guide that directs you to the specific location of the training class to play.

eTapestry's online training programs only require a high speed Internet connection, and speakers for the audio instruction. A unique link connects you to each session.

Training Exercises

The following exercises are intended to help supplement the online training that you attended. You will be using a special training database for these exercises, so be creative and have fun while doing this hands on portion of the eTapestry training class. Other organizations use this data also, so please do not put anything in that you would not want in our database. As always if you have any questions please feel free to look in the eTapestry online help area (the big yellow question mark on any screen) or just send us an email at support@etapestry.com.

Entering Accounts

Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

  1. Login: exercise.user1
  2. Password: training
  3. If you shoold receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
  4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Finding Accounts & Navigation

  1. Go to Find Account under the Main Menu
  2. On the Quick Find screen, type in Marshall.
  3. Select the PRIMARY Persona for John Marshall
  4. View the Home Page for John Marshall
  5. From the Home Page, view the Giving Summary Information
  6. At the top of the page, choose to go the Defined Fields page. (You can choose to Hide Empty Fields)
  7. Go back to Find Account under Main.
  8. Choose the shortcut icon that will take you directly to the New Gift/Pledge screen
  9. Go back to Find Account under Main.
  10. Choose the shortcut icon that will take you directly to the Journal.
  11. Where else can you go to search for accounts?

Adding Accounts:

  1. Go to Add Account. There are two places where you can go. Do you know where they are?
  2. Add your own name and address information to the system.
  3. You are going to add other new accounts, where do you go to do that?
  4. Add the name and address for someone famous to the system
  5. Add the name and address for your best friend to the system.
  6. Add the name and address for your favorite athlete.

Adding Additional Account Information:

  1. Look up your name. You need to add yourself as an Individual Account, a Board Member and enter your interests. This is done in one place. Do you know where to go?
  2. Go to Find Account and Search for your best friends account. From the Relationship Screen, relate your account to theirs as Friends.
  3. Still on the Relationship Screen, set up a Household Relationship between you and your favorite athlete. Make yourself the Primary, or Head of Household.
  4. Look up your famous person. Add a Seasonal Persona to their account for Aspen!
  5. Go to your account, change your Recognition Type to Anonymous. Do you know which screen?

If you shoold have questions, please contact .(JavaScript must be enabled to view this email address) . Thanks for taking the time to complete these exercises!

Entering Journal Items

Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

  1. Login: exercise.user1
  2. Password: training
  3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
  4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Adding Gifts, Pledges and Pledge Payments:

  1. If you have done your account exercises, go to Find Account and look up your account in the database. If you haven’t, look up Phil Browning. Use the shortcut icon to reach the New Gift/Pledge screen. (Do you remember which one?)
  2. Add an outright gift to your account for $1000, to the Unrestricted Fund, for the Annual Campaign with an Approach of Spring Mailing.
  3. Go back to Find Account and search for Sophie McIver.
  4. Use the shortcut icon to get to the Journal screen. Add a New Gift/Pledge for Sophie from the Journal. She gave a $500 check, numbered 2354. (Can you remember where the check info goes?)
  5. Mike Rusche has just made a $10,000 pledge to the Capital Campaign. He wants his pledge to go toward the West Wing Building Fund. The pledge was a result of a Personal Solicitation. He wants to pay this pledge in quarterly payments for the next 5 years. His first installment is due the 15th of next month.
  6. View the Payment Schedule once you have completed exercise 5 above.
  7. Allen Jones has just made a $50 payment to his pledge. Will this pay the pledge off? Go and see after you have entered the payment. Remember where to go to find Pledge Information?

Adding Tributes:

  1. Go to Add Account and add a Tribute to the database using the name of your favorite actor.
  2. Go to Find Account and look up the name of John Marshall.
  3. Select the shortcut icon that takes you the New Gift/Pledge screen.
  4. Enter information for a new gift, (choose any Fund, Campaign and Approach you would like. Go to the Tribute information section and link this gift with the Tribute Account for your favorite Actor.

Adding Contact, Note and Calendar Items:

  1. If you have completed your account exercises, go to Find Account and search for your best friend. If that account isn’t there, search for Christopher Smith.
  2. You have been working with this account to get him to join your Special Events committee. You had lunch with him yesterday and he told you that he was interested, especially in chairing the committee. Enter a Contact with this information! Oh, by the way, he wants to see some information about your organization.
  3. Sophie McIver was featured on a local TV station for her work with the United Way. This may be something you would like to remember. Add a Note!
  4. You need to notify the Finance Committee of their next meeting on Friday at 4:00pm. The meeting usually lasts about 90 minutes. Grace Manning, Harry Crawford, Marge Simpson, Faith Moore and Gunther Foster are also members. Add a Calendar Item inviting them. (This database is NOT attached to an email server, so just “pretend” that you have checked Send Email to Attendees! Thanks)
  5. Go back to the Welcome screen. Is your Calendar Item there? Did it also save to the above accounts? If not, check the date range on the Journal Page. Remember, the date range on the Journal only goes out for one week in advance.

