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eTapestry

eTapestry
  • Donor partner: Blackbaud
  • Platform: Windows, Mac
  • Format: ASP/Hosted
  • Availability: Available

More informations about this product

Description

eTapestry is a web-based software application for fundraising and contact management for donors and other contacts. It tracks donors, prospects, members, and alumni while managing gifts, pledges, and payments. An organization's data is stored and maintained remotely, and staff members interact with it through a web browser. eTapestry takes care of backups, upgrades, security, and system maintenance.

Benefits for Organizations
  • People working at remote offices or from home have all functions and information available to them. For example, board members making calls on major donors can review a donor's gift history anywhere.
  • Users can search for donors using a search-engine-style window. They can view donor information, update contact info, record notes of a conversation, and send email.
  • A variety of prebuilt fundraising reports with drill-down capability are available, or they can be built as needed.
Subscription Details

This offering includes 12 months of access to eTapestry. At the end of the donation period, organizations that want to continue using eTapestry may request a new donation. One user at a time may access eTapestry. Organizations that require multiple concurrent users can purchase additional access directly from eTapestry.

This offering is not available to current or previous eTapestry subscribers unless the subscription was obtained through TechSoup.

Appropriate for Fewer Than 1,000 Records

This donation is most appropriate for organizations with fewer than 1,000 records. Organizations with 1,000 to 5,000 records should go to eTapestry and request the special 10 percent TechSoup discount. (This discount is valid only for new eTapestry subscriptions and only for the first year of service.)

Donor/Contact Management

eTapestry handles all variety and combinations of donor types (individuals, couples, families, corporations, foundations) from a single screen. Additions and changes are tracked by dates and user. The web-based interface is easy to learn and use. All mass or individual emails are recorded in an account journal, easily integrated with Microsoft Word.

Reporting

Unlimited reciprocal links and user-defined fields make it possible to sort and create reports unique to the needs of each organization. On-screen drill-down reporting is available from any field, down to subtotal, gift amount, or donor record. Duplicate records are easily merged, and user-defined field values can be assigned in bulk. There is a wide range of standard reports on accounts, gifts, memorials/tributes, or system information.

Gift and Pledge Maintenance

eTapestry includes gift processing for all forms of gifts (cash, check, credit card, stock, gift-in-kind, real estate). Pledge processing capabilities include reminders, reporting, and variable schedules.

Data Security

Everything needed to protect physical data and maintain access to information is taken care of by eTapestry. Data security includes an environment that is continuously monitored and is protected by the latest firewalls, router settings, and storage devices. Data is automatically backed up every day, and multiple data centers provide protection against system failures. Organizations maintain complete ownership of their data, but they do not have to have expertise in data security.

Additional Services Available at Extra Cost

Nonprofits that request this donation can contact eTapestry to get additional services such as advanced email functions, document attachment facilities, donor login, grant exploration, web-based donation acceptance, an administration module, and telephone support.

Support

Technical support via email is included with the service.

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

Expect two emails. When your donation request has been approved, TechSoup will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will send an email with information needed to complete the installation or activation.

System Requirements

  • Windows or Mac computer with Internet connection
  • Latest version of Firefox or Internet Explorer recommended

Rules, Eligibility and Restrictions

  • Donated product will be distributed under this program to qualifying organizations only, not to individuals.
  • One eTapestry and one NOZA donation may be requested within a fiscal year (July 1 to June 30).
  • eTapestry donations are not available to current or previous eTapestry subscribers unless the subscription was obtained through TechSoup.
  • Organizations requesting NOZA products must agree to the terms of use.
  • This donation is available to nonprofits with 501(c)(3) designation and to public libraries. Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database.
  • Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive donations.
  • Recipient organizations must be willing and able to provide information to Blackbaud for the purposes of creating a case study or testimonial on this program.
  • Blackbaud products may not be transferred or resold.