System Print

eTapestry, by Blackbaud

www.blackbaud.com/products/blackbaud-etapestry

Blackbaud’s eTapestry product continues to focus on delivering a flexible integrated donor management and online fundraising solution to its core market of small to mid-sized nonprofits. A customizable widget-based dashboard provides a snapshot of your fundraising performance that you can use to drill down to the underlying data, as well as links to your favorite reports. Users can also customize their contact records page layout, turning modules on and off as needed and rearranging elements on their screen.

A variety of user-defined field sets allow you to extend the types of information and actions the system supports. You can choose from field sets related to certain types of organizations (arts, education, faith-based, and health care) and database functions (event management, impact measurement, grant tracking, major gifts, membership, moves management, planned giving, and volunteer management). One click imports all the fields from the selected field set into your database for use, along with the relevant queries and reports.

Contact records include support for multiple addresses (including seasonal addresses with dates), relationships, and householding. You can create sections and categories to organize custom fields on the records. The Journal function provides a timeline of all interactions with the contact, including gifts, pledges, communications, event registrations, and outreach, and you can filter these interactions by type of action or time frame.

The system supports a variety of gift types, including in-kind, tribute, stock, real estate, recurring gifts, and pledges. Peer-to-peer fundraising is available via an integration with JustGiving, and this can also be used for virtual events. You can create a variety of online forms, including donation, contact information, volunteer information and hour submission, event registration and ticket sales, and membership payments, and eTapestry recently dropped the 10-form limit for live forms so you can have as many forms running as needed. Transactions are processed using Blackbaud Merchant Services, which charges 2.79 percent plus $0.26 per credit card transaction and a flat fee of $0.75 for each ACH transaction.

Both letters and email communication are supported. Emails can be sent either in “basic” or “advanced” format, with the latter providing access to performance metrics. The system includes a variety of pre-loaded templates that can be customized using drag-and-drop functionality. A step-by-step query builder walks you through the process of creating queries using clear language and also allows you to nest queries for compound segmentation. The system also includes numerous pre-packaged reports, standard accounting report templates for exports to 11 frequently used accounting systems, and a pre-built report to export annual receipts for all donors.

Implementation includes three two-hour onboarding sessions to configure the system and set up the basics. Customers also have access to the system’s knowledgebase and a Blackbaud Basic Learn subscription. Additional training packages are available for an extra fee and eTapestry can scope out costs for one-on-one training as needed. Tool tips are available throughout the system and access to chat support is included in the monthly fee. New clients can take advantage of no-fee basic data migration services for simple conversions or, if you are moving from a more complex database, eTapestry has developed standard SOWs for migrations from most systems.

System pricing is based on the number of constituent records in the system and includes unlimited users. Pricing begins at $1,188 for nonprofits with up to 1,000 contacts; organizations with larger databases need to contact the vendor for a custom quote.

System Summary

  • Year Launched: 1999
  • Pricing, Small Nonprofit (1,000 contacts, 3 users): $1,188/year
  • Pricing, Mid-size Nonprofit (20,000 contacts, 10 users): custom quote

System Evaluation

StandardEnhancedAdvanced
Donation Management
Gift RecordsMeetsMeetsPartially Meets***
PledgesMeetsMeetsPartially Meets
Recurring GiftsMeetsMeetsDoes Not Meet
Online DonationsMeetsMeetsDoes Not Meet
Other Gift TypesMeetsMeetsDoes Not Meet
Constituent Management
Contact RecordsMeetsMeetsDoes Not Meet
HouseholdingMeetsMeetsPartially Meets
Online Contact FormsMeetsMeetsDoes Not Meet
InteractionsMeetsMeetsMeets
Groups/TaggingMeetsMeetsDoes Not Meet
Donor ResearchMeetsMeetsMeets
Duplicate managementMeetsMeetsPartially Meets
Prospecting & Proposals
WorkflowMeetsMeetsDoes Not Meet
Grant/proposal managementN/AMeetsDoes Not Meet
Communication
LettersMeetsPartially MeetsPartially Meets
EmailMeetsPartially MeetsPartially Meets
ContentMeetsDoes Not MeetDoes Not Meet
Text MessagingN/AMeets***Does Not Meet
Marketing (Email) AutomationMeetsDoes Not MeetDoes Not Meet
Other Interactions
EventsPartially MeetsMeetsPartially Meets
Volunteer ManagementMeetsMeets***Does Not Meet
MembershipMeetsMeetsDoes Not Meet
Peer-to-peer FundraisingMeetsDoes Not MeetMeets
Payments & Accounting Integrations
Payment ProcessingMeetsMeetsMeets
Transaction Exports/Accounting IntegrationMeetsPartially MeetsPartially Meets
ReconciliationMeetsMeetsDoes Not Meet
Search, Queries & Reporting
SearchMeetsMeetsDoes Not Meet
QueriesMeetsMeetsMeets
ReportsMeetsPartially MeetsMeets
DashboardsMeetsMeetsDoes Not Meet
Other Integrations
IntegrationsMeetsDoes Not MeetDoes Not Meet
APIsMeetsMeetsDoes Not Meet
Security, Customization & Configuration
SecurityMeetsPartially MeetsMeets
PermissionsMeetsMeetsMeets
CustomizationMeetsMeetsDoes Not Meet
Mobile AccessMeetsDoes Not MeetDoes Not Meet
Training & Support
TrainingMeetsMeetsMeets***
SupportMeetsMeets***Partially Meets

* Certain functionality requires use of a custom field.
** Certain functionality requires an integration with a third-party system.
*** Certain functionality is available for an additional cost.