If you should have questions, please contact .(JavaScript must be enabled to view this email address) . Thanks for taking the time to complete these exercises!

All About Queries

Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

  1. Login: exercise.user1
  2. Password: training
  3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
  4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Queries:

  1. Go to Query under the Main menu. Add a New Category with your name on it, such as Dorothy’s Queries.
  2. Select your new Category. Add a New Account Query to select All Donor accounts that are Current Board Members. (Don’t forget to name your new queries!) Preview to see how many accounts were selected. Change the data return type to Journal Entries and preview the Journal Entries for this query. Do you remember why there may be more entries appearing in the Journal then the Account?
  3. Create an Account Query that will select any of the donor accounts that you do not wish to mail to. Call it your Do Not Mail List
  4. Your boss needs to know the accounts whose total outright giving is more than $5000. She/he needs this information for Last Calendar Year. (Hint: Donor Journal Entry Date Category!) Preview this query both for the number of accounts and number of transactions. (see exercise 2)
  5. Create a Query that will show Journal Entries for donor accounts that have given to the General/Operating Fund. Create a Journal Entry query for people who may be behind in the their pledge payments. (Hint: Arrears) Preview this query.
  6. You are planning to use your list of General Fund donors for a mailing later. However, you do not want to mail to the people on the Do Not Mail list. Create a New Compound Query to subtract the Do Not Mail List from the General Fund Donors. Call this query your General Fund Final Mailing.
  7. You’re curious as to how many Board Members may have given to the General Fund. Create a New Compound query that will find the accounts that are in both queries. (Hint: Intersect) Did you have very many?
  8. Your board president has a special letter going to just a small group of accounts. You can’t find anything that they have in common with each other to get them into a query. The names on the president’s list are Patricia Hamilton, Lacy Bazilio, Robert Haddad, James McNamara and Max Anderson. What can you do? (Hint: Custom)

If you should have questions, please contact .(JavaScript must be enabled to view this email address) . Thanks for taking the time to complete these exercises!

Reports, Exports & More

Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

  1. Login: exercise.user1
  2. Password: training
  3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
  4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Special Reports:

  1. Run an Approach Activity Summary for Last Year. (Hint: Don’t forget to choose a query for Donor Journal Entry Date!) Print out the detail for the gifts made from Personal Solicitations.
  2. Wonder who are the Top 10 Donors for all time based on Received Amounts? Can you find out? Is there an Account Report that can help?
  3. You need some good information on your Pledges. What should you run?
  4. It’s time for your Annual Report! You need to get a breakdown of donors for the following dollar ranges, based on received amounts:

0.00 - 49.99
50.00 - 999.99
1000.00 - 4999.99
5000.00+

You need this breakdown for people who gave last year. (Hint: Donor Journal Entry Date!)

System and Special Exports:

  1. Your boss has asked you to run some Mailing Labels. (Do you remember where this definition is found?) You may first want to print them to screen so you can make sure you have the correct group. The query you will need is found under Dorothy Queries and the name of the query is Indiana Residents. Run this first to screen, then go back and do an Export. Once the file is exported and you have saved it to your computer, try going to Word and perform the merge for Mailing Labels!
  2. Do you remember a quick and easy way to process your Thank You Letters? Pretend you only do your letters once a week. First, go in and add some gifts to about three accounts. Then, use the query Donor Journal Entry Date and the Query of This Week when you run the Thank You Letter Definition. (Remember, if other customers have been adding gifts this week, you may find more than your three in your query. Try creating a Thank You Letter in Word once the export is completed.
  3. Review the Special Export Category.

Creating your own Report/Export Definition:

Create a new Report/Export Category for your definitions.
Create a new definition that shows the phone number, name and city. Sort the new definition alphabetically. Run it to screen using the Base and All Donor query. Do you remember how you would then export this out of eTapestry?
Create a new Journal Definition selecting the name, date, fund, campaign and received amount. Also run this with the All Donor query. Run this report with a Journal Entry Query selecting dollar amounts.

If you should have questions, please contact .(JavaScript must be enabled to view this email address) . Thanks for taking the time to complete these exercises!

CFRE Credit and Cash!

CFRE Credit

eTapestry training is now recognized by CFRE International (Certified Fund Raising Executives) as qualifying for CFRE Education points. Each hour of an authorized eTapestry training program provides you one point of CFRE credit. CFRE International offers the only internationally recognized baseline professional credential for philanthropic fundraising executives. As stewards of the public trust, Certified Fund Raising Executive (CFRE) International certifies fundraising professionals who demonstrate the knowledge, skills and commitment to the highest standards of ethical and professional practice in serving the philanthropic sector. CFRE International fulfills this mission by establishing and administering a voluntary certification process based on current and valid standards that measure competency in the practice of philanthropic fundraising.

Download the approval forms

eTapestry's User Certification Program!

eTapestry’s User Certification Program!
eTapestry’s User Certification Program is a great opportunity for you and your organization. Read below to find out how you can become a Certified User on the leading Internet Fundraising Software!

Requirements for becoming a certified eTapestry User:
Score at least 90% or better on the eTapestry User Certification Test.

Your organization will receive:

  1. $50 off toward any new eTapestry service!
    • * This $50 is per user, so, for example, if you have 5 users in your organization that becomes certified, that is $250 off of a new eTapestry service for your organization. (Limit of $500 per Organization)
  2. A skilled workforce in eTapestry that will make your fundraising efforts more efficient.
  3. The confidence that your users are helping you get the MOST out of your fundraising database.

Certified Users will receive:

  1. A much greater knowledge of the eTapestry database.
  2. A skill that is valuable to thousands of fundraising organizations world wide.
  3. An eTapestry Certified User certificate that is definitely suitable for framing!

To become certified:

  1. Train on the eTapestry product by watching all of the eTapestry training sessions.
  2. Request the link for the certification test from Dorothy McIver, Training Director. (See below)
  3. Follow the instructions to send us the results of test. We will then verify that you have in fact viewed all of the Recorded Training Sessions along with your score in our testing system.
  4. eTapestry will
    • Contact you letting you know that you have been certified.
    • Send you a personalized Certificate of Achievement.
    • Apply the $50 credit towards new products on your Organization’s account.

What happens if you do not Pass?

  1. Review videos and/or sign-up for the live Master Classes that focus on the areas that you need help on.
  2. Retake the certification test.
  3. There is no limit to the number of times you can re-take the test.

For more information contact dorothy.mciver@etapestry.com.

 
 

Support

Have you ever had a bad customer service experience?  We have, and that is why we don’t provide bad experiences. eTapestry’s support team is comprised of knowledgeable, energetic individuals who are ready and willing to assist you in any way possible.

Contact Us:

Customer Support

  • Create a case for a Support analyst to contact you. 
    Note: Your blackbaud.com login is different than your eTapestry login. Request your blackbaud.com login.
  • Phone:  888.739.3827 ext. 2
    • Hours: 8:30 a.m. to 8:00 p.m. ET, Monday - Thursday and 9:00 a.m. to 8:00 p.m. ET on Friday
  • Chat
    • Available to organizations with Annual Training
    • Hours: 9:00 a.m.to 5:00 p.m. ET Monday – Friday
    • Click IM Support Online in the upper right corner of the eTapestry screen:

Online Support Resources

Billing

Sales

Conversions

Training

eCommerce / Web Services

Product Requirements

Internet connection

Quite simply, all you need is an internet connection and the appropriate browser.

Supported Browsers

Are you on a PC (Windows)?

Are you on a Mac?

 

 
 
 
 

Online Fundraising Database and Tools

Giving you unlimited users and unlimited access anytime, anywhere!

eTapestrys Online Fundraising Database helps you manage relationships with donors, prospects, members, and alumni all in one place. You can also manage gifts, pledges, and payments through a simple to use online system.

With built-in reporting, contact management, integrated email communication, online fundraising, event registrations, and payment processing, eTapestry's nonprofit fundraising software for small nonprofits is the one-stop shop for all your online fundraising and donor management needs.

FREE Fundraising Software for Nonprofits

Email Communications

Email comes included with your fundraising database.

With built-in eMarketing tools and an integration to Constant Contact’s eMarketing tool, you’ll never need a separate eMarketing tool again.

Providing you the ability to easily send and keep copies of individual or mass emails on each account record, provide a built-in HTML editor, spam analysis tool, schedule delivery options, reporting, and deliverability results, will insure you’re CAN-SPAM compliant. Keeping you in touch with all your donors and future donors.

Social Fundraising

Easier for you to get more fans on your favorite social sites.

With our newest integration to you can now expand your mission to your favorite social sites and build marketing campaigns to increase awareness for your mission and increase traffic to your website and Facebook page.

Start engaging not only your donors but your Facebook fans too!

Refer a Nonprofit

Great people know other great people!

If you know people at other nonprofits that could benefit from eTapestry’s web-based services, you could benefit too! Simply refer them to eTapestry and for every organization you send our way that purchases our services you will receive up to 10% off your next purchase of eTapestry services. This can be used for training, consulting, website design, add-on modules and more! And as an added bonus, for every lead you submit turn into an eTapestry sale it will qualify your own nonprofit for a donation of a Dell® laptop computer.

Your credit can apply to any of the following services:, Annual or monthly service fees , Training , eTapestry consulting services, Additional modules, Additional user licenses *When two referrals purchase at least $2,500 each in services, you will receive a Dell Inspiron 910 notebook in addition to the Customer Referral fee credit. Any income tax consequences will be the responsibility of the eTapestry customer. Blackbaud reserves the right to substitute a computer model of equivalent value if the Dell Inspiron 910 is not available.

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