1. TRENDS IN ASSOCIATION
MANAGEMENT SYSTEMS
FEATURING AVECTRA
Thursday , October 10, 2013
8:30 am– 11:30am
Thrive. Grow. Achieve.
Seth Zarny, Partner - Raffa
Buu-Linh Tran, Sr. Manager - Raffa
Evette Collins, Account Executive - Raffa
JB Rauch, Director Product Marketing - Avectra
John Warner, VP of Sales Engineering - Avectra

2. WHAT’S ON TAP
2
 Introductions
 Raffa Team
 Avectra Team
 AMS – What is it?
 Overview
 Key Features
 Latest Trends
 Key Decision Points
 Technology Platform
 Product Demonstration
 Functions
 Visibility
 Flexibility
 ROI
 Q&A

3. DO YOU NEED THE NEW SOFTWARE?
3
Hint – Sometimes You Need to Change
Your Software!

4. MUTUAL INTRODUCTIONS
4
• Who is in the Room
• Your Organization
– Number of employees & members
– Current accounting solutions
– Challenges
• Raffa Team
– Seth Zarny
– Buu-Linh Tran
– Evette Collins
– Brief Background and Qualifications
• Avectra Team
- JB Rauch
- John Warner

5. JB Rauch
Director Product Marketing
703-506-7209
jrauch@avectra.com
Abila finds its root in the Latin word
habilitas, meaning aptitude,
competency or the power to act.

6. • Annual Upgrade Release
• Designed to Integrate
Innovative
• 8,000 Clients
• 300 Employees
Committed
• Founded 1993
• Merged with Abila 2013
Experience
About Avectra

7. Abila & Avectra Product Line

8. Partners- Leverage Market Innovation
Donation
History
Founded
1993
Advocacy
Actions
Program
Beneficiary
Social
Media
McLean,
VA
Implementation, Product and Business Partners

9. Enterprise Fundraising Clients
Donation
History
Advocacy
Actions
Program
Beneficiary
Social
Media
McLean,
VA

10. Building a 360⁰ Constituent Profile
Member &
Donation
History
Event
Participation
Gala
Attendee
Advocacy
Actions
Communication
Preferences
Program
Beneficiary
Social
Media
Volunteer
Activity
Program
Database
Event
Database
Volunteer
Database
Donor
Database

11. Lifetime Value >$2,000
Lifetime Value >$5,000
Lifetime Value >$1,000
Stop Gender Bias in Africa
Stop Human Trafficking in Thailand
Prevent Child Abuse in India
Volunteer, Prayer Partner Artist Partner, Church Group
Active in Justice Campaigns
$
Understanding Constituent Engagement

12. Constituent
Data
Interests
Call to
Action
Build
Loyalty
Promote
Outreach
Using Data to Build Relationships

13. Taking Relationships to the Next Level
Move Constituents Along a
Relationship Building Pathway
Identify
Qualify
Cultivate
Solicit
Negotiate
Process
Steward
Stage 1
Stage 2
Identify
Qualify
Cultivate
Solicit
Negotiate
Process
Steward
Stage 3
Stage 4
Stage 5
Stage 6
Stage 7

14. A Powerful, Single, Unified Platform
Best of Breed
Partner
Components
Native
netFORUM™
Components
360° View of a
Constituent

15. Facebook
Analytics
Reports
Relationships
Advocacy
Marketing
Workflows
eCommerce
Direct Mail
Finance
Major Gifts
Householding
Recognition/Awards
Contacts
Inquiries
Transactions
Credit Card
Communication
Twitter
Profiles
Search

16. Expectations Sharing & Demo

17. Page 21
Thank you!
Seth Zarny – Partner
szarny@raffa.com
301.279.6500
Buu-Linh Tran – Senior Manager
btran@raffa.com
301.279.6511
Evette Collins – Account Executive
ecollins@raffa.com
202.955.6708