This document provides recommendations for various technology tools to help manage tasks related to donor relations. It lists apps and services for note taking, calendars, travel tracking, email integration, mapping, transportation, document editing, signing agreements, contact management, email testing, video creation, dictation, thank you letters, task management, team projects, event space mapping, social media marketing, check-in, presentations, live streaming, video conferencing, last minute travel accommodations, and expense reports. The document concludes by mentioning some other tools currently being tested.

1. New Technology for
Advancement - What Works and
What to Avoid
Lynne M. Wester
Donor Relations Guru
@donorguru

2. Manage your Brain- Evernote
@donorguru

3. Included in Evernote
• Notebook
• Tasklist
• Contacts
• Travel
• Images
• Websites
• Maps

4. Keep an Amazing Calendar: Sunrise

5. Keep track of your Travels
Also in Evernote!
@donorguru

6. Integrate Your Email with Social Data:
Xobni
@donorguru

7. Map Out First Visit and Check Traffic:
Waze
@donorguru

8. Ugh! Its raining won't be able to find a
cab : Uber
8
@donorguru

9. Edit your proposal: Quick Office
@donorguru

10. Make your proposal amazing
@donorguru

11. Sign a Gift Agreement!
@donorguru

12. Capture Donor’s Business Associates
info: Full Contact Also in Evernote!
@donorguru

13. @donorguru

14. See What Your Email Will Look Like:
Litmus Test
@donorguru

15. Make a Quick Custom Video
@donorguru

16. Enter contact Report into your
Database: TextGrabber or Dragon
Dictation
@donorguru

17. @donorguru

18. Send handwritten Thank You to today's
visits: Thank You Pro
@donorguru

19. Set Follow Up Tasks
@donorguru

20. Manage Your Team Project: Basecamp
@donorguru

21. Map Out Your Event Space

22. MagicPlan

23. Build Buzz on Twitter for tonight’s
event: HootSuite

24. Attend Donor Event. 200 people
expected: Checkineasy
@donorguru

25. @donorguru

26. @donorguru

27. Show slideshow at event and control
with your phone: Keynote
@donorguru

31. Live stream your event for free:
YouTube
@donorguru

32. Have students join your event from
campus: Skype
@donorguru

33. Storm turns ugly Flight cancelled,
Need a Room: Hotel Tonight
@donorguru

34. Submit Expense Reports: Expensify
@donorguru

35. Other Tools

39. In Testing: Humin, Vesper, Timeful
@donorguru

40. Thank You!
Lynne M. Wester
lynne@donorrelationsguru.com
@donorguru
www.donorrelationsguru.com