1. A Subsidiary of Utilizing Technology in Fund Development Efforts

2. This Session FAMILIAR with Basics – 7 Types FAMILIAR with Basics – 7 Types UPDATE - Latest Trends & Benefits UPDATE - Latest Trends & Benefits BASICS – Types, Models, Key Hints BASICS – Types, Models, Key Hints RESOURCE – Please contact if questions RESOURCE – Please contact if questions

3. ULTIMATE GOAL TODAY ANSWER QUESTIONS ANSWER QUESTIONS PROVIDE DIRECTION (IF POSSIBLE) PROVIDE DIRECTION (IF POSSIBLE)

4. Trends & Impact Decreasing State & Federal Funding – –Minimum Technology Standards Increasing Donor Expectations – –Increasing Workload Increase Utilization of Technology – –Workforce aptitude & training costs Increase in Legal & Legislative Rulings – –Technology compliance is a requirement Largest Transition of Generational Wealth – –Technology tools assist

5. Benefit of Technology for Small Offices Control capital costs Control capital costs Increase efficiency Increase efficiency Reduce labor cost Reduce labor cost Start new projects quickly Start new projects quickly Focus on your core business Focus on your core business Level the playing field Level the playing field Reduce risk…. Reduce risk…. …..but the most important? …..but the most important?

6. MEET YOUR MISSION ! PRODUCE OR HELP COMMUNICATE OUTCOMES !!

7. Basic Technology Basic Technology Telephone Telephone Computer Hardware Computer Hardware Email Email Fundraising Database Software Fundraising Database Software Office Application Software Office Application Software Security Backup Security Backup Website Website

8. Old Model New Model In-house computer In-house computer In-house software In-house software Annual Budget Annual Budget In-house Staff In-house Staff Expensive Training Expensive Training Take any donation Take any donation Work Independent Leased hardware & software Leased hardware & software Planning Per Head Planning Per Head Help Desk Support Help Desk Support FREE Training FREE Training Gift Acceptance Policies Gift Acceptance PoliciesIntegrate!

9. Keys Hints to a Healthy Database Training Training Regular Maintenance Regular Maintenance Documenting Policy & Process Documenting Policy & Process System Administrator System Administrator Coordinating Use & Coding Coordinating Use & Coding Data Entry Consistency Data Entry Consistency

10. HANDOUT Example of terms Example of terms Example of technology utilization Example of technology utilization Example of complexity Example of complexity

11. Summary 1. Basic Technology 2. Trends & Benefits 3. Old vs. New Models 4. Key Hints to Healthy Database 5. Q & A

12. Q & A

13. Contact Info Sarah Tenney Sarah Tenney Vice President of Operations Vice President of Operations BlackBird, a subsidiary of HONBLUE BlackBird, a subsidiary of HONBLUE stenney@blackbirdnest.com stenney@blackbirdnest.com stenney@blackbirdnest.com www.blackbirdnest.com www.blackbirdnest.com

14. 4 Stages - Fund Development Identify Identify Cultivate Cultivate Ask Ask Steward Steward