Coming up with a complete list of features in eTapestry is a rather difficult process, primarily because eTapestry is much different than a traditional software application. eTapestry addresses your basic fundraising needs while expanding your communication and website integration capabilities. This is all done with the highest levels of security so you can rest assured your data is being taken care of.

Here are some highlights of eTapestry's features:

Donor Management

• Powerful search engine for account lookups
• Handles all variety and combination 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
• Duplicate checking - dynamically or in report format
• Built in links to U.S.P.S. and other international postal services/telephone directories/mapping service
• Additions and changes to record tracked by date and user
• On screen drill down reporting from any field
• Recognition name tracking
• Matching gift relationship links
• Interfaces to matching gift database

Gift Maintenance

• 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
• Gift entry defaults
• Non-deductible, matching gift, and soft credit handling
• Recurring transaction processing (payroll)

Query/Reporting

• 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 reports on account, gift, memorial/tribute, or system information
• A flexible report writer for creating custom reports and exports
• Export files work with MS Word or MS Excel
• Executive Reports - including Giving Dynamics and Donor Renewal Rates

E-Commerce/Website Integration

• Accept online donations from your website and have the data automatically recorded in eTapestry
• Processor options for credit cards, EFT/ACH, and virtual terminal transactions
• Donor Login - Donors can review gift history, make pledge payments, and update contact information
• Allows event registration (seminars, workshops, dinners, golf outings) on your website and have the data automatically input to eTapestry
• Donation and/or registration pages built and hosted by eTapestry

Communications

• Capabilities for both individual or mass email
• Text or HTML email in personalized, merge style format
• Recording of all emails in account journal
• Easy data export for word processing merges
• Contact management style tickler and calendar system
• Access from any Internet connection (ideal for board members, remote offices, or volunteers)

Other

• Interactive On-line help
• Web based user support and training
• Automatic updates included
• Daily backups included
• SSL encryption of all eTapestry data
• Sophisticated security/access settings by individual user
• Simple data import module
• Mass update capabilities
• Accounting interface for MIP, Fundware, Intacct, and Quickbooks

Modules/Additional Services

• Planned gift calculators from PG Calc and Crescendo
• Moves Management
• Prospect research services from Target America and WealthPoint
• Matching gift company database from MatchFinder
• NCOA Processing
• Document attachment facilities
• Data conversion services
• Consulting services

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

Call Toll Free: 1-888-739-3827(etap